2023 Form 5500 filing — Local 817 Ibt 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 20241015130835NAL0028522913002) for Local 817 Ibt Welfare Fund, reported by Teamsters Local 817 Welfare Fund under EIN 13-6210566 and plan number 501. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130835NAL0028522913002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local 817 Welfare Fund
- EIN
- 13-6210566
- Plan number
- 501
- Location
- Great Neck, NY
- Participants
- 1,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,803,845
- Total liabilities (EOY)
- $6,067,947
- Net assets (EOY)
- $68,735,898
- Employer contributions
- $25,807,718
- Participant contributions
- $60,122
- Total income / additions
- $34,765,370
- Benefits paid
- $57,309,821
- Administrative expenses
- $951,395
- Total expenses
- $58,261,216
- Net increase / (decrease)
- -$23,495,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $1,377,448 | not reported in the loaded dataset |
| Davisvision | NONE | $169,890 | not reported in the loaded dataset |
| Kathleen Kreinbihl | EMPLOYEE | $151,447 | not reported in the loaded dataset |
| Christopher O'Donnell | EMPLOYEE | $123,308 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | NONE | $60,825 | $0 |
| The Segal Company | NONE | $60,175 | $0 |
| Nicholas Berto | EMPLOYEE | $51,316 | not reported in the loaded dataset |
| Kevin Lynch | EMPLOYEE | $50,630 | not reported in the loaded dataset |
| Capital Asset Advisors | NONE | $50,000 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $24,244 | not reported in the loaded dataset |
| Thomson Reuters Inc, | NONE | $18,789 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $14,841 | not reported in the loaded dataset |
| Us Bank | NONE | $8,702 | $0 |