2023 Form 5500 filing — Local 945 Ib Of T 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 20241015125318NAL0028485233001) for Local 945 Ib Of T Welfare Fund, reported by Board Of Trustees Of I.B. Of T. Welfare Fund - 945 under EIN 22-1644608 and plan number 501. It reports 1,682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125318NAL0028485233001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of I.B. Of T. Welfare Fund - 945
- EIN
- 22-1644608
- Plan number
- 501
- Location
- Wayne, NJ
- Participants
- 1,682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,296,211
- Total liabilities (EOY)
- $4,595,892
- Net assets (EOY)
- $23,700,319
- Employer contributions
- $34,190,300
- Participant contributions
- $93,743
- Total income / additions
- $35,841,887
- Benefits paid
- $33,007,168
- Administrative expenses
- $2,545,050
- Total expenses
- $35,552,218
- Net increase / (decrease)
- $289,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $976,756 | not reported in the loaded dataset |
| Empirx Health | NONE | $674,539 | not reported in the loaded dataset |
| Payer Matrix, LLC | NONE | $0 | $634,689 |
| Catherine Oakes | EMPLOYEE | $100,959 | not reported in the loaded dataset |
| Antonio Petillo | EMPLOYEE | $62,400 | not reported in the loaded dataset |
| Mary Gentile | EMPLOYEE | $56,144 | not reported in the loaded dataset |
| Lynn Thomson | EMPLOYEE | $49,598 | not reported in the loaded dataset |
| Mspc | ACCT FOR LOCAL 125 | $47,201 | not reported in the loaded dataset |
| Jennifer Chermak | EMPLOYEE | $43,383 | not reported in the loaded dataset |
| Mb Connaughton Esqs., LLC | ATTY FOR LOCAL 125 | $39,985 | not reported in the loaded dataset |
| O'Sullivan Associates, Inc. | NONE | $39,500 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $37,658 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $31,580 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital, LLC | NONE | $26,697 | not reported in the loaded dataset |
| Bridgeway Benefit Technology | NONE | $25,044 | not reported in the loaded dataset |
| Dealy & Silberstein, Llp | NONE | $21,342 | not reported in the loaded dataset |
| Information Business Technology | NONE | $17,967 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $12,896 | not reported in the loaded dataset |
| National Vision Administrators, LLC | NONE | $7,933 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $7,000 | $0 |
| Lynch & Murray, Cpa'S | NONE | $6,650 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $4,035 | $0 |