2023 Form 5500 filing — Metal Polishers Union Local 8a-28a 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 20241014173026NAL0015364835001) for Metal Polishers Union Local 8a-28a Welfare Fund, reported by Metal Polishers Union Local 8a-28a Welfare Fund under EIN 13-5624028 and plan number 501. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014173026NAL0015364835001
Filing year
2023
Form type
1
Plan sponsor
Metal Polishers Union Local 8a-28a Welfare Fund
EIN
13-5624028
Plan number
501
Location
Long Island City, NY
Participants
431
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,431,808
Total liabilities (EOY)
$1,791,646
Net assets (EOY)
$7,640,162
Employer contributions
$7,184,327
Total income / additions
$7,528,322
Benefits paid
$6,037,965
Administrative expenses
$656,753
Total expenses
$6,694,718
Net increase / (decrease)
$833,604
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Magnacare Administrative ServicesNONE$155,119$15,268
Joseph RamagliaEMPLOYEE$83,389not reported in the loaded dataset
Gloria DiazEMPLOYEE$81,135not reported in the loaded dataset
Nirmalla LallEMPLOYEE$70,796not reported in the loaded dataset
Barnes, Iaccarino & Sheperd LlpNONE$68,544not reported in the loaded dataset
The Segal CompanyNONE$66,550not reported in the loaded dataset
Novak Francella LLCNONE$39,031not reported in the loaded dataset
Marshall & Moss Payroll ComplianceNONE$38,002not reported in the loaded dataset
Empirx HealthNONE$33,541not reported in the loaded dataset
Gallagher Benefit Services, Inc.NONE$23,960$0
Marshall & Moss LlpNONE$23,588not reported in the loaded dataset
Pitta & Giblin LlpNONE$19,250not reported in the loaded dataset
D.D. Services , Inc.NONE$13,538not reported in the loaded dataset

Related Form 5500 pages