Brotherhood Of Locomotive Engineers And Trainmen Long Island Welfare Fund — Form 5500 plan (Board Of Trustees Of Gen'L Com Adj Brhd Locomotive Engineers)

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, Brotherhood Of Locomotive Engineers And Trainmen Long Island Welfare Fund is a benefit plan reported by Board Of Trustees Of Gen'L Com Adj Brhd Locomotive Engineers under EIN 51-0247782 and plan number 501. The latest loaded filing year is 2023. The filing reports 502 participants and $1,291,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Gen'L Com Adj Brhd Locomotive Engineers
EIN
51-0247782
Plan number
501
Plan type
2
Location
Ronkonkoma, NY
Latest filing year
2023
Participants
502
End-of-year plan assets
$1,291,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023502H, C20241013140204NAL0014101539003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,291,842
Total liabilities (EOY)
$407,591
Net assets (EOY)
$884,251
Net assets (BOY)
$892,379

Income & contributions

Employer contributions
$519,494
Participant contributions
$7,664
Total contributions
$527,158
Total income / additions
$574,355

Expenses & distributions

Benefits paid
$248,139
Administrative expenses
$334,344
Total expenses
$582,483
Net increase / (decrease)
-$8,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blet General Comm. Of AdjustmentRELATED ORGANIZATION$212,902not reported in the loaded dataset2023
Gould, Kobrick & Schlapp, PcUNION ACCOUNTANT$28,000not reported in the loaded dataset2023
Jbm Computer Consultants IncNONE$26,861not reported in the loaded dataset2023
Delta DentalNONE$19,260not reported in the loaded dataset2023
BoltonNONE$15,000not reported in the loaded dataset2023
Investment Performance Services LLCNONE$11,355not reported in the loaded dataset2023
Cohen Weiss & Simon, LlpUNION ATTORNEY$10,577not reported in the loaded dataset2023
The Segal CompanyNONE$7,267not reported in the loaded dataset2023

Related Form 5500 pages