Uaw Local 2179 Health And Welfare Plan — Form 5500 plan (Board Of Trustees)
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, Uaw Local 2179 Health And Welfare Plan is a benefit plan reported by Board Of Trustees under EIN 11-3480435 and plan number 501. The latest loaded filing year is 2023. The filing reports 233 participants and $3,917,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees
- EIN
- 11-3480435
- Plan number
- 501
- Plan type
- 1
- Location
- Pelham, NY
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $3,917,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241009150201NAL0031644768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,917,005
- Total liabilities (EOY)
- $47,751
- Net assets (EOY)
- $3,869,254
- Net assets (BOY)
- $3,686,940
Income & contributions
- Employer contributions
- $3,632,715
- Participant contributions
- $2,926
- Total contributions
- $3,635,641
- Total income / additions
- $3,809,362
Expenses & distributions
- Benefits paid
- $3,447,128
- Administrative expenses
- $179,920
- Total expenses
- $3,627,048
- Net increase / (decrease)
- $182,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ahalya Persaud | NONE | $105,061 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick, & Schlapp P.C. | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Uaw Local 2179 | RELATED UNION | $7,889 | not reported in the loaded dataset | 2023 |
| Eisner & Dictor, P.C. | NONE | $6,250 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $5,002 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pelham, NY
- Ahalya Persaud — Schedule C compensation
- Gould, Kobrick, & Schlapp P.C. — Schedule C compensation
- Uaw Local 2179 — Schedule C compensation
- Eisner & Dictor, P.C. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation