2023 Form 5500 filing — G.R. Robert Construction Co., Inc. And Usw 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 20241014104700NAL0014789555001) for G.R. Robert Construction Co., Inc. And Usw Welfare Fund, reported by G.R. Robert Construction Co., Inc. under EIN 22-1981613 and plan number 501. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104700NAL0014789555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G.R. Robert Construction Co., Inc.
- EIN
- 22-1981613
- Plan number
- 501
- Location
- Farmingdale, NJ
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,653,550
- Total liabilities (EOY)
- $343,728
- Net assets (EOY)
- $3,309,822
- Employer contributions
- $4,142,224
- Total income / additions
- $4,542,627
- Benefits paid
- $4,216,565
- Administrative expenses
- $31,400
- Total expenses
- $4,247,965
- Net increase / (decrease)
- $294,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allegiance Benefit Plan Management | CLAIMS ADMINISTRATOR | $65,006 | not reported in the loaded dataset |
| Allegiance Benefit Management Plan | CASE MANAGER | $13,749 | not reported in the loaded dataset |
| Morgan Stanley | RIA | $13,458 | not reported in the loaded dataset |
| Holman Frenia Allison, Cpa LLC | AUDITOR | $12,350 | not reported in the loaded dataset |