Metal Polishers Union Local 8a-28a Welfare Fund — Form 5500 plan (Metal Polishers Union Local 8a-28a 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, Metal Polishers Union Local 8a-28a Welfare Fund is a benefit plan reported by Metal Polishers Union Local 8a-28a Welfare Fund under EIN 13-5624028 and plan number 501. The latest loaded filing year is 2023. The filing reports 431 participants and $9,431,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metal Polishers Union Local 8a-28a Welfare Fund
- EIN
- 13-5624028
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $9,431,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20241014173026NAL0015364835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,431,808
- Total liabilities (EOY)
- $1,791,646
- Net assets (EOY)
- $7,640,162
- Net assets (BOY)
- $6,806,558
Income & contributions
- Employer contributions
- $7,184,327
- Total contributions
- $7,184,327
- Total income / additions
- $7,528,322
Expenses & distributions
- Benefits paid
- $6,037,965
- Administrative expenses
- $656,753
- Total expenses
- $6,694,718
- Net increase / (decrease)
- $833,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare Administrative Services | NONE | $155,119 | $15,268 | 2023 |
| Joseph Ramaglia | EMPLOYEE | $83,389 | not reported in the loaded dataset | 2023 |
| Gloria Diaz | EMPLOYEE | $81,135 | not reported in the loaded dataset | 2023 |
| Nirmalla Lall | EMPLOYEE | $70,796 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Sheperd Llp | NONE | $68,544 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $66,550 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $39,031 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Payroll Compliance | NONE | $38,002 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $33,541 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services, Inc. | NONE | $23,960 | $0 | 2023 |
| Marshall & Moss Llp | NONE | $23,588 | not reported in the loaded dataset | 2023 |
| Pitta & Giblin Llp | NONE | $19,250 | not reported in the loaded dataset | 2023 |
| D.D. Services , Inc. | NONE | $13,538 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metal Polishers Union Local 8a-28a Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Magnacare Administrative Services — Schedule C compensation
- Joseph Ramaglia — Schedule C compensation
- Gloria Diaz — Schedule C compensation
- Nirmalla Lall — Schedule C compensation
- Barnes, Iaccarino & Sheperd Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Marshall & Moss Payroll Compliance — Schedule C compensation
- Empirx Health — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Marshall & Moss Llp — Schedule C compensation
- Pitta & Giblin Llp — Schedule C compensation
- D.D. Services , Inc. — Schedule C compensation