Laborers Local 235 Welfare Fund — Form 5500 plan (Board Of Trustees Local 235 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, Laborers Local 235 Welfare Fund is a benefit plan reported by Board Of Trustees Local 235 Welfare Fund under EIN 13-1777458 and plan number 501. The latest loaded filing year is 2023. The filing reports 280 participants and $11,918,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 235 Welfare Fund
- EIN
- 13-1777458
- Plan number
- 501
- Plan type
- 1
- Location
- Elmsford, NY
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $11,918,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241015194452NAL0015339331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,918,320
- Total liabilities (EOY)
- $1,552,113
- Net assets (EOY)
- $10,366,207
- Net assets (BOY)
- $5,392,407
Income & contributions
- Employer contributions
- $9,989,414
- Participant contributions
- $61,144
- Total contributions
- $10,050,558
- Total income / additions
- $10,495,671
Expenses & distributions
- Benefits paid
- $4,799,013
- Administrative expenses
- $722,858
- Total expenses
- $5,521,871
- Net increase / (decrease)
- $4,973,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | CLAIMS PROCESSING | $194,770 | $0 | 2023 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $75,646 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | ACTUARY | $70,000 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Admin Services | ACCOUNTING | $58,252 | not reported in the loaded dataset | 2023 |
| Irina Honczarenko | EMPLOYEE | $28,347 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa. P.C. | ACCOUNTANT | $14,400 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $8,182 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 235 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmsford, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Marshall & Moss Admin Services — Schedule C compensation
- Irina Honczarenko — Schedule C compensation
- Gettry Marcus Cpa. P.C. — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation