2023 Form 5500 filing — Brotherhood Of Locomotive Engineers And Trainmen Long Island 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 20241013140204NAL0014101539003) for Brotherhood Of Locomotive Engineers And Trainmen Long Island Welfare Fund, reported by Board Of Trustees Of Gen'L Com Adj Brhd Locomotive Engineers under EIN 51-0247782 and plan number 501. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013140204NAL0014101539003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of Gen'L Com Adj Brhd Locomotive Engineers
- EIN
- 51-0247782
- Plan number
- 501
- Location
- Ronkonkoma, NY
- Participants
- 502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,291,842
- Total liabilities (EOY)
- $407,591
- Net assets (EOY)
- $884,251
- Employer contributions
- $519,494
- Participant contributions
- $7,664
- Total income / additions
- $574,355
- Benefits paid
- $248,139
- Administrative expenses
- $334,344
- Total expenses
- $582,483
- Net increase / (decrease)
- -$8,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blet General Comm. Of Adjustment | RELATED ORGANIZATION | $212,902 | not reported in the loaded dataset |
| Gould, Kobrick & Schlapp, Pc | UNION ACCOUNTANT | $28,000 | not reported in the loaded dataset |
| Jbm Computer Consultants Inc | NONE | $26,861 | not reported in the loaded dataset |
| Delta Dental | NONE | $19,260 | not reported in the loaded dataset |
| Bolton | NONE | $15,000 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $11,355 | not reported in the loaded dataset |
| Cohen Weiss & Simon, Llp | UNION ATTORNEY | $10,577 | not reported in the loaded dataset |
| The Segal Company | NONE | $7,267 | not reported in the loaded dataset |