The Local 7 Tile Industry Welfare Fund — Form 5500 plan (Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In)
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, The Local 7 Tile Industry Welfare Fund is a benefit plan reported by Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In under EIN 38-6829766 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,181 participants and $19,156,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In
- EIN
- 38-6829766
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,181
- End-of-year plan assets
- $19,156,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,181 | H, C | 20241015143303NAL0049931696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,156,887
- Total liabilities (EOY)
- $1,398,405
- Net assets (EOY)
- $17,758,482
- Net assets (BOY)
- $21,968,220
Income & contributions
- Employer contributions
- $21,640,120
- Participant contributions
- $4,877,230
- Total contributions
- $26,517,350
- Total income / additions
- $28,179,357
Expenses & distributions
- Benefits paid
- $31,018,019
- Administrative expenses
- $1,371,076
- Total expenses
- $32,389,095
- Net increase / (decrease)
- -$4,209,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Daniel H. Cook & Associates | NONE | $537,394 | not reported in the loaded dataset | 2023 |
| Payer Matrix, LLC | NONE | $228,259 | not reported in the loaded dataset | 2023 |
| O'Connor Davies Llp | NONE | $110,000 | not reported in the loaded dataset | 2023 |
| Broadreach Medical Resources, Inc. | NONE | $100,423 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder | NONE | $70,064 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance Inc. | NONE | $67,820 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $41,073 | not reported in the loaded dataset | 2023 |
| The Segal Group Inc. | NONE | $39,682 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills | NONE | $28,630 | not reported in the loaded dataset | 2023 |
| Littler Mendelson Pc | NONE | $19,800 | not reported in the loaded dataset | 2023 |
| Reynolds Securities | NONE | $15,920 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Ny | NONE | $13,733 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tmt Bac Local Union 7 Welfare Fund C/O Daniel H. Cook Associates, In
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Daniel H. Cook & Associates — Schedule C compensation
- Payer Matrix, LLC — Schedule C compensation
- O'Connor Davies Llp — Schedule C compensation
- Broadreach Medical Resources, Inc. — Schedule C compensation
- Virginia & Ambinder — Schedule C compensation
- Empire Healthchoice Assurance Inc. — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- The Segal Group Inc. — Schedule C compensation
- Colleran, O'Hara & Mills — Schedule C compensation
- Littler Mendelson Pc — Schedule C compensation
- Reynolds Securities — Schedule C compensation
- Amalgamated Bank Of Ny — Schedule C compensation