Local 670 Welfare Fund — Form 5500 plan (Local 670 Welfare Fund Joint Board Of Trustees)
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, Local 670 Welfare Fund is a benefit plan reported by Local 670 Welfare Fund Joint Board Of Trustees under EIN 13-2828665 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,167 participants and $26,938,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 670 Welfare Fund Joint Board Of Trustees
- EIN
- 13-2828665
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,167
- End-of-year plan assets
- $26,938,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,167 | H, C | 20241013100011NAL0012381267003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,938,525
- Total liabilities (EOY)
- $224,492
- Net assets (EOY)
- $26,714,033
- Net assets (BOY)
- $20,763,347
Income & contributions
- Employer contributions
- $23,887,295
- Total contributions
- $23,887,295
- Total income / additions
- $25,761,619
Expenses & distributions
- Benefits paid
- $18,443,337
- Administrative expenses
- $1,367,596
- Total expenses
- $19,810,933
- Net increase / (decrease)
- $5,950,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinvi Assoc | NONE | $579,065 | not reported in the loaded dataset | 2023 |
| Castiglia, Llp | NONE | $80,399 | not reported in the loaded dataset | 2023 |
| Rothman Rocco Laruffa Llp | NONE | $72,767 | not reported in the loaded dataset | 2023 |
| Multiplan Inc | NONE | $70,293 | not reported in the loaded dataset | 2023 |
| Basil Castrovinci Assoc. | NONE | $52,103 | not reported in the loaded dataset | 2023 |
| General Prescription | NONE | $26,872 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $18,437 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 670 Welfare Fund Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Basil Castrovinvi Assoc — Schedule C compensation
- Castiglia, Llp — Schedule C compensation
- Rothman Rocco Laruffa Llp — Schedule C compensation
- Multiplan Inc — Schedule C compensation
- Basil Castrovinci Assoc. — Schedule C compensation
- General Prescription — Schedule C compensation
- Amalgamated Bank — Schedule C compensation