Asbestos Workers Philadelphia Welfare Fund — Form 5500 plan (Asbestos Workers Philadelphia 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, Asbestos Workers Philadelphia Welfare Fund is a benefit plan reported by Asbestos Workers Philadelphia Welfare Fund under EIN 23-7097998 and plan number 501. The latest loaded filing year is 2023. The filing reports 876 participants and $32,910,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Philadelphia Welfare Fund
- EIN
- 23-7097998
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 876
- End-of-year plan assets
- $32,910,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 876 | H, C | 20250327150944NAL0029509472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,910,133
- Total liabilities (EOY)
- $2,351,700
- Net assets (EOY)
- $30,558,433
- Net assets (BOY)
- $27,197,094
Income & contributions
- Employer contributions
- $12,652,803
- Participant contributions
- $3,171,387
- Total contributions
- $15,824,190
- Total income / additions
- $18,847,201
Expenses & distributions
- Benefits paid
- $14,512,497
- Administrative expenses
- $973,365
- Total expenses
- $15,485,862
- Net increase / (decrease)
- $3,361,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $254,247 | not reported in the loaded dataset | 2023 |
| Catherine Roller | EMPLOYEE | $142,464 | not reported in the loaded dataset | 2023 |
| Theresa Disabato | EMPLOYEE | $141,146 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $85,623 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $76,073 | $0 | 2023 |
| Katelyn Azofeifa | EMPLOYEE | $57,392 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $50,449 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $48,500 | not reported in the loaded dataset | 2023 |
| Asbestos Workers Local Union No 14 | UNION | $43,399 | not reported in the loaded dataset | 2023 |
| Seneca Consulting Group | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Michael E Burns | EMPLOYEE | $30,324 | not reported in the loaded dataset | 2023 |
| Meranze And Katz P.C. | NONE | $29,995 | not reported in the loaded dataset | 2023 |
| Charlson Braber Mccabe & Denmark | NONE | $29,500 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $18,014 | not reported in the loaded dataset | 2023 |
| Deborah Nahill | NONE | $17,343 | not reported in the loaded dataset | 2023 |
| Loftus-Mermer Oral Surgical Assoc. | NONE | $12,300 | not reported in the loaded dataset | 2023 |
| Allied Trades Assistance Program | NONE | $12,180 | not reported in the loaded dataset | 2023 |
| Meriplex Solutions, LLC | NONE | $7,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Philadelphia Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Aetna — Schedule C compensation
- Catherine Roller — Schedule C compensation
- Theresa Disabato — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Katelyn Azofeifa — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Asbestos Workers Local Union No 14 — Schedule C compensation
- Seneca Consulting Group — Schedule C compensation
- Michael E Burns — Schedule C compensation
- Meranze And Katz P.C. — Schedule C compensation
- Charlson Braber Mccabe & Denmark — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Deborah Nahill — Schedule C compensation
- Loftus-Mermer Oral Surgical Assoc. — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- Meriplex Solutions, LLC — Schedule C compensation