2023 Form 5500 filing — Excavators Union Local 731 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 20241013100011NAL0012381267005) for Excavators Union Local 731 Welfare Fund, reported by Excavators Union 731 Welfare under EIN 13-1615440 and plan number 501. It reports 6,256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013100011NAL0012381267005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Excavators Union 731 Welfare
- EIN
- 13-1615440
- Plan number
- 501
- Location
- Astoria, NY
- Participants
- 6,256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $931,035,083
- Total liabilities (EOY)
- $5,958,288
- Net assets (EOY)
- $925,076,795
- Employer contributions
- $244,694,977
- Participant contributions
- $264,893
- Total income / additions
- $369,911,309
- Benefits paid
- $192,627,080
- Administrative expenses
- $10,174,799
- Total expenses
- $202,801,879
- Net increase / (decrease)
- $167,109,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Bluecross Blueshield | NONE | $4,690,044 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital, LLC | NONE | $380,442 | $0 |
| Bhms | NONE | $375,988 | not reported in the loaded dataset |
| Melvin Feder | ATTORNEY | $326,520 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $294,012 | $0 |
| Delta Dental | NONE | $291,622 | not reported in the loaded dataset |
| Castiglia Llp | AUDITOR | $249,765 | not reported in the loaded dataset |
| Caremark | NONE | $189,762 | not reported in the loaded dataset |
| Pimco | NONE | $185,645 | $0 |
| Segal Co. | NONE | $137,775 | not reported in the loaded dataset |
| M Chen | NONE | $107,410 | not reported in the loaded dataset |
| Jessica Piza | NONE | $88,399 | not reported in the loaded dataset |
| Lydia Deshong | NONE | $87,380 | not reported in the loaded dataset |
| D San Andres | NONE | $64,381 | not reported in the loaded dataset |
| Nicole Lasala | NONE | $63,430 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $61,196 | not reported in the loaded dataset |
| Yvette Rivera | NONE | $56,038 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $36,600 | not reported in the loaded dataset |
| Premier Technology Solutions | NONE | $33,811 | not reported in the loaded dataset |
| Part D Advisors | NONE | $23,270 | not reported in the loaded dataset |
| Syntonics | NONE | $16,380 | not reported in the loaded dataset |
| Payroll Relief | NONE | $8,400 | not reported in the loaded dataset |
| Go To Communications | NONE | $6,924 | not reported in the loaded dataset |
| Union Networking | NONE | $5,997 | not reported in the loaded dataset |
| Wageworks | NONE | $5,652 | not reported in the loaded dataset |
| Quadiant | NONE | $5,061 | not reported in the loaded dataset |