Mosaic & Terrazzo Welfare Fund — Form 5500 plan (The Board Of Trustees Of The Mosaic & Terrazzo 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, Mosaic & Terrazzo Welfare Fund is a benefit plan reported by The Board Of Trustees Of The Mosaic & Terrazzo Welfare Fund under EIN 13-5676828 and plan number 501. The latest loaded filing year is 2023. The filing reports 255 participants and $5,406,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Mosaic & Terrazzo Welfare Fund
- EIN
- 13-5676828
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $5,406,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241012080706NAL0039563232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,406,911
- Total liabilities (EOY)
- $1,532,646
- Net assets (EOY)
- $3,874,265
- Net assets (BOY)
- $4,765,849
Income & contributions
- Employer contributions
- $5,570,513
- Participant contributions
- $2,301,613
- Total contributions
- $7,872,126
- Total income / additions
- $8,176,143
Expenses & distributions
- Benefits paid
- $8,565,510
- Administrative expenses
- $502,217
- Total expenses
- $9,067,727
- Net increase / (decrease)
- -$891,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $376,876 | $0 | 2023 |
| Schultheis & Panettieri, Llp | NONE | $33,433 | not reported in the loaded dataset | 2023 |
| Basil Castrovinci Associates Inc | NONE | $26,188 | not reported in the loaded dataset | 2023 |
| Gorlick, Kravitz & Listhaus, Pc | NONE | $15,983 | not reported in the loaded dataset | 2023 |
| Seneca Consulting Group | NONE | $9,375 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $9,113 | not reported in the loaded dataset | 2023 |
| Littler Mendelson | NONE | $6,734 | not reported in the loaded dataset | 2023 |
| Workforce Assistance Program | NONE | $5,940 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Mosaic & Terrazzo Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Empire Healthchoice Assurance Inc — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Basil Castrovinci Associates Inc — Schedule C compensation
- Gorlick, Kravitz & Listhaus, Pc — Schedule C compensation
- Seneca Consulting Group — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Littler Mendelson — Schedule C compensation
- Workforce Assistance Program — Schedule C compensation