Division 1181 Atu - New York Welfare Fund — Form 5500 plan (Division 1181 Atu Ny Welfare Fund & Plan)
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, Division 1181 Atu - New York Welfare Fund is a benefit plan reported by Division 1181 Atu Ny Welfare Fund & Plan under EIN 23-7255573 and plan number 503. The latest loaded filing year is 2023. The filing reports 9,267 participants and $120,001,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Division 1181 Atu Ny Welfare Fund & Plan
- EIN
- 23-7255573
- Plan number
- 503
- Plan type
- 1
- Location
- Valley Stream, NY
- Latest filing year
- 2023
- Participants
- 9,267
- End-of-year plan assets
- $120,001,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,267 | H, C | 20250117181220NAL0041978784002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,001,891
- Total liabilities (EOY)
- $17,183,008
- Net assets (EOY)
- $102,818,883
- Net assets (BOY)
- $81,769,047
Income & contributions
- Employer contributions
- $114,391,680
- Participant contributions
- $11,777,507
- Total contributions
- $126,169,187
- Total income / additions
- $133,296,017
Expenses & distributions
- Benefits paid
- $105,965,489
- Administrative expenses
- $6,280,692
- Total expenses
- $112,246,181
- Net increase / (decrease)
- $21,049,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $3,034,580 | not reported in the loaded dataset | 2023 |
| Payer Matrix, LLC | NONE | $757,609 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick And Company Llp | PRO SRVS REL ORGS | $273,800 | not reported in the loaded dataset | 2023 |
| C&R Consulting, Inc | PRO SRVS FOR REL EBP | $247,502 | not reported in the loaded dataset | 2023 |
| Robert D'Ulisse | PRO SRVS REL ORGS | $213,126 | not reported in the loaded dataset | 2023 |
| Express Scripts Holding Co. | NONE | $191,530 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, Pc | PRO SRVS REL ORGS | $183,234 | not reported in the loaded dataset | 2023 |
| Vincent Zito | PRO SRVS REL ORGS | $170,501 | not reported in the loaded dataset | 2023 |
| Eulalia Zito | PRO SRVS FOR REL EBP | $131,546 | not reported in the loaded dataset | 2023 |
| Jo Ann Isolano | PRO SRVS FOR REL EBP | $99,070 | not reported in the loaded dataset | 2023 |
| Brian Chabra | PRO SRVS FOR REL EBP | $98,141 | not reported in the loaded dataset | 2023 |
| Hilder L. Laverde | PRO SRVS REL ORGS | $95,670 | not reported in the loaded dataset | 2023 |
| Gunther Mejia | PRO SRVS FOR REL EBP | $90,146 | not reported in the loaded dataset | 2023 |
| Donna A. Scala | PRO SRVS REL ORGS | $83,711 | not reported in the loaded dataset | 2023 |
| Swarsattie Bachan | PRO SRVS FOR REL EBP | $83,711 | not reported in the loaded dataset | 2023 |
| Donna A. Schuster | PRO SRVS REL ORGS | $82,505 | not reported in the loaded dataset | 2023 |
| Nicole C, Bongiorno | PRO SRVS FOR REL EBP | $81,980 | not reported in the loaded dataset | 2023 |
| Amy Gartland | PRO SRVS REL ORGS | $78,418 | not reported in the loaded dataset | 2023 |
| Ambrina Aslam | NONE | $77,732 | not reported in the loaded dataset | 2023 |
| Anna E. Virgona | PRO SRVS REL ORGS | $73,606 | not reported in the loaded dataset | 2023 |
| Margaret H. Lamonica | PRO SRVS REL ORGS | $68,847 | not reported in the loaded dataset | 2023 |
| Iris Torres | NONE | $68,317 | not reported in the loaded dataset | 2023 |
| Yeeman Pun | PRO SRVS FOR REL EBP | $64,539 | not reported in the loaded dataset | 2023 |
| Norma Gayle | PRO SRVS REL ORGS | $61,705 | not reported in the loaded dataset | 2023 |
| Margaret M. Difano | PRO SRVS REL ORGS | $61,074 | not reported in the loaded dataset | 2023 |
| Renee D. Pinckney | PRO SRVS FOR REL EBP | $57,500 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | PRO SRVS FOR REL EBP | $55,500 | not reported in the loaded dataset | 2023 |
| Roger Santos | NONE | $50,614 | not reported in the loaded dataset | 2023 |
| Daniel Istrico | PRO SRVS FOR REL EBP | $46,094 | not reported in the loaded dataset | 2023 |
| Anne Oakes | PRO SRVS FOR REL EBP | $44,582 | not reported in the loaded dataset | 2023 |
| Mintz & Gold Llp | PRO SRVS REL BEN PLANS | $41,167 | not reported in the loaded dataset | 2023 |
| Ashley M. Micciulli | PRO SRVS FOR REL EBP | $34,680 | not reported in the loaded dataset | 2023 |
| Warren Kabash | NONE | $33,455 | not reported in the loaded dataset | 2023 |
| Syntonic Systems, Inc. | PRO SRVS FOR REL EBP | $27,441 | not reported in the loaded dataset | 2023 |
| Meyer, Souzzi, English & Klein, P.C | PRO SRVS REL ORGS | $19,888 | not reported in the loaded dataset | 2023 |
| Msi Technologies, LLC | PRO SRVS FOR REL EBP | $10,400 | not reported in the loaded dataset | 2023 |
| Vision Screening, Inc. | NONE | $5,983 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Division 1181 Atu Ny Welfare Fund & Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Stream, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Payer Matrix, LLC — Schedule C compensation
- Buchbinder Tunick And Company Llp — Schedule C compensation
- C&R Consulting, Inc — Schedule C compensation
- Robert D'Ulisse — Schedule C compensation
- Express Scripts Holding Co. — Schedule C compensation
- Slevin & Hart, Pc — Schedule C compensation
- Vincent Zito — Schedule C compensation
- Eulalia Zito — Schedule C compensation
- Jo Ann Isolano — Schedule C compensation
- Brian Chabra — Schedule C compensation
- Hilder L. Laverde — Schedule C compensation
- Gunther Mejia — Schedule C compensation
- Donna A. Scala — Schedule C compensation
- Swarsattie Bachan — Schedule C compensation
- Donna A. Schuster — Schedule C compensation
- Nicole C, Bongiorno — Schedule C compensation
- Amy Gartland — Schedule C compensation
- Ambrina Aslam — Schedule C compensation
- Anna E. Virgona — Schedule C compensation
- Margaret H. Lamonica — Schedule C compensation
- Iris Torres — Schedule C compensation
- Yeeman Pun — Schedule C compensation
- Norma Gayle — Schedule C compensation
- Margaret M. Difano — Schedule C compensation
- Renee D. Pinckney — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Roger Santos — Schedule C compensation
- Daniel Istrico — Schedule C compensation
- Anne Oakes — Schedule C compensation
- Mintz & Gold Llp — Schedule C compensation
- Ashley M. Micciulli — Schedule C compensation
- Warren Kabash — Schedule C compensation
- Syntonic Systems, Inc. — Schedule C compensation
- Meyer, Souzzi, English & Klein, P.C — Schedule C compensation
- Msi Technologies, LLC — Schedule C compensation
- Vision Screening, Inc. — Schedule C compensation