2023 Form 5500 filing — Allied Security Health & 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 20241011110202NAL0021720849001) for Allied Security Health & Welfare Fund, reported by Board Of Trustees Of Allied Security Health & Welfare Fund under EIN 13-2738779 and plan number 501. It reports 839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110202NAL0021720849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Allied Security Health & Welfare Fund
- EIN
- 13-2738779
- Plan number
- 501
- Location
- Mineola, NY
- Participants
- 839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,251,326
- Total liabilities (EOY)
- $92,498
- Net assets (EOY)
- $4,158,828
- Employer contributions
- $495,716
- Total income / additions
- $666,971
- Benefits paid
- $264,937
- Administrative expenses
- $262,396
- Total expenses
- $527,333
- Net increase / (decrease)
- $139,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aria Employee Benefit Services, Inc | NONE | $49,129 | not reported in the loaded dataset |
| Marybeth Stafford | NONE | $29,167 | not reported in the loaded dataset |
| Federation Pension Bureau | NONE | $21,600 | not reported in the loaded dataset |
| Rocco J. Ricciardi | NONE | $17,004 | not reported in the loaded dataset |
| Gould Kobrick & Schlapp Pc | NONE | $16,000 | not reported in the loaded dataset |
| Allied International Union | RELATED UNION | $12,000 | not reported in the loaded dataset |
| Magnacare | NONE | $10,444 | not reported in the loaded dataset |
| Barnes Iaccarino & Shepherd Llp | NONE | $9,500 | not reported in the loaded dataset |
| David Greenwald, Esq. Pllc | NONE | $9,000 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $7,568 | not reported in the loaded dataset |
| Refined Networking | NONE | $6,636 | not reported in the loaded dataset |