United Plant & Production Workers Local 175 Welfare Fund — Form 5500 plan (United Plant & Production Work Workers L175 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, United Plant & Production Workers Local 175 Welfare Fund is a benefit plan reported by United Plant & Production Work Workers L175 Welfare Fund under EIN 13-4321969 and plan number 501. The latest loaded filing year is 2023. The filing reports 254 participants and $57,620,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Plant & Production Work Workers L175 Welfare Fund
- EIN
- 13-4321969
- Plan number
- 501
- Plan type
- 1
- Location
- Roslyn Heights, NY
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $57,620,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20250408134508NAL0010015859003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,620,502
- Total liabilities (EOY)
- $3,191,351
- Net assets (EOY)
- $54,429,151
- Net assets (BOY)
- $46,773,324
Income & contributions
- Employer contributions
- $14,882,166
- Total contributions
- $14,882,166
- Total income / additions
- $20,156,217
Expenses & distributions
- Benefits paid
- $10,808,033
- Administrative expenses
- $1,692,294
- Total expenses
- $12,500,390
- Net increase / (decrease)
- $7,655,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthony Franco | NONE | $287,510 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $123,953 | not reported in the loaded dataset | 2023 |
| Rothman Rocco & Laruffa Llp | NONE | $109,535 | not reported in the loaded dataset | 2023 |
| Jennifer Smith Pllc | NONE | $67,646 | not reported in the loaded dataset | 2023 |
| Marie Mossa | NONE | $67,114 | not reported in the loaded dataset | 2023 |
| Dickenson Group LLC | NONE | $60,721 | not reported in the loaded dataset | 2023 |
| Magna Care | NONE | $58,139 | not reported in the loaded dataset | 2023 |
| Saj Consultants Inc | NONE | $55,614 | not reported in the loaded dataset | 2023 |
| Michelle Zunno | NONE | $54,855 | not reported in the loaded dataset | 2023 |
| Mario Briceno | NONE | $54,418 | not reported in the loaded dataset | 2023 |
| Us Real Estate Investment Fund LLC | NONE | $50,165 | not reported in the loaded dataset | 2023 |
| Member Resources | NONE | $45,166 | not reported in the loaded dataset | 2023 |
| Anna Mottola | NONE | $40,246 | not reported in the loaded dataset | 2023 |
| Cheiron Inc. | NONE | $38,496 | not reported in the loaded dataset | 2023 |
| Carol Nagy | NONE | $30,304 | not reported in the loaded dataset | 2023 |
| Payer Matrix | NONE | $27,741 | not reported in the loaded dataset | 2023 |
| Broad Reach Medical Resource | NONE | $25,152 | not reported in the loaded dataset | 2023 |
| Chaiken & Chaiken | NONE | $21,660 | not reported in the loaded dataset | 2023 |
| Robert Allgier Cpa | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Reynolds & Reynolds | NONE | $16,840 | not reported in the loaded dataset | 2023 |
| Andrea Briceno | NONE | $14,197 | not reported in the loaded dataset | 2023 |
| Lincoln Computer Services | NONE | $13,250 | not reported in the loaded dataset | 2023 |
| Compufy Inc. | NONE | $12,332 | not reported in the loaded dataset | 2023 |
| Dj O'Grady | NONE | $12,233 | not reported in the loaded dataset | 2023 |
| Byrnes Software Technologies Inc | NONE | $12,197 | not reported in the loaded dataset | 2023 |
| Wagner & Zwerman Llp | NONE | $6,024 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Plant & Production Work Workers L175 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Roslyn Heights, NY
- Anthony Franco — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Rothman Rocco & Laruffa Llp — Schedule C compensation
- Jennifer Smith Pllc — Schedule C compensation
- Marie Mossa — Schedule C compensation
- Dickenson Group LLC — Schedule C compensation
- Magna Care — Schedule C compensation
- Saj Consultants Inc — Schedule C compensation
- Michelle Zunno — Schedule C compensation
- Mario Briceno — Schedule C compensation
- Us Real Estate Investment Fund LLC — Schedule C compensation
- Member Resources — Schedule C compensation
- Anna Mottola — Schedule C compensation
- Cheiron Inc. — Schedule C compensation
- Carol Nagy — Schedule C compensation
- Payer Matrix — Schedule C compensation
- Broad Reach Medical Resource — Schedule C compensation
- Chaiken & Chaiken — Schedule C compensation
- Robert Allgier Cpa — Schedule C compensation
- Reynolds & Reynolds — Schedule C compensation
- Andrea Briceno — Schedule C compensation
- Lincoln Computer Services — Schedule C compensation
- Compufy Inc. — Schedule C compensation
- Dj O'Grady — Schedule C compensation
- Byrnes Software Technologies Inc — Schedule C compensation
- Wagner & Zwerman Llp — Schedule C compensation