Rochester Laborers' Welfare And Supplemental Unemployment Benefit Fund — Form 5500 plan (Rochester Laborers' Welfare - Sub Fund Unemployment Benefit 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, Rochester Laborers' Welfare And Supplemental Unemployment Benefit Fund is a benefit plan reported by Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund under EIN 16-0821557 and plan number 501. The latest loaded filing year is 2023. The filing reports 595 participants and $22,285,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund
- EIN
- 16-0821557
- Plan number
- 501
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $22,285,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20240829082917NAL0007472851002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,285,046
- Total liabilities (EOY)
- $1,186,774
- Net assets (EOY)
- $21,098,272
- Net assets (BOY)
- $19,951,435
Income & contributions
- Employer contributions
- $9,178,131
- Participant contributions
- $103,642
- Total contributions
- $9,281,773
- Total income / additions
- $11,748,192
Expenses & distributions
- Benefits paid
- $9,551,233
- Administrative expenses
- $1,050,122
- Total expenses
- $10,601,355
- Net increase / (decrease)
- $1,146,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum Rx, Inc. | NONE | $1,938,385 | $8,356 | 2023 |
| Excellus Bluecross Blueshield | NONE | $287,406 | not reported in the loaded dataset | 2023 |
| Arcara Zucarelli Lenda & Associates | NONE | $144,023 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE | $106,757 | not reported in the loaded dataset | 2023 |
| Melissa Del Prete | EMPLOYEE | $96,621 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $66,252 | not reported in the loaded dataset | 2023 |
| Rochester Laborers Building Corp | AFFILIATED FUND | $58,563 | not reported in the loaded dataset | 2023 |
| Patricia Calaci | EMPLOYEE | $50,193 | not reported in the loaded dataset | 2023 |
| Justin Vibber | EMPLOYEE | $47,935 | not reported in the loaded dataset | 2023 |
| Melissa White | EMPLOYEE | $40,918 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $38,798 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates, Inc. | NONE | $38,200 | not reported in the loaded dataset | 2023 |
| Nicole Tuggles | EMPLOYEE | $37,396 | not reported in the loaded dataset | 2023 |
| Emerging Tel Corp | NONE | $18,963 | not reported in the loaded dataset | 2023 |
| Morganstanley Smithbarney LLC | NONE | $14,018 | not reported in the loaded dataset | 2023 |
| Quadient Finance, Usa | NONE | $10,588 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management | NONE | $8,612 | not reported in the loaded dataset | 2023 |
| Manning & Napier Inc. | NONE | $8,279 | not reported in the loaded dataset | 2023 |
| Dolan Mceniry Capital Management | NONE | $6,477 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $6,001 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Optum Rx, Inc. — Schedule C compensation
- Excellus Bluecross Blueshield — Schedule C compensation
- Arcara Zucarelli Lenda & Associates — Schedule C compensation
- Asher Kelly — Schedule C compensation
- Melissa Del Prete — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Rochester Laborers Building Corp — Schedule C compensation
- Patricia Calaci — Schedule C compensation
- Justin Vibber — Schedule C compensation
- Melissa White — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- O'Sullivan Associates, Inc. — Schedule C compensation
- Nicole Tuggles — Schedule C compensation
- Emerging Tel Corp — Schedule C compensation
- Morganstanley Smithbarney LLC — Schedule C compensation
- Quadient Finance, Usa — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Manning & Napier Inc. — Schedule C compensation
- Dolan Mceniry Capital Management — Schedule C compensation
- Polen Capital — Schedule C compensation