Local 522 Ind Roofing & Sheetmetal Crafts Welfare Fund — Form 5500 plan (Local 522 Ind. Roofing & Sheetmetal Crafts Welfare Fund)
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, Local 522 Ind Roofing & Sheetmetal Crafts Welfare Fund is a benefit plan reported by Local 522 Ind. Roofing & Sheetmetal Crafts Welfare Fund under EIN 11-1854964 and plan number 501. The latest loaded filing year is 2023. The filing reports 142 participants and $1,874,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 522 Ind. Roofing & Sheetmetal Crafts Welfare Fund
- EIN
- 11-1854964
- Plan number
- 501
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $1,874,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20250228160917NAL0001408225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,874,350
- Total liabilities (EOY)
- $335,594
- Net assets (EOY)
- $1,538,756
- Net assets (BOY)
- $1,483,071
Income & contributions
- Employer contributions
- $1,323,700
- Total contributions
- $1,323,700
- Total income / additions
- $1,484,556
Expenses & distributions
- Benefits paid
- $1,280,130
- Administrative expenses
- $148,741
- Total expenses
- $1,428,871
- Net increase / (decrease)
- $55,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare | NONE | $88,759 | $1,677 | 2023 |
| United Teamster Fund | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Cary Kane | NONE | $38,717 | not reported in the loaded dataset | 2023 |
| Cherion, Inc. | NONE | $27,588 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $20,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 522 Ind. Roofing & Sheetmetal Crafts Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Magnacare — Schedule C compensation
- United Teamster Fund — Schedule C compensation
- Cary Kane — Schedule C compensation
- Cherion, Inc. — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation