U.S.W.U. Local 74 Welfare Fund — Form 5500 plan (Board Of Trustees Of U.S.W.U. Local 74 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, U.S.W.U. Local 74 Welfare Fund is a benefit plan reported by Board Of Trustees Of U.S.W.U. Local 74 Welfare Fund under EIN 13-1912506 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,975 participants and $111,963,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of U.S.W.U. Local 74 Welfare Fund
- EIN
- 13-1912506
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,975
- End-of-year plan assets
- $111,963,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,975 | H, C | 20241015175624NAL0029317889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,963,285
- Total liabilities (EOY)
- $9,161,294
- Net assets (EOY)
- $102,801,991
- Net assets (BOY)
- $89,176,198
Income & contributions
- Employer contributions
- $35,939,383
- Participant contributions
- $27,944
- Total contributions
- $35,967,327
- Total income / additions
- $49,082,246
Expenses & distributions
- Benefits paid
- $32,560,133
- Administrative expenses
- $2,896,320
- Total expenses
- $35,456,453
- Net increase / (decrease)
- $13,625,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Insurance Inc | NONE | $1,607,077 | $536,846 | 2023 |
| Zachary Harkin, Esq | EMPLOYEE | $246,446 | not reported in the loaded dataset | 2023 |
| Littler Mendelson Pc | NONE | $190,000 | not reported in the loaded dataset | 2023 |
| Fuiman Mogila, Llp | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $128,477 | not reported in the loaded dataset | 2023 |
| Gary Hahn | EMPLOYEE | $127,060 | not reported in the loaded dataset | 2023 |
| O'Dwyer Bernstien Llp | NONE | $115,000 | not reported in the loaded dataset | 2023 |
| Maryann Falce | EMPLOYEE | $100,372 | not reported in the loaded dataset | 2023 |
| Techformative Inc. | NONE | $85,860 | not reported in the loaded dataset | 2023 |
| Joan Sulay | EMPLOYEE | $83,328 | not reported in the loaded dataset | 2023 |
| Principal Enhanced Property Fund Lp | NONE | $82,830 | $0 | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $63,675 | not reported in the loaded dataset | 2023 |
| Jessica Paniagua | EMPLOYEE | $60,224 | not reported in the loaded dataset | 2023 |
| Cyber Clarity Inc. | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Maria Diaz | EMPLOYEE | $56,944 | not reported in the loaded dataset | 2023 |
| Ximeno Castro | EMPLOYEE | $54,655 | not reported in the loaded dataset | 2023 |
| Vanessa Barbosa | EMPLOYEE | $48,810 | not reported in the loaded dataset | 2023 |
| Reynolds Investment Consulting Srvc | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Cps Dental | NONE | $34,380 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Inc | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $21,810 | $0 | 2023 |
| Express Scripts (Medco) | NONE | $18,250 | not reported in the loaded dataset | 2023 |
| Wage Works Inc | NONE | $10,782 | not reported in the loaded dataset | 2023 |
| Cps Optical | NONE | $7,897 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of U.S.W.U. Local 74 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Empire Healthchoice Insurance Inc — Schedule C compensation
- Zachary Harkin, Esq — Schedule C compensation
- Littler Mendelson Pc — Schedule C compensation
- Fuiman Mogila, Llp — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation
- Gary Hahn — Schedule C compensation
- O'Dwyer Bernstien Llp — Schedule C compensation
- Maryann Falce — Schedule C compensation
- Techformative Inc. — Schedule C compensation
- Joan Sulay — Schedule C compensation
- Principal Enhanced Property Fund Lp — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Jessica Paniagua — Schedule C compensation
- Cyber Clarity Inc. — Schedule C compensation
- Maria Diaz — Schedule C compensation
- Ximeno Castro — Schedule C compensation
- Vanessa Barbosa — Schedule C compensation
- Reynolds Investment Consulting Srvc — Schedule C compensation
- Cps Dental — Schedule C compensation
- First Actuarial Consulting Inc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Express Scripts (Medco) — Schedule C compensation
- Wage Works Inc — Schedule C compensation
- Cps Optical — Schedule C compensation