Road Carriers Local 707 Welfare Fund — Form 5500 plan (Board Of Trustees Of The Road Carriers Local 707 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, Road Carriers Local 707 Welfare Fund is a benefit plan reported by Board Of Trustees Of The Road Carriers Local 707 Welfare Fund under EIN 11-2159859 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,083 participants and $30,135,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Road Carriers Local 707 Welfare Fund
- EIN
- 11-2159859
- Plan number
- 501
- Plan type
- 1
- Location
- Hempstead, NY
- Latest filing year
- 2023
- Participants
- 1,083
- End-of-year plan assets
- $30,135,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,083 | H, C | 20250616084245NAL0000736449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,135,226
- Total liabilities (EOY)
- $3,272,989
- Net assets (EOY)
- $26,862,237
- Net assets (BOY)
- $24,780,125
Income & contributions
- Employer contributions
- $10,002,542
- Participant contributions
- $224,631
- Total contributions
- $10,227,173
- Total income / additions
- $14,014,308
Expenses & distributions
- Benefits paid
- $10,821,408
- Administrative expenses
- $1,110,788
- Total expenses
- $11,932,196
- Net increase / (decrease)
- $2,082,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $300,618 | not reported in the loaded dataset | 2023 |
| J. Dangelo | EMPLOYEE | $166,226 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $153,002 | not reported in the loaded dataset | 2023 |
| T. Tinervia | EMPLOYEE | $124,975 | not reported in the loaded dataset | 2023 |
| J. Munoz | EMPLOYEE | $113,183 | not reported in the loaded dataset | 2023 |
| J. Kimmerling | EMPLOYEE | $107,511 | not reported in the loaded dataset | 2023 |
| Local 707 Ibt | RELATED PARTY | $86,401 | not reported in the loaded dataset | 2023 |
| V. Cordato | EMPLOYEE | $72,032 | not reported in the loaded dataset | 2023 |
| Prager Metis Cpas LLC | NONE | $53,628 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $45,500 | not reported in the loaded dataset | 2023 |
| Morgan,Lewis & Bockius Llp | NONE | $42,806 | not reported in the loaded dataset | 2023 |
| Techworks Consulting Inc | NONE | $41,276 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Cary Kane, Llp | NONE | $30,440 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $27,440 | $0 | 2023 |
| Dds Inc | NONE | $25,869 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $25,307 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Valenz Health | NONE | $22,020 | not reported in the loaded dataset | 2023 |
| Teamster Center Services Fund | NONE | $18,359 | not reported in the loaded dataset | 2023 |
| Joseph M Stern, Cpa | NONE | $9,517 | not reported in the loaded dataset | 2023 |
| Brayson Admin LLC | NONE | $5,526 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Road Carriers Local 707 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hempstead, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- J. Dangelo — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- T. Tinervia — Schedule C compensation
- J. Munoz — Schedule C compensation
- J. Kimmerling — Schedule C compensation
- Local 707 Ibt — Schedule C compensation
- V. Cordato — Schedule C compensation
- Prager Metis Cpas LLC — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Morgan,Lewis & Bockius Llp — Schedule C compensation
- Techworks Consulting Inc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Cary Kane, Llp — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Dds Inc — Schedule C compensation
- Optumrx — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Valenz Health — Schedule C compensation
- Teamster Center Services Fund — Schedule C compensation
- Joseph M Stern, Cpa — Schedule C compensation
- Brayson Admin LLC — Schedule C compensation