2023 Form 5500 filing — Upstate Union Health And 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 20241015115705NAL0028286929001) for Upstate Union Health And Welfare Fund, reported by Upstate Union Health And Welfare Fund under EIN 16-6072836 and plan number 501. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115705NAL0028286929001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Upstate Union Health And Welfare Fund
- EIN
- 16-6072836
- Plan number
- 501
- Location
- Syracuse, NY
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,176,084
- Total liabilities (EOY)
- $301,983
- Net assets (EOY)
- $874,101
- Employer contributions
- $137,527
- Participant contributions
- $151,521
- Total income / additions
- $403,983
- Benefits paid
- $242,366
- Administrative expenses
- $50,798
- Total expenses
- $293,164
- Net increase / (decrease)
- $110,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blitman & King, Llp | NONE | $20,490 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | NONE | $10,900 | not reported in the loaded dataset |