Ironworkers Local 11 Welfare Fund — Form 5500 plan (Ironworkers Local 11 Welfare Fund Board Of Trustees)
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, Ironworkers Local 11 Welfare Fund is a benefit plan reported by Ironworkers Local 11 Welfare Fund Board Of Trustees under EIN 22-6041517 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,054 participants and $63,772,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ironworkers Local 11 Welfare Fund Board Of Trustees
- EIN
- 22-6041517
- Plan number
- 501
- Plan type
- 1
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 1,054
- End-of-year plan assets
- $63,772,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,054 | H, C | 20250331095146NAL0010879938001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,772,032
- Total liabilities (EOY)
- $8,216,873
- Net assets (EOY)
- $55,555,159
- Net assets (BOY)
- $59,449,088
Income & contributions
- Employer contributions
- $38,793,748
- Participant contributions
- $426,231
- Total contributions
- $39,613,639
- Total income / additions
- $43,434,156
Expenses & distributions
- Benefits paid
- $43,223,731
- Administrative expenses
- $4,104,354
- Total expenses
- $47,328,085
- Net increase / (decrease)
- -$3,893,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $490,868 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $374,940 | not reported in the loaded dataset | 2023 |
| William Kolfenbach | EMPLOYEE | $218,472 | not reported in the loaded dataset | 2023 |
| Benecard | NONE | $170,761 | not reported in the loaded dataset | 2023 |
| Michael Rosenstock | EMPLOYEE | $150,377 | not reported in the loaded dataset | 2023 |
| Beatriz Ventura | EMPLOYEE | $134,692 | not reported in the loaded dataset | 2023 |
| Andrew Roos | EMPLOYEE | $132,046 | not reported in the loaded dataset | 2023 |
| Olmec | NONE | $129,339 | not reported in the loaded dataset | 2023 |
| Reiza Lopez | EMPLOYEE | $115,198 | not reported in the loaded dataset | 2023 |
| Zulma Sanclemente-Concha | EMPLOYEE | $107,039 | not reported in the loaded dataset | 2023 |
| Jennifer Haniuk | EMPLOYEE | $91,535 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Tania Guerrero | EMPLOYEE | $71,684 | not reported in the loaded dataset | 2023 |
| Erica Laforte | EMPLOYEE | $68,692 | not reported in the loaded dataset | 2023 |
| Milena Romanichen | EMPLOYEE | $59,748 | not reported in the loaded dataset | 2023 |
| Andrew D. Prince | EMPLOYEE | $59,021 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani | NONE | $58,967 | $0 | 2023 |
| Delta Dental Of Nj | NONE | $53,582 | not reported in the loaded dataset | 2023 |
| Christina Roman | EMPLOYEE | $51,720 | not reported in the loaded dataset | 2023 |
| Giovanna Ruggiero | EMPLOYEE | $49,233 | not reported in the loaded dataset | 2023 |
| Weaver C. Barksdale & Associates | NONE | $48,879 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Ricardo Davis | EMPLOYEE | $40,734 | not reported in the loaded dataset | 2023 |
| Stephanie Silva | EMPLOYEE | $40,560 | not reported in the loaded dataset | 2023 |
| Rosa Nunez-Batista | EMPLOYEE | $34,476 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $26,216 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan, Pc | NONE | $22,555 | not reported in the loaded dataset | 2023 |
| Joseph R. Pagano, Pa | NONE | $11,430 | not reported in the loaded dataset | 2023 |
| J.J. Pierson, P.C. | NONE | $8,500 | not reported in the loaded dataset | 2023 |
| Basys, Inc. | NONE | $7,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ironworkers Local 11 Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Horizon Healthcare Services, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- William Kolfenbach — Schedule C compensation
- Benecard — Schedule C compensation
- Michael Rosenstock — Schedule C compensation
- Beatriz Ventura — Schedule C compensation
- Andrew Roos — Schedule C compensation
- Olmec — Schedule C compensation
- Reiza Lopez — Schedule C compensation
- Zulma Sanclemente-Concha — Schedule C compensation
- Jennifer Haniuk — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Tania Guerrero — Schedule C compensation
- Erica Laforte — Schedule C compensation
- Milena Romanichen — Schedule C compensation
- Andrew D. Prince — Schedule C compensation
- Cleary, Josem & Trigiani — Schedule C compensation
- Delta Dental Of Nj — Schedule C compensation
- Christina Roman — Schedule C compensation
- Giovanna Ruggiero — Schedule C compensation
- Weaver C. Barksdale & Associates — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Ricardo Davis — Schedule C compensation
- Stephanie Silva — Schedule C compensation
- Rosa Nunez-Batista — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Susanin Widman & Brennan, Pc — Schedule C compensation
- Joseph R. Pagano, Pa — Schedule C compensation
- J.J. Pierson, P.C. — Schedule C compensation
- Basys, Inc. — Schedule C compensation