2023 Form 5500 filing — Building Services Local 2 - 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 20241015121232NAL0049286016001) for Building Services Local 2 - Welfare Fund, reported by Local 2, Building Service Employees & Factory Workers,Uswu-Iujat under EIN 11-1831226 and plan number 501. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121232NAL0049286016001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 2, Building Service Employees & Factory Workers,Uswu-Iujat
- EIN
- 11-1831226
- Plan number
- 501
- Location
- Ozone Park, NY
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,926,493
- Total liabilities (EOY)
- $334,341
- Net assets (EOY)
- $23,592,152
- Employer contributions
- $5,973,055
- Total income / additions
- $7,621,615
- Benefits paid
- $2,921,337
- Administrative expenses
- $546,744
- Total expenses
- $3,468,081
- Net increase / (decrease)
- $4,153,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mary Clanton | OFFICER | $167,940 | not reported in the loaded dataset |
| Leading Edge Adminstrators | NONE | $131,620 | $0 |
| Empire Healthchoice Assurance, Inc. | NONE | $76,358 | not reported in the loaded dataset |
| Raymond James Financials | NONE | $56,162 | $0 |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $30,000 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $18,500 | not reported in the loaded dataset |
| Gary Rothman | NONE | $18,000 | not reported in the loaded dataset |
| Minsky & Cottone, Cpas, Pc | NONE | $15,600 | not reported in the loaded dataset |