Trustees Of The Neny District Council Pipefitters Welfare Fund — Form 5500 plan (Northeastern New York District Council Pipefitters 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, Trustees Of The Neny District Council Pipefitters Welfare Fund is a benefit plan reported by Northeastern New York District Council Pipefitters Welfare Fund under EIN 14-1418020 and plan number 501. The latest loaded filing year is 2023. The filing reports 401 participants and $42,688,688 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northeastern New York District Council Pipefitters Welfare Fund
EIN
14-1418020
Plan number
501
Plan type
1
Location
Glens Falls, NY
Latest filing year
2023
Participants
401
End-of-year plan assets
$42,688,688

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023401H, C20250220113115NAL0004168947002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,688,688
Total liabilities (EOY)
$44,062
Net assets (EOY)
$42,644,626
Net assets (BOY)
$38,731,678

Income & contributions

Employer contributions
$4,741,338
Participant contributions
$31,624
Total contributions
$4,772,962
Total income / additions
$9,240,725

Expenses & distributions

Benefits paid
$4,654,170
Administrative expenses
$673,607
Total expenses
$5,327,777
Net increase / (decrease)
$3,912,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital District Physician'S HealthNONE$145,741not reported in the loaded dataset2023
Christopher BaxterEMPLOYEE$96,783not reported in the loaded dataset2023
Kethem NovickEMPLOYEE$78,346not reported in the loaded dataset2023
Bolton Partners Northeast, Inc.NONE$43,920not reported in the loaded dataset2023
Columbia ManagementNONE$38,468not reported in the loaded dataset2023
Express ScriptsNONE$35,000not reported in the loaded dataset2023
Bank Of AmericaNONE$28,546$02023
Krakow Souris & Landry. LLCNONE$18,000not reported in the loaded dataset2023
D'Arcangelo & Co., LlpNONE$15,900not reported in the loaded dataset2023
Joseph W. Mccarthy & Assocs. SpeciaNONE$10,702not reported in the loaded dataset2023
Boston PartnersNONE$8,067not reported in the loaded dataset2023
Loomis SaylesNONE$7,868not reported in the loaded dataset2023

Related Form 5500 pages