Derrickmens Welfare Fund, Local 197 — Form 5500 plan (Bd Of Tr Derrickmens Welfare Fund, Local 197)
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, Derrickmens Welfare Fund, Local 197 is a benefit plan reported by Bd Of Tr Derrickmens Welfare Fund, Local 197 under EIN 13-6121369 and plan number 501. The latest loaded filing year is 2023. The filing reports 315 participants and $4,727,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tr Derrickmens Welfare Fund, Local 197
- EIN
- 13-6121369
- Plan number
- 501
- Plan type
- 1
- Location
- New York City, NY
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $4,727,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20241009142626NAL0010719059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,727,261
- Total liabilities (EOY)
- $952,355
- Net assets (EOY)
- $3,774,906
- Net assets (BOY)
- $4,238,777
Income & contributions
- Employer contributions
- $1,684,372
- Participant contributions
- $3,246,201
- Total contributions
- $4,930,573
- Total income / additions
- $5,256,901
Expenses & distributions
- Benefits paid
- $5,453,326
- Administrative expenses
- $267,446
- Total expenses
- $5,720,772
- Net increase / (decrease)
- -$463,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri, Llp | ACCOUNTANT | $70,707 | not reported in the loaded dataset | 2023 |
| Daniel H. Cook Associates, Inc | CONTRACT ADMIN | $70,666 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills, Llp | ATTORNEY | $31,683 | not reported in the loaded dataset | 2023 |
| The Segal Co. (Eastern States), Inc | NONE | $24,482 | not reported in the loaded dataset | 2023 |
| Law Office Of Steven N. Davi, Pllc | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | NONE | $6,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tr Derrickmens Welfare Fund, Local 197
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York City, NY
- Schultheis & Panettieri, Llp — Schedule C compensation
- Daniel H. Cook Associates, Inc — Schedule C compensation
- Colleran, O'Hara & Mills, Llp — Schedule C compensation
- The Segal Co. (Eastern States), Inc — Schedule C compensation
- Law Office Of Steven N. Davi, Pllc — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation