Building Services Local 2 - Welfare Fund — Form 5500 plan (Local 2, Building Service Employees & Factory Workers,Uswu-Iujat)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Building Services Local 2 - Welfare Fund is a benefit plan reported by Local 2, Building Service Employees & Factory Workers,Uswu-Iujat under EIN 11-1831226 and plan number 501. The latest loaded filing year is 2023. The filing reports 313 participants and $23,926,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 2, Building Service Employees & Factory Workers,Uswu-Iujat
- EIN
- 11-1831226
- Plan number
- 501
- Plan type
- 1
- Location
- Ozone Park, NY
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $23,926,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241015121232NAL0049286016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,926,493
- Total liabilities (EOY)
- $334,341
- Net assets (EOY)
- $23,592,152
- Net assets (BOY)
- $19,438,618
Income & contributions
- Employer contributions
- $5,973,055
- Total contributions
- $5,973,055
- Total income / additions
- $7,621,615
Expenses & distributions
- Benefits paid
- $2,921,337
- Administrative expenses
- $546,744
- Total expenses
- $3,468,081
- Net increase / (decrease)
- $4,153,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mary Clanton | OFFICER | $167,940 | not reported in the loaded dataset | 2023 |
| Leading Edge Adminstrators | NONE | $131,620 | $0 | 2023 |
| Empire Healthchoice Assurance, Inc. | NONE | $76,358 | not reported in the loaded dataset | 2023 |
| Raymond James Financials | NONE | $56,162 | $0 | 2023 |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Gary Rothman | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Minsky & Cottone, Cpas, Pc | NONE | $15,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 2, Building Service Employees & Factory Workers,Uswu-Iujat
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ozone Park, NY
- Mary Clanton — Schedule C compensation
- Leading Edge Adminstrators — Schedule C compensation
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Raymond James Financials — Schedule C compensation
- Barnes, Iaccarino & Shepherd, Llp — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Gary Rothman — Schedule C compensation
- Minsky & Cottone, Cpas, Pc — Schedule C compensation