Bctgm Atlantic Health And Welfare Fund — Form 5500 plan (Board Of Trustees Bctgm Atlantic Health And 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, Bctgm Atlantic Health And Welfare Fund is a benefit plan reported by Board Of Trustees Bctgm Atlantic Health And Welfare Fund under EIN 13-5616752 and plan number 501. The latest loaded filing year is 2023. The filing reports 416 participants and $14,182,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bctgm Atlantic Health And Welfare Fund
- EIN
- 13-5616752
- Plan number
- 501
- Plan type
- 1
- Location
- Ozone Park, NY
- Latest filing year
- 2023
- Participants
- 416
- End-of-year plan assets
- $14,182,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20241015192404NAL0030749729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,182,796
- Total liabilities (EOY)
- $134,538
- Net assets (EOY)
- $14,048,258
- Net assets (BOY)
- $10,682,516
Income & contributions
- Employer contributions
- $8,900,084
- Participant contributions
- $184,799
- Total contributions
- $9,084,883
- Total income / additions
- $10,605,006
Expenses & distributions
- Benefits paid
- $6,539,411
- Administrative expenses
- $699,853
- Total expenses
- $7,239,264
- Net increase / (decrease)
- $3,365,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cadaret Grant & Co Inc. | INVESTMENT MANAGER | $145,131 | not reported in the loaded dataset | 2023 |
| Raymond Aquilino | TRUSTEE | $127,600 | not reported in the loaded dataset | 2023 |
| Nancy Martinez | EMPLOYEE | $54,454 | not reported in the loaded dataset | 2023 |
| Henry J Mckay | EMPLOYEE | $46,400 | not reported in the loaded dataset | 2023 |
| Cynomys Inc | ACTUARY | $42,000 | not reported in the loaded dataset | 2023 |
| Kmr Systems Corporation | COMPUTER CONSULTANT | $42,000 | not reported in the loaded dataset | 2023 |
| Fuiman Mogila Llp | LEGAL SERVICES | $30,800 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $27,418 | not reported in the loaded dataset | 2023 |
| Cigna Health Insurance Company | CLAIMS PROCESSOR | $26,944 | $0 | 2023 |
| Locktight Solutions, Inc. | COMPUTER CONSULTANT | $15,366 | not reported in the loaded dataset | 2023 |
| D.D. Services, Inc. | DENTAL SERVICES ADMIN | $13,910 | not reported in the loaded dataset | 2023 |
| T.S. Bookkeeping Inc | BOOKKEEPER | $10,056 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bctgm Atlantic Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ozone Park, NY
- Cadaret Grant & Co Inc. — Schedule C compensation
- Raymond Aquilino — Schedule C compensation
- Nancy Martinez — Schedule C compensation
- Henry J Mckay — Schedule C compensation
- Cynomys Inc — Schedule C compensation
- Kmr Systems Corporation — Schedule C compensation
- Fuiman Mogila Llp — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation
- Cigna Health Insurance Company — Schedule C compensation
- Locktight Solutions, Inc. — Schedule C compensation
- D.D. Services, Inc. — Schedule C compensation
- T.S. Bookkeeping Inc — Schedule C compensation