America'S Family Welfare Fund — Form 5500 plan (America'S Family Health & 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, America'S Family Welfare Fund is a benefit plan reported by America'S Family Health & Welfare Fund under EIN 16-0840561 and plan number 501. The latest loaded filing year is 2023. The filing reports 476 participants and $2,572,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- America'S Family Health & Welfare Fund
- EIN
- 16-0840561
- Plan number
- 501
- Plan type
- 1
- Location
- Williamsville, NY
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $2,572,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20241015155316NAL0048766816004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,572,559
- Total liabilities (EOY)
- $161,488
- Net assets (EOY)
- $2,411,071
- Net assets (BOY)
- $2,019,629
Income & contributions
- Employer contributions
- $3,469,104
- Participant contributions
- $206,383
- Total contributions
- $3,675,487
- Total income / additions
- $3,845,633
Expenses & distributions
- Benefits paid
- $3,154,297
- Administrative expenses
- $299,894
- Total expenses
- $3,454,191
- Net increase / (decrease)
- $391,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| James Swiencicki Dds | NONE | $80,309 | $0 | 2023 |
| William Ochocinski | EMPLOYEE | $62,429 | $0 | 2023 |
| Softpath, Inc. | NONE | $29,725 | $0 | 2023 |
| Michelle Ochocinski | EMPLOYEE | $28,017 | $0 | 2023 |
| Efpr Group, Cpas, Pllc | NONE | $17,200 | $0 | 2023 |
| Raymond Morgan | EMPLOYEE | $15,982 | $0 | 2023 |
| Federated Pension Bureau | NONE | $15,600 | $0 | 2023 |
| Cambridge Advisors | NONE | $10,157 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for America'S Family Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Williamsville, NY
- James Swiencicki Dds — Schedule C compensation
- William Ochocinski — Schedule C compensation
- Softpath, Inc. — Schedule C compensation
- Michelle Ochocinski — Schedule C compensation
- Efpr Group, Cpas, Pllc — Schedule C compensation
- Raymond Morgan — Schedule C compensation
- Federated Pension Bureau — Schedule C compensation
- Cambridge Advisors — Schedule C compensation