Cement And Concrete Workers Dc Welfare Fund — Form 5500 plan (Board Of Trustees Of The Cement And Concrete Workers Dc 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, Cement And Concrete Workers Dc Welfare Fund is a benefit plan reported by Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund under EIN 13-5542693 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,707 participants and $89,554,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund
- EIN
- 13-5542693
- Plan number
- 501
- Plan type
- 1
- Location
- Bayside, NY
- Latest filing year
- 2023
- Participants
- 1,707
- End-of-year plan assets
- $89,554,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,707 | H, C | 20241003115212NAL0017594464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,554,764
- Total liabilities (EOY)
- $14,253,870
- Net assets (EOY)
- $75,300,894
- Net assets (BOY)
- $83,214,180
Income & contributions
- Employer contributions
- $15,962,855
- Participant contributions
- $4,639,749
- Total contributions
- $20,602,604
- Total income / additions
- $29,622,915
Expenses & distributions
- Benefits paid
- $35,725,322
- Administrative expenses
- $1,810,879
- Total expenses
- $37,536,201
- Net increase / (decrease)
- -$7,913,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $545,356 | not reported in the loaded dataset | 2023 |
| Gorlick Kravitz & Listhaus Pc | NONE | $519,441 | not reported in the loaded dataset | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $251,602 | not reported in the loaded dataset | 2023 |
| Abby Kaplan | NONE | $218,169 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $185,298 | not reported in the loaded dataset | 2023 |
| Basys LLC | NONE | $176,070 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Consulting | NONE | $140,653 | not reported in the loaded dataset | 2023 |
| Part D Advisors Inc | NONE | $134,661 | not reported in the loaded dataset | 2023 |
| Alexa Angelone | NONE | $132,476 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $105,376 | not reported in the loaded dataset | 2023 |
| Jessica Schippell | NONE | $100,440 | not reported in the loaded dataset | 2023 |
| Giovanna Bellantuono | NONE | $94,963 | not reported in the loaded dataset | 2023 |
| Xiao Mei Qu | NONE | $91,581 | not reported in the loaded dataset | 2023 |
| Angelica M Yagual | NONE | $88,532 | not reported in the loaded dataset | 2023 |
| Felicia Jones | NONE | $71,123 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital | NONE | $67,595 | $0 | 2023 |
| Harris Rand Lusk LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Melody Covati | NONE | $48,045 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $45,047 | not reported in the loaded dataset | 2023 |
| Margaret Bowen | NONE | $41,304 | not reported in the loaded dataset | 2023 |
| Maria Dimaria | NONE | $39,267 | not reported in the loaded dataset | 2023 |
| Tri-State Administrators Inc | NONE | $29,069 | not reported in the loaded dataset | 2023 |
| Adecco Employment Services | NONE | $21,468 | not reported in the loaded dataset | 2023 |
| Fenimore Asset Management, Inc. | NONE | $17,107 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $14,923 | $0 | 2023 |
| Reynolds Consulting Services LLC | NONE | $11,250 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $9,078 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bayside, NY
- Empire Healthchoice Assurance Inc — Schedule C compensation
- Gorlick Kravitz & Listhaus Pc — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation
- Abby Kaplan — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Basys LLC — Schedule C compensation
- Horizon Actuarial Consulting — Schedule C compensation
- Part D Advisors Inc — Schedule C compensation
- Alexa Angelone — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Jessica Schippell — Schedule C compensation
- Giovanna Bellantuono — Schedule C compensation
- Xiao Mei Qu — Schedule C compensation
- Angelica M Yagual — Schedule C compensation
- Felicia Jones — Schedule C compensation
- Atalanta Sosnoff Capital — Schedule C compensation
- Harris Rand Lusk LLC — Schedule C compensation
- Melody Covati — Schedule C compensation
- Cigna — Schedule C compensation
- Margaret Bowen — Schedule C compensation
- Maria Dimaria — Schedule C compensation
- Tri-State Administrators Inc — Schedule C compensation
- Adecco Employment Services — Schedule C compensation
- Fenimore Asset Management, Inc. — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation