2023 Form 5500 filing — Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity
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 20241011093310NAL0010773299001) for Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity, reported by Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity under EIN 23-6294355 and plan number 501. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093310NAL0010773299001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity
- EIN
- 23-6294355
- Plan number
- 501
- Location
- Limerick, PA
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,112,952
- Total liabilities (EOY)
- $34,823
- Net assets (EOY)
- $4,078,129
- Employer contributions
- $2,457,047
- Participant contributions
- $36,787
- Total income / additions
- $2,858,635
- Benefits paid
- $2,427,759
- Administrative expenses
- $240,490
- Total expenses
- $2,668,249
- Net increase / (decrease)
- $190,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $38,000 | not reported in the loaded dataset |
| Doreen Friel | EMPLOYEE | $31,850 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $19,000 | not reported in the loaded dataset |
| Graystone Consulting Morgan Stanley | NONE | $16,202 | $0 |
| Cigna | NONE | $6,714 | $0 |