Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F (EIN 13-6118801) is a plan sponsor located in Staten Island, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-6118801
Location
Staten Island, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,882,596
Total reported liabilities (EOY)
$378,127
Total reported net assets (EOY)
$2,504,469

Contributions & income

Employer contributions
$1,024,845
Participant contributions
$416,490
Total income / additions
$1,573,728

Expenses & distributions

Benefits paid / distributions
$1,183,899
Total expenses
$1,387,650
Net increase / (decrease)
$186,078

Coverage

Total reported participants
430
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wholesale Wine Salesmen'S Union Local 18-D Welfare Fund501430$2,882,5962023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F
YearPlanParticipantsSchedulesFiling
2023Wholesale Wine Salesmen'S Union Local 18-D Welfare Fund430H, C20250414082316NAL0001566929001

Related Form 5500 pages