Allied Welfare Fund — Form 5500 plan (Allied 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, Allied Welfare Fund is a benefit plan reported by Allied Welfare Fund under EIN 22-6062974 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,603 participants and $48,591,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Welfare Fund
- EIN
- 22-6062974
- Plan number
- 501
- Plan type
- 1
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 1,603
- End-of-year plan assets
- $48,591,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,603 | H, C | 20241015210105NAL0029664017002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,591,164
- Total liabilities (EOY)
- $2,344,057
- Net assets (EOY)
- $46,247,107
- Net assets (BOY)
- $44,786,216
Income & contributions
- Employer contributions
- $4,957,716
- Participant contributions
- $27,683
- Total contributions
- $4,985,399
- Total income / additions
- $11,492,100
Expenses & distributions
- Benefits paid
- $9,011,670
- Administrative expenses
- $1,019,539
- Total expenses
- $10,031,209
- Net increase / (decrease)
- $1,460,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crossroads Healthcare Managmnt LLC | NONE | $640,965 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co, Llp | NONE | $140,280 | not reported in the loaded dataset | 2023 |
| Friedman And Anspach | NONE | $130,506 | not reported in the loaded dataset | 2023 |
| Empire Blue Cross Blue Shield | NONE | $110,838 | not reported in the loaded dataset | 2023 |
| Magna Care | NONE | $44,344 | not reported in the loaded dataset | 2023 |
| David R. Pfaff, M.D. | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Dd Services, Inc | NONE | $14,735 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services,LLC | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $10,593 | $0 | 2023 |
| Charlie N. Hall Sr. | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Staten Island, NY
- Crossroads Healthcare Managmnt LLC — Schedule C compensation
- Buchbinder Tunick & Co, Llp — Schedule C compensation
- Friedman And Anspach — Schedule C compensation
- Empire Blue Cross Blue Shield — Schedule C compensation
- Magna Care — Schedule C compensation
- David R. Pfaff, M.D. — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Dd Services, Inc — Schedule C compensation
- Summit Actuarial Services,LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Charlie N. Hall Sr. — Schedule C compensation