Wine And Liquor Salesmen Of Nj Welfare Plan — Form 5500 plan (Wine And Liquor Salesmen Of New Jersey Local No. 19d 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, Wine And Liquor Salesmen Of Nj Welfare Plan is a benefit plan reported by Wine And Liquor Salesmen Of New Jersey Local No. 19d Welfare Fund under EIN 22-1522177 and plan number 501. The latest loaded filing year is 2023. The filing reports 382 participants and $679,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wine And Liquor Salesmen Of New Jersey Local No. 19d Welfare Fund
- EIN
- 22-1522177
- Plan number
- 501
- Plan type
- 1
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $679,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20250813121905NAL0020165314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $679,340
- Total liabilities (EOY)
- $3,803,443
- Net assets (EOY)
- -$3,124,103
- Net assets (BOY)
- -$4,042,202
Income & contributions
- Employer contributions
- $7,626,105
- Participant contributions
- $34,354
- Total contributions
- $7,660,459
- Total income / additions
- $8,088,801
Expenses & distributions
- Benefits paid
- $6,750,978
- Administrative expenses
- $419,724
- Total expenses
- $7,170,702
- Net increase / (decrease)
- $918,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross And Blue Sheild | NONE | $210,026 | not reported in the loaded dataset | 2023 |
| Maria Amico | EMPLOYEE OF RELATED ORG | $66,788 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | ACTUARY OF RELATED ORG | $32,325 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | ACCOUNTANT OF RELATED ORG | $25,000 | not reported in the loaded dataset | 2023 |
| Counsel Advisors, Inc. | NONE | $14,250 | not reported in the loaded dataset | 2023 |
| Oransky, Scaraggi & Borg, Pc | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | LAWYER OF RELATED ORG | $7,898 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wine And Liquor Salesmen Of New Jersey Local No. 19d Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Staten Island, NY
- Anthem Blue Cross And Blue Sheild — Schedule C compensation
- Maria Amico — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Counsel Advisors, Inc. — Schedule C compensation
- Oransky, Scaraggi & Borg, Pc — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation