United Production Workers Union Local 17-18 Welfare Fund — Form 5500 plan (United Production Workers Union Local 17-18 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, United Production Workers Union Local 17-18 Welfare Fund is a benefit plan reported by United Production Workers Union Local 17-18 Welfare Fund under EIN 23-7456226 and plan number 501. The latest loaded filing year is 2023. The filing reports 255 participants and $6,507,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Production Workers Union Local 17-18 Welfare Fund
- EIN
- 23-7456226
- Plan number
- 501
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $6,507,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241216182321NAL0003365666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,507,707
- Total liabilities (EOY)
- $225,794
- Net assets (EOY)
- $6,281,913
- Net assets (BOY)
- $6,303,826
Income & contributions
- Employer contributions
- $909,972
- Total contributions
- $909,972
- Total income / additions
- $1,103,521
Expenses & distributions
- Benefits paid
- $512,507
- Administrative expenses
- $612,927
- Total expenses
- $1,125,434
- Net increase / (decrease)
- -$21,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slevin & Hart Pc | ATTORNEY | $144,696 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | ACCOUNTANT | $99,274 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefits Admin | THIRD PARTY ADMINISTRATOR | $93,939 | not reported in the loaded dataset | 2023 |
| Rothman Rocco Laruffa Llp | ATTORNEY | $64,803 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | ACTUARY | $57,376 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman And Company | ACCOUNTANT | $30,000 | not reported in the loaded dataset | 2023 |
| Magnacare | BENEFITS ADMINISTRATOR | $21,665 | not reported in the loaded dataset | 2023 |
| Bits And Bites LLC | IT CONSULTANT | $11,500 | not reported in the loaded dataset | 2023 |
| Iron Mountin Inc | STORAGE | $10,354 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Production Workers Union Local 17-18 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Slevin & Hart Pc — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Rothman Rocco Laruffa Llp — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Citrin Cooperman And Company — Schedule C compensation
- Magnacare — Schedule C compensation
- Bits And Bites LLC — Schedule C compensation
- Iron Mountin Inc — Schedule C compensation