Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio — Form 5500 plan (Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r)
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, Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio is a benefit plan reported by Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r under EIN 13-1739714 and plan number 501. The latest loaded filing year is 2023. The filing reports 633 participants and $36,069,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r
- EIN
- 13-1739714
- Plan number
- 501
- Plan type
- 1
- Location
- Briarcliff Manor, NY
- Latest filing year
- 2023
- Participants
- 633
- End-of-year plan assets
- $36,069,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 633 | H, C | 20240723111654NAL0006562307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,069,279
- Total liabilities (EOY)
- $7,076,974
- Net assets (EOY)
- $28,992,305
- Net assets (BOY)
- $27,434,471
Income & contributions
- Employer contributions
- $19,454,308
- Participant contributions
- $3,329,858
- Total contributions
- $22,784,166
- Total income / additions
- $25,229,379
Expenses & distributions
- Benefits paid
- $22,996,568
- Administrative expenses
- $674,977
- Total expenses
- $23,671,545
- Net increase / (decrease)
- $1,557,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci Associates Inc. | NONE | $626,348 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | ACCOUNTANT | $143,792 | not reported in the loaded dataset | 2023 |
| Rita Kostik | NONE | $96,402 | not reported in the loaded dataset | 2023 |
| Sandra Paterra | NONE | $93,493 | not reported in the loaded dataset | 2023 |
| Albert Wassell | NONE | $89,429 | not reported in the loaded dataset | 2023 |
| Leza Burgess | NONE | $84,939 | not reported in the loaded dataset | 2023 |
| Karen Passiatore | NONE | $73,873 | not reported in the loaded dataset | 2023 |
| Kathleen O'Neill | NONE | $70,415 | not reported in the loaded dataset | 2023 |
| Clarity Testing | NONE | $62,895 | not reported in the loaded dataset | 2023 |
| Multiplan Inc. | NONE | $53,573 | not reported in the loaded dataset | 2023 |
| Pinnacle Associates Ltd | INVESTMENT MANAGER | $47,973 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $39,644 | $0 | 2023 |
| Robert M. Cheverie & Assoc. P.C. | ATTORNEY | $37,402 | not reported in the loaded dataset | 2023 |
| Hines & Associates Inc. | NONE | $31,214 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $21,978 | $7,461 | 2023 |
| Lower Hudson Valley Eap | NONE | $23,808 | not reported in the loaded dataset | 2023 |
| Hess Technology Consulting | NONE | $17,078 | not reported in the loaded dataset | 2023 |
| Tpa Computer Corp | COMPUTER PROGRAMMER | $15,943 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | NONE | $14,232 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $11,000 | not reported in the loaded dataset | 2023 |
| Lakeshore Benefit Group Ins Brk LLC | INSURANCE BROKER | $8,789 | not reported in the loaded dataset | 2023 |
| Barnes Iaccarino & Shepherd, Llp | NONE | $6,527 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Briarcliff Manor, NY
- Basil Castrovinci Associates Inc. — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Rita Kostik — Schedule C compensation
- Sandra Paterra — Schedule C compensation
- Albert Wassell — Schedule C compensation
- Leza Burgess — Schedule C compensation
- Karen Passiatore — Schedule C compensation
- Kathleen O'Neill — Schedule C compensation
- Clarity Testing — Schedule C compensation
- Multiplan Inc. — Schedule C compensation
- Pinnacle Associates Ltd — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Robert M. Cheverie & Assoc. P.C. — Schedule C compensation
- Hines & Associates Inc. — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Lower Hudson Valley Eap — Schedule C compensation
- Hess Technology Consulting — Schedule C compensation
- Tpa Computer Corp — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Lakeshore Benefit Group Ins Brk LLC — Schedule C compensation
- Barnes Iaccarino & Shepherd, Llp — Schedule C compensation