Local 464a-United Food & Commercial Workers Union Welfare Service Benefit Fund — Form 5500 plan (Local 464a-United Food & Commercial Workers Union Welfare Service Bene)
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, Local 464a-United Food & Commercial Workers Union Welfare Service Benefit Fund is a benefit plan reported by Local 464a-United Food & Commercial Workers Union Welfare Service Bene under EIN 22-1582446 and plan number 501. The latest loaded filing year is 2023. The filing reports 10,719 participants and $345,006,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 464a-United Food & Commercial Workers Union Welfare Service Bene
- EIN
- 22-1582446
- Plan number
- 501
- Plan type
- 1
- Location
- Little Falls, NJ
- Latest filing year
- 2023
- Participants
- 10,719
- End-of-year plan assets
- $345,006,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,719 | H, C | 20240729150532NAL0041411426002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $345,006,980
- Total liabilities (EOY)
- $24,929,804
- Net assets (EOY)
- $320,077,176
- Net assets (BOY)
- $266,786,481
Income & contributions
- Employer contributions
- $82,746,920
- Total contributions
- $82,746,920
- Total income / additions
- $138,855,724
Expenses & distributions
- Benefits paid
- $72,680,567
- Administrative expenses
- $12,884,462
- Total expenses
- $85,565,029
- Net increase / (decrease)
- $53,290,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dental Delivery Systems | not reported in the loaded dataset | $3,145,202 | not reported in the loaded dataset | 2023 |
| Horizon Healthcare Services, Inc. | not reported in the loaded dataset | $2,278,340 | not reported in the loaded dataset | 2023 |
| Maxon Administrators,Inc. | not reported in the loaded dataset | $1,715,349 | not reported in the loaded dataset | 2023 |
| John Niccollai Medical Center | not reported in the loaded dataset | $1,423,143 | not reported in the loaded dataset | 2023 |
| Anthony J. Boni | not reported in the loaded dataset | $1,125,254 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc | not reported in the loaded dataset | $322,932 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | not reported in the loaded dataset | $290,711 | not reported in the loaded dataset | 2023 |
| Murphy Anderson Pllc | not reported in the loaded dataset | $237,615 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | not reported in the loaded dataset | $149,990 | $0 | 2023 |
| Kathleen Pridmore | EMPLOYEE | $147,734 | not reported in the loaded dataset | 2023 |
| Rosa Amica-Terra | EMPLOYEE | $130,825 | not reported in the loaded dataset | 2023 |
| Steven Kaplan | EMPLOYEE | $99,272 | not reported in the loaded dataset | 2023 |
| Timothy Coppo | EMPLOYEE | $98,552 | not reported in the loaded dataset | 2023 |
| Health Plan Systems, Inc. | NONE | $78,661 | not reported in the loaded dataset | 2023 |
| Rosenberg,Rich,Baker,Berman & | not reported in the loaded dataset | $73,784 | not reported in the loaded dataset | 2023 |
| Sharon O'Connor | EMPLOYEE | $73,394 | not reported in the loaded dataset | 2023 |
| Umberto Mariconda | EMPLOYEE | $73,154 | not reported in the loaded dataset | 2023 |
| Nancy Malave | EMPLOYEE | $68,197 | not reported in the loaded dataset | 2023 |
| Vincent Piscitelli | EMPLOYEE | $66,913 | not reported in the loaded dataset | 2023 |
| Concerned Dental Care Of Westcheste | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset | 2023 |
| Jennifer Sudol | EMPLOYEE | $42,386 | not reported in the loaded dataset | 2023 |
| Joann Piscitelli | EMPLOYEE | $42,137 | not reported in the loaded dataset | 2023 |
| Judite Thompson | EMPLOYEE | $39,679 | not reported in the loaded dataset | 2023 |
| Savasta & Co. Inc. | not reported in the loaded dataset | $36,014 | not reported in the loaded dataset | 2023 |
| Dina Altonjy | EMPLOYEE | $30,062 | not reported in the loaded dataset | 2023 |
| Sandra Jimenez | EMPLOYEE | $29,114 | not reported in the loaded dataset | 2023 |
| Joseph Jewell | EMPLOYEE | $27,788 | not reported in the loaded dataset | 2023 |
| Bennett Rothenberg, M.D. | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset | 2023 |
| Melinda Evans | EMPLOYEE | $18,347 | not reported in the loaded dataset | 2023 |
| Patricia Sabatini | EMPLOYEE | $16,917 | not reported in the loaded dataset | 2023 |
| Stokes Investment Consulting LLC | not reported in the loaded dataset | $10,212 | $0 | 2023 |
| Mizzone & Testa Law Firm | not reported in the loaded dataset | $5,685 | not reported in the loaded dataset | 2023 |
| Gambino & Demers LLC | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 464a-United Food & Commercial Workers Union Welfare Service Bene
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Little Falls, NJ
- Dental Delivery Systems — Schedule C compensation
- Horizon Healthcare Services, Inc. — Schedule C compensation
- Maxon Administrators,Inc. — Schedule C compensation
- John Niccollai Medical Center — Schedule C compensation
- Anthony J. Boni — Schedule C compensation
- Stacey Braun Associates, Inc — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Murphy Anderson Pllc — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- Kathleen Pridmore — Schedule C compensation
- Rosa Amica-Terra — Schedule C compensation
- Steven Kaplan — Schedule C compensation
- Timothy Coppo — Schedule C compensation
- Health Plan Systems, Inc. — Schedule C compensation
- Rosenberg,Rich,Baker,Berman & — Schedule C compensation
- Sharon O'Connor — Schedule C compensation
- Umberto Mariconda — Schedule C compensation
- Nancy Malave — Schedule C compensation
- Vincent Piscitelli — Schedule C compensation
- Concerned Dental Care Of Westcheste — Schedule C compensation
- Jennifer Sudol — Schedule C compensation
- Joann Piscitelli — Schedule C compensation
- Judite Thompson — Schedule C compensation
- Savasta & Co. Inc. — Schedule C compensation
- Dina Altonjy — Schedule C compensation
- Sandra Jimenez — Schedule C compensation
- Joseph Jewell — Schedule C compensation
- Bennett Rothenberg, M.D. — Schedule C compensation
- Melinda Evans — Schedule C compensation
- Patricia Sabatini — Schedule C compensation
- Stokes Investment Consulting LLC — Schedule C compensation
- Mizzone & Testa Law Firm — Schedule C compensation
- Gambino & Demers LLC — Schedule C compensation