Recycling & General Industrial Union Local 108 Welfare Fund — Form 5500 plan (Board Of Trustees - Recycling And Gen. Ind. Union L 108 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, Recycling & General Industrial Union Local 108 Welfare Fund is a benefit plan reported by Board Of Trustees - Recycling And Gen. Ind. Union L 108 Welfare Fund under EIN 13-5605495 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,028 participants and $3,957,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Recycling And Gen. Ind. Union L 108 Welfare Fund
- EIN
- 13-5605495
- Plan number
- 501
- Plan type
- 1
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 1,028
- End-of-year plan assets
- $3,957,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,028 | H, C | 20240917062502NAL0002438369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,957,186
- Total liabilities (EOY)
- $1,749,561
- Net assets (EOY)
- $2,207,625
- Net assets (BOY)
- $3,972,097
Income & contributions
- Employer contributions
- $14,735,554
- Participant contributions
- $2,003,044
- Total contributions
- $16,738,598
- Total income / additions
- $16,777,043
Expenses & distributions
- Benefits paid
- $17,694,814
- Administrative expenses
- $846,701
- Total expenses
- $18,541,515
- Net increase / (decrease)
- -$1,764,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Express Scripts Inc | NONE | $137,910 | not reported in the loaded dataset | 2023 |
| Jean R Fairchild | NONE | $133,098 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | AUDITOR | $68,305 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | NONE | $55,939 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | NONE | $47,840 | not reported in the loaded dataset | 2023 |
| Jose D Rivera | NONE | $39,005 | not reported in the loaded dataset | 2023 |
| The Metropolitan Companies Inc | NONE | $33,459 | not reported in the loaded dataset | 2023 |
| The Segal Co (Eastern States) Inc | NONE | $32,289 | not reported in the loaded dataset | 2023 |
| Dd Services Inc | NONE | $31,294 | not reported in the loaded dataset | 2023 |
| Dtm Consulting, LLC | COMPUTER CONSULTANT | $5,850 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $5,234 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Recycling And Gen. Ind. Union L 108 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Express Scripts Inc — Schedule C compensation
- Jean R Fairchild — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Jose D Rivera — Schedule C compensation
- The Metropolitan Companies Inc — Schedule C compensation
- The Segal Co (Eastern States) Inc — Schedule C compensation
- Dd Services Inc — Schedule C compensation
- Dtm Consulting, LLC — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation