Plan5500

Allied Workers Local No. 26 Welfare Fund — 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, Allied Workers Local No. 26 Welfare Fund (EIN 22-3050907) is a plan sponsor located in Rochester, 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
22-3050907
Location
Rochester, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allied Workers Local No. 26 Welfare Fund

  • 1 loaded plans hold $3.3M in reported assets.
  • The largest, International Association Of Heat And Frost Insulators And Allied Workers Local No. 26 Welfare Plan, holds 100% of this company's reported plan assets.
  • Plans cover 68 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,309,073
Total reported assets$3.3M$3,319,839
Total reported participants68
Total reported liabilities$10.8K$10,766

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets
Net assets$3.3MLiabilities$10.8K
Contributions & income
Employer contributions$838K
Participant contributions$145.4K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$640.3K
Total expenses$750K
Net increase / (decrease)$407.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%International Association Of Heat And Frost Insulators And Allied Workers Local No. 26 Welfare Plan
Participants per plan68Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    International Association Of Heat And Frost Insulators And Allied Workers Local No. 26 Welfare Plan$3.3M
    Plan #501 · 68 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allied Workers Local No. 26 Welfare Fund. Open one for its full reported snapshot.

  1. 2023
    International Association Of Heat And Frost Insulators And Allied Workers Local No. 26 Welfare Plan68 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allied Workers Local No. 26 Welfare Fund report on Form 5500?
Allied Workers Local No. 26 Welfare Fund (EIN 22-3050907) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allied Workers Local No. 26 Welfare Fund?
The Employer Identification Number (EIN) reported for Allied Workers Local No. 26 Welfare Fund is 22-3050907.
What is the latest Form 5500 filing year for Allied Workers Local No. 26 Welfare Fund?
The latest loaded Form 5500 filing year for Allied Workers Local No. 26 Welfare Fund is 2023.

Related Form 5500 pages