Laborers Local 754 Welfare Fund — Form 5500 plan (Trustees Of Local 754 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 754 Welfare Fund is a benefit plan reported by Trustees Of Local 754 Welfare Fund under EIN 13-1895923 and plan number 501. The latest loaded filing year is 2023. The filing reports 280 participants and $19,827,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 754 Welfare Fund
- EIN
- 13-1895923
- Plan number
- 501
- Plan type
- 1
- Location
- Chestnut Ridge, NY
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $19,827,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20250411142347NAL0014164595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,827,180
- Total liabilities (EOY)
- $1,430,251
- Net assets (EOY)
- $18,396,929
- Net assets (BOY)
- $16,441,162
Income & contributions
- Employer contributions
- $4,897,158
- Participant contributions
- $193,389
- Total contributions
- $5,090,547
- Total income / additions
- $5,755,053
Expenses & distributions
- Benefits paid
- $3,199,683
- Administrative expenses
- $597,378
- Total expenses
- $3,799,286
- Net increase / (decrease)
- $1,955,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | NONE | $128,743 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $57,759 | not reported in the loaded dataset | 2023 |
| Vincenza Quinlan | EMPLOYEE | $44,753 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $31,429 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $28,600 | not reported in the loaded dataset | 2023 |
| Sherry Maragliano | EMPLOYEE | $28,588 | not reported in the loaded dataset | 2023 |
| Holm & O'Hara | NONE | $25,300 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $22,210 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hammill | NONE | $13,553 | not reported in the loaded dataset | 2023 |
| M&T Bank | NONE | $12,170 | $0 | 2023 |
| Express Scripts | NONE | $9,555 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $9,000 | $0 | 2023 |
| Evicore Healthcare Msi, LLC | NONE | $5,416 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 754 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Chestnut Ridge, NY
- Meritain Health — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Vincenza Quinlan — Schedule C compensation
- Mspc — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Sherry Maragliano — Schedule C compensation
- Holm & O'Hara — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Segall Bryant & Hammill — Schedule C compensation
- M&T Bank — Schedule C compensation
- Express Scripts — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Evicore Healthcare Msi, LLC — Schedule C compensation