Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Local 60 Health & 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, Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Local 60 Health & Welfare Fund under EIN 13-1737041 and plan number 501. The latest loaded filing year is 2023. The filing reports 966 participants and $33,768,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 60 Health & Welfare Fund
- EIN
- 13-1737041
- Plan number
- 501
- Plan type
- 1
- Location
- Hawthorne, NY
- Latest filing year
- 2023
- Participants
- 966
- End-of-year plan assets
- $33,768,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 966 | H, C | 20241013224252NAL0026342145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,768,118
- Total liabilities (EOY)
- $3,397,307
- Net assets (EOY)
- $30,370,811
- Net assets (BOY)
- $27,002,999
Income & contributions
- Employer contributions
- $16,726,571
- Participant contributions
- $127,347
- Total contributions
- $16,853,918
- Total income / additions
- $20,263,558
Expenses & distributions
- Benefits paid
- $15,614,940
- Administrative expenses
- $1,280,806
- Total expenses
- $16,895,746
- Net increase / (decrease)
- $3,367,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | CLAIMS PROCESSOR | $449,078 | not reported in the loaded dataset | 2023 |
| Tocqueville Asset Management Lp | INVESTMENT MANAGER | $92,014 | not reported in the loaded dataset | 2023 |
| Christine Costa | PLAN ADMINISTRATOR | $85,995 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $84,225 | not reported in the loaded dataset | 2023 |
| Michael Cruz | EMPLOYEE | $61,441 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARY | $57,504 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $29,084 | not reported in the loaded dataset | 2023 |
| Milcia Fermin | EMPLOYEE | $26,940 | not reported in the loaded dataset | 2023 |
| Jindriska Gonzalez | EMPLOYEE | $25,794 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | COMPUTER CONSULTANT | $21,840 | not reported in the loaded dataset | 2023 |
| Theodor H. Brown, Dds | DENTAL CONSULTANT | $21,300 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT CONSULTANT | $10,000 | not reported in the loaded dataset | 2023 |
| M&T Bank Inst'L Retirement Services | INVESTMENT CUSTODIAN | $8,967 | $0 | 2023 |
| Hess Technology Consulting, Inc. | COMPUTER CONSULTANT | $8,333 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $6,089 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 60 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hawthorne, NY
- Meritain Health — Schedule C compensation
- Tocqueville Asset Management Lp — Schedule C compensation
- Christine Costa — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Michael Cruz — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Milcia Fermin — Schedule C compensation
- Jindriska Gonzalez — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Theodor H. Brown, Dds — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- M&T Bank Inst'L Retirement Services — Schedule C compensation
- Hess Technology Consulting, Inc. — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation