Boilermakers Local Lodge No. 5 Welfare Plan — Form 5500 plan (Boilermakers Local Lodge No. 5 Welfare Plan)
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, Boilermakers Local Lodge No. 5 Welfare Plan is a benefit plan reported by Boilermakers Local Lodge No. 5 Welfare Plan under EIN 13-6121371 and plan number 501. The latest loaded filing year is 2023. The filing reports 268 participants and $2,472,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boilermakers Local Lodge No. 5 Welfare Plan
- EIN
- 13-6121371
- Plan number
- 501
- Plan type
- 1
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $2,472,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241001091201NAL0003857651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,472,036
- Total liabilities (EOY)
- $469,376
- Net assets (EOY)
- $2,002,660
- Net assets (BOY)
- $1,822,494
Income & contributions
- Employer contributions
- $199,763
- Total contributions
- $199,763
- Total income / additions
- $369,694
Expenses & distributions
- Benefits paid
- $129,295
- Administrative expenses
- $60,233
- Total expenses
- $189,528
- Net increase / (decrease)
- $180,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marshall & Moss Llp | NONE | $30,630 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boilermakers Local Lodge No. 5 Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Marshall & Moss Llp — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Segal Select Insurance — Schedule C compensation