Buffalo Laborers Welfare Fund — Form 5500 plan (Trustees Of Buffalo Laborers 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, Buffalo Laborers Welfare Fund is a benefit plan reported by Trustees Of Buffalo Laborers Welfare Fund under EIN 16-0806902 and plan number 501. The latest loaded filing year is 2023. The filing reports 740 participants and $23,109,090 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Buffalo Laborers Welfare Fund
EIN
16-0806902
Plan number
501
Plan type
1
Location
Cheektowaga, NY
Latest filing year
2023
Participants
740
End-of-year plan assets
$23,109,090

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023740H, C20250415125118NAL0005790656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,109,090
Total liabilities (EOY)
$174,128
Net assets (EOY)
$22,934,962
Net assets (BOY)
$20,911,596

Income & contributions

Employer contributions
$9,905,217
Participant contributions
$374,705
Total contributions
$10,279,922
Total income / additions
$11,728,139

Expenses & distributions

Benefits paid
$8,974,471
Administrative expenses
$730,302
Total expenses
$9,704,773
Net increase / (decrease)
$2,023,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Thomas L. PanekEMPLOYEE$209,334not reported in the loaded dataset2023
Tracy Baughernot reported in the loaded dataset$151,731not reported in the loaded dataset2023
Joanne ChiavettaEMPLOYEE$95,469not reported in the loaded dataset2023
Emily BaugherEMPLOYEE$92,359not reported in the loaded dataset2023
Julie MurdolaEMPLOYEE$90,019not reported in the loaded dataset2023
Gorlick, Kravits & Listhaus AttysN/A$54,133not reported in the loaded dataset2023
Joseph Mccarthy And AssociatesN/A$46,786not reported in the loaded dataset2023
Jbm Computer ConsultantsN/A$41,871not reported in the loaded dataset2023
Proskauer Rose LlpN/A$38,740not reported in the loaded dataset2023
Pca ConsultingN/A$33,443not reported in the loaded dataset2023
Child And Family Services Of Erie CN/A$21,284not reported in the loaded dataset2023
Nova Healthcare AdministratorsN/A$18,444not reported in the loaded dataset2023
Lumsden & Mccormick, LlpN/A$17,000not reported in the loaded dataset2023
M&T BankN/A$15,678not reported in the loaded dataset2023
Mariner Wealth ManagementN/A$10,625not reported in the loaded dataset2023

Related Form 5500 pages