2023 Form 5500 filing — Uaw Local 2179 Health And Welfare Plan
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 20241009150201NAL0031644768001) for Uaw Local 2179 Health And Welfare Plan, reported by Board Of Trustees under EIN 11-3480435 and plan number 501. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009150201NAL0031644768001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees
- EIN
- 11-3480435
- Plan number
- 501
- Location
- Pelham, NY
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,917,005
- Total liabilities (EOY)
- $47,751
- Net assets (EOY)
- $3,869,254
- Employer contributions
- $3,632,715
- Participant contributions
- $2,926
- Total income / additions
- $3,809,362
- Benefits paid
- $3,447,128
- Administrative expenses
- $179,920
- Total expenses
- $3,627,048
- Net increase / (decrease)
- $182,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ahalya Persaud | NONE | $105,061 | not reported in the loaded dataset |
| Gould, Kobrick, & Schlapp P.C. | NONE | $14,000 | not reported in the loaded dataset |
| Uaw Local 2179 | RELATED UNION | $7,889 | not reported in the loaded dataset |
| Eisner & Dictor, P.C. | NONE | $6,250 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $5,002 | not reported in the loaded dataset |