2023 Form 5500 filing — Westchester Heavy Construction Laborers Local 60 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 20241013224252NAL0026342145001) for Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund, reported by Board Of Trustees Local 60 Health & Welfare Fund under EIN 13-1737041 and plan number 501. It reports 966 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013224252NAL0026342145001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 60 Health & Welfare Fund
- EIN
- 13-1737041
- Plan number
- 501
- Location
- Hawthorne, NY
- Participants
- 966
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,768,118
- Total liabilities (EOY)
- $3,397,307
- Net assets (EOY)
- $30,370,811
- Employer contributions
- $16,726,571
- Participant contributions
- $127,347
- Total income / additions
- $20,263,558
- Benefits paid
- $15,614,940
- Administrative expenses
- $1,280,806
- Total expenses
- $16,895,746
- Net increase / (decrease)
- $3,367,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | CLAIMS PROCESSOR | $449,078 | not reported in the loaded dataset |
| Tocqueville Asset Management Lp | INVESTMENT MANAGER | $92,014 | not reported in the loaded dataset |
| Christine Costa | PLAN ADMINISTRATOR | $85,995 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $84,225 | not reported in the loaded dataset |
| Michael Cruz | EMPLOYEE | $61,441 | not reported in the loaded dataset |
| Milliman, Inc. | ACTUARY | $57,504 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $29,084 | not reported in the loaded dataset |
| Milcia Fermin | EMPLOYEE | $26,940 | not reported in the loaded dataset |
| Jindriska Gonzalez | EMPLOYEE | $25,794 | not reported in the loaded dataset |
| Tpa Corporation | COMPUTER CONSULTANT | $21,840 | not reported in the loaded dataset |
| Theodor H. Brown, Dds | DENTAL CONSULTANT | $21,300 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT CONSULTANT | $10,000 | not reported in the loaded dataset |
| M&T Bank Inst'L Retirement Services | INVESTMENT CUSTODIAN | $8,967 | $0 |
| Hess Technology Consulting, Inc. | COMPUTER CONSULTANT | $8,333 | not reported in the loaded dataset |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $6,089 | not reported in the loaded dataset |