International Union Of Operating Engineers Local 14-14b Welfare Fd — Form 5500 plan (Board Of Trustees Of The I.U.O.E. Local 14-14b 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, International Union Of Operating Engineers Local 14-14b Welfare Fd is a benefit plan reported by Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund under EIN 11-2392159 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,364 participants and $34,060,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund
- EIN
- 11-2392159
- Plan number
- 501
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 1,364
- End-of-year plan assets
- $34,060,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,364 | H, C | 20250319113248NAL0003505043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,060,655
- Total liabilities (EOY)
- $3,575,559
- Net assets (EOY)
- $30,485,096
- Net assets (BOY)
- $33,980,631
Income & contributions
- Employer contributions
- $26,920,615
- Participant contributions
- $207,881
- Total contributions
- $27,152,263
- Total income / additions
- $29,129,329
Expenses & distributions
- Benefits paid
- $31,694,249
- Administrative expenses
- $930,615
- Total expenses
- $32,624,864
- Net increase / (decrease)
- -$3,495,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross | NONE | $628,571 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $159,835 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $150,988 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $118,330 | not reported in the loaded dataset | 2023 |
| Health Benefits Research Inc. | NONE | $52,186 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd. Co. | INVESTMENT MANAGER | $51,189 | not reported in the loaded dataset | 2023 |
| Delta Dental Of New York | NONE | $49,404 | not reported in the loaded dataset | 2023 |
| Brady, Mcguire & Steinberg, P.C. | ATTORNEY | $48,556 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $42,539 | not reported in the loaded dataset | 2023 |
| Telemedicine Management, Inc. | NONE | $31,569 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $20,750 | not reported in the loaded dataset | 2023 |
| Cunningham & Cunningham, Llp | NONE | $13,363 | not reported in the loaded dataset | 2023 |
| Kauff, Mcguire & Margolis, Llp | NONE | $13,363 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc. | NONE | $11,283 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc | NONE | $54 | $9,391 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- Anthem Blue Cross — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Health Benefits Research Inc. — Schedule C compensation
- Sage Advisory Services, Ltd. Co. — Schedule C compensation
- Delta Dental Of New York — Schedule C compensation
- Brady, Mcguire & Steinberg, P.C. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Telemedicine Management, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cunningham & Cunningham, Llp — Schedule C compensation
- Kauff, Mcguire & Margolis, Llp — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Optumrx, Inc — Schedule C compensation