2023 Form 5500 filing — Local 274 Health And Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001100350NAL0006589025003) for Local 274 Health And Welfare Fund, reported by Local 274 Health And Welfare Fund under EIN 23-1489866 and plan number 501. It reports 1,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001100350NAL0006589025003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 274 Health And Welfare Fund
- EIN
- 23-1489866
- Plan number
- 501
- Location
- Cherry Hill, NJ
- Participants
- 1,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,644,880
- Total liabilities (EOY)
- $843,485
- Net assets (EOY)
- $16,801,395
- Employer contributions
- $7,594,116
- Participant contributions
- $325,238
- Total income / additions
- $9,120,977
- Benefits paid
- $6,081,315
- Administrative expenses
- $870,225
- Total expenses
- $6,951,540
- Net increase / (decrease)
- $2,169,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Blue Cross | NONE | $423,294 | not reported in the loaded dataset |
| Benefit Processing Inc | NONE | $325,587 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $105,000 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $83,007 | not reported in the loaded dataset |
| Bolton Partners Inc | NONE | $62,245 | not reported in the loaded dataset |
| Kathleen Lynch | EMPLOYEE | $58,172 | not reported in the loaded dataset |
| Philadelphia Joint Board Workers Un | RELATED LABOR ORG | $55,848 | not reported in the loaded dataset |
| Helen Krzywicki | EMPLOYEE | $43,114 | not reported in the loaded dataset |
| Meranze, Katz, Gaudioso & Newlin, P | NONE | $22,250 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $18,784 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $11,446 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $5,000 | not reported in the loaded dataset |