South Florida Hotel & Culinary Employees Welfare Fund — Form 5500 plan (Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf)
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, South Florida Hotel & Culinary Employees Welfare Fund is a benefit plan reported by Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf under EIN 59-2031804 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,260 participants and $30,867,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf
- EIN
- 59-2031804
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 2,260
- End-of-year plan assets
- $30,867,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,260 | H, C | 20241015112234NAL0014475603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,867,389
- Total liabilities (EOY)
- $7,154,662
- Net assets (EOY)
- $23,712,727
- Net assets (BOY)
- $18,164,508
Income & contributions
- Employer contributions
- $30,162,168
- Participant contributions
- $9,002
- Total contributions
- $30,171,170
- Total income / additions
- $31,840,134
Expenses & distributions
- Benefits paid
- $25,356,327
- Administrative expenses
- $935,588
- Total expenses
- $26,291,915
- Net increase / (decrease)
- $5,548,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Admin | NONE | $496,674 | not reported in the loaded dataset | 2023 |
| Karpus Investment Magnagement | NONE | $108,919 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind Pa | NONE | $88,900 | not reported in the loaded dataset | 2023 |
| Brown & Brown | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co | NONE | $23,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Admin — Schedule C compensation
- Karpus Investment Magnagement — Schedule C compensation
- Sugarman & Susskind Pa — Schedule C compensation
- Brown & Brown — Schedule C compensation
- Lapadula Carlson & Co — Schedule C compensation