Iuoe Local 295-295b,C,D Welfare Fund — Form 5500 plan (International Union Of Operating Engineers Welfare Fund Local 295)
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, Iuoe Local 295-295b,C,D Welfare Fund is a benefit plan reported by International Union Of Operating Engineers Welfare Fund Local 295 under EIN 11-1964991 and plan number 501. The latest loaded filing year is 2023. The filing reports 503 participants and $18,651,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Union Of Operating Engineers Welfare Fund Local 295
- EIN
- 11-1964991
- Plan number
- 501
- Plan type
- 1
- Location
- Maspeth, NY
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $18,651,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20241015223733NAL0029800353002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,651,536
- Total liabilities (EOY)
- $3,179,486
- Net assets (EOY)
- $15,472,050
- Net assets (BOY)
- $17,924,003
Income & contributions
- Employer contributions
- $7,428,338
- Participant contributions
- $80,846
- Total contributions
- $7,509,184
- Total income / additions
- $10,097,399
Expenses & distributions
- Benefits paid
- $11,246,710
- Administrative expenses
- $1,302,642
- Total expenses
- $12,549,352
- Net increase / (decrease)
- -$2,451,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Angelo Cordisco | PLAN ADMINISTRATOR | $152,376 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance, Inc. | CLAIMS PROCESSOR | $128,079 | not reported in the loaded dataset | 2023 |
| Insurance Design Administrators | THIRD PARTY ADMINISTRATOR | $122,533 | not reported in the loaded dataset | 2023 |
| Marianne Staiti | OFFICE MANAGER | $86,360 | not reported in the loaded dataset | 2023 |
| Stephen Mogila | GENERAL COUNSEL | $78,819 | not reported in the loaded dataset | 2023 |
| Nina Dicioccio | ADMIN ASSISTANT | $47,838 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | ACCOUNTANTS | $45,804 | not reported in the loaded dataset | 2023 |
| Kim Blair | ADMIN ASSISTANT | $43,822 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT CUSTODIAN | $43,161 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | AUDITORS | $38,563 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting | ACTUARY | $23,000 | not reported in the loaded dataset | 2023 |
| Michael J. Comerford, P.C. | ATTORNEYS | $18,210 | not reported in the loaded dataset | 2023 |
| Frontline Managed Services | CONSULTANTS | $15,941 | not reported in the loaded dataset | 2023 |
| Union Benefit Planners, Inc. | INSURANCE BROKER | $15,000 | $0 | 2023 |
| Decusoft, LLC | CONSULTANTS | $12,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Union Of Operating Engineers Welfare Fund Local 295
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Maspeth, NY
- Angelo Cordisco — Schedule C compensation
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Insurance Design Administrators — Schedule C compensation
- Marianne Staiti — Schedule C compensation
- Stephen Mogila — Schedule C compensation
- Nina Dicioccio — Schedule C compensation
- Citrin Cooperman — Schedule C compensation
- Kim Blair — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- First Actuarial Consulting — Schedule C compensation
- Michael J. Comerford, P.C. — Schedule C compensation
- Frontline Managed Services — Schedule C compensation
- Union Benefit Planners, Inc. — Schedule C compensation
- Decusoft, LLC — Schedule C compensation