Material Yard Workers Local 1175 Welfare Fund — Form 5500 plan (Material Yard Workers Local 1175 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, Material Yard Workers Local 1175 Welfare Fund is a benefit plan reported by Material Yard Workers Local 1175 Welfare Fund under EIN 13-5679400 and plan number 501. The latest loaded filing year is 2023. The filing reports 151 participants and $2,823,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Material Yard Workers Local 1175 Welfare Fund
- EIN
- 13-5679400
- Plan number
- 501
- Plan type
- 1
- Location
- Astoria, NY
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $2,823,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241009151222NAL0019506577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,823,379
- Total liabilities (EOY)
- $562,411
- Net assets (EOY)
- $2,260,968
- Net assets (BOY)
- $2,317,567
Income & contributions
- Employer contributions
- $4,601,932
- Participant contributions
- $9,981
- Total contributions
- $4,611,913
- Total income / additions
- $4,746,282
Expenses & distributions
- Benefits paid
- $3,918,415
- Administrative expenses
- $384,466
- Total expenses
- $4,302,881
- Net increase / (decrease)
- $443,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Connie Henry | PERF. SERV. FOR REL PLANS | $145,878 | not reported in the loaded dataset | 2023 |
| Gorlick, Kravitz, Listhaus Pc | PERF. SERV. FOR REL PLANS | $139,217 | not reported in the loaded dataset | 2023 |
| Segal Company | PERF. SERV. FOR REL PLANS | $58,500 | not reported in the loaded dataset | 2023 |
| Lerner Law Firm | PERF. SERV. FOR REL PLANS | $31,000 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | PERF. SERV. FOR REL PLANS | $25,000 | $0 | 2023 |
| Buchbinder Tunick & Co. Llp | PERF. SERV. FOR REL PLANS | $11,780 | not reported in the loaded dataset | 2023 |
| Syntonic Systems, Inc. | PERF. SERV. FOR REL PLANS | $8,800 | not reported in the loaded dataset | 2023 |
| Msi Technologies, LLC | PERF. SERV. FOR REL PLANS | $8,001 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | PERF. SERV. FOR REL PLANS | $6,593 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Material Yard Workers Local 1175 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Astoria, NY
- Connie Henry — Schedule C compensation
- Gorlick, Kravitz, Listhaus Pc — Schedule C compensation
- Segal Company — Schedule C compensation
- Lerner Law Firm — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Syntonic Systems, Inc. — Schedule C compensation
- Msi Technologies, LLC — Schedule C compensation
- Merrill Lynch — Schedule C compensation