2023 Form 5500 filing — Cement And Concrete Workers Dc 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 20241003115212NAL0017594464001) for Cement And Concrete Workers Dc Welfare Fund, reported by Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund under EIN 13-5542693 and plan number 501. It reports 1,707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003115212NAL0017594464001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Cement And Concrete Workers Dc Welfare Fund
- EIN
- 13-5542693
- Plan number
- 501
- Location
- Bayside, NY
- Participants
- 1,707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,554,764
- Total liabilities (EOY)
- $14,253,870
- Net assets (EOY)
- $75,300,894
- Employer contributions
- $15,962,855
- Participant contributions
- $4,639,749
- Total income / additions
- $29,622,915
- Benefits paid
- $35,725,322
- Administrative expenses
- $1,810,879
- Total expenses
- $37,536,201
- Net increase / (decrease)
- -$7,913,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $545,356 | not reported in the loaded dataset |
| Gorlick Kravitz & Listhaus Pc | NONE | $519,441 | not reported in the loaded dataset |
| Fitzsimmons Abrams, Llp | NONE | $251,602 | not reported in the loaded dataset |
| Abby Kaplan | NONE | $218,169 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $185,298 | not reported in the loaded dataset |
| Basys LLC | NONE | $176,070 | not reported in the loaded dataset |
| Horizon Actuarial Consulting | NONE | $140,653 | not reported in the loaded dataset |
| Part D Advisors Inc | NONE | $134,661 | not reported in the loaded dataset |
| Alexa Angelone | NONE | $132,476 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $105,376 | not reported in the loaded dataset |
| Jessica Schippell | NONE | $100,440 | not reported in the loaded dataset |
| Giovanna Bellantuono | NONE | $94,963 | not reported in the loaded dataset |
| Xiao Mei Qu | NONE | $91,581 | not reported in the loaded dataset |
| Angelica M Yagual | NONE | $88,532 | not reported in the loaded dataset |
| Felicia Jones | NONE | $71,123 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital | NONE | $67,595 | $0 |
| Harris Rand Lusk LLC | NONE | $50,000 | not reported in the loaded dataset |
| Melody Covati | NONE | $48,045 | not reported in the loaded dataset |
| Cigna | NONE | $45,047 | not reported in the loaded dataset |
| Margaret Bowen | NONE | $41,304 | not reported in the loaded dataset |
| Maria Dimaria | NONE | $39,267 | not reported in the loaded dataset |
| Tri-State Administrators Inc | NONE | $29,069 | not reported in the loaded dataset |
| Adecco Employment Services | NONE | $21,468 | not reported in the loaded dataset |
| Fenimore Asset Management, Inc. | NONE | $17,107 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $14,923 | $0 |
| Reynolds Consulting Services LLC | NONE | $11,250 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $9,078 | not reported in the loaded dataset |