2023 Form 5500 filing — Material Yard Workers Local 1175 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 20241009151222NAL0019506577001) for Material Yard Workers Local 1175 Welfare Fund, reported by Material Yard Workers Local 1175 Welfare Fund under EIN 13-5679400 and plan number 501. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009151222NAL0019506577001
Filing year
2023
Form type
1
Plan sponsor
Material Yard Workers Local 1175 Welfare Fund
EIN
13-5679400
Plan number
501
Location
Astoria, NY
Participants
151
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,823,379
Total liabilities (EOY)
$562,411
Net assets (EOY)
$2,260,968
Employer contributions
$4,601,932
Participant contributions
$9,981
Total income / additions
$4,746,282
Benefits paid
$3,918,415
Administrative expenses
$384,466
Total expenses
$4,302,881
Net increase / (decrease)
$443,401
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Connie HenryPERF. SERV. FOR REL PLANS$145,878not reported in the loaded dataset
Gorlick, Kravitz, Listhaus PcPERF. SERV. FOR REL PLANS$139,217not reported in the loaded dataset
Segal CompanyPERF. SERV. FOR REL PLANS$58,500not reported in the loaded dataset
Lerner Law FirmPERF. SERV. FOR REL PLANS$31,000not reported in the loaded dataset
Weaver And Tidwell LlpPERF. SERV. FOR REL PLANS$25,000$0
Buchbinder Tunick & Co. LlpPERF. SERV. FOR REL PLANS$11,780not reported in the loaded dataset
Syntonic Systems, Inc.PERF. SERV. FOR REL PLANS$8,800not reported in the loaded dataset
Msi Technologies, LLCPERF. SERV. FOR REL PLANS$8,001not reported in the loaded dataset
Merrill LynchPERF. SERV. FOR REL PLANS$6,593$0

Related Form 5500 pages