2023 Form 5500 filing — America'S Family 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 20241015155316NAL0048766816004) for America'S Family Welfare Fund, reported by America'S Family Health & Welfare Fund under EIN 16-0840561 and plan number 501. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155316NAL0048766816004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- America'S Family Health & Welfare Fund
- EIN
- 16-0840561
- Plan number
- 501
- Location
- Williamsville, NY
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,572,559
- Total liabilities (EOY)
- $161,488
- Net assets (EOY)
- $2,411,071
- Employer contributions
- $3,469,104
- Participant contributions
- $206,383
- Total income / additions
- $3,845,633
- Benefits paid
- $3,154,297
- Administrative expenses
- $299,894
- Total expenses
- $3,454,191
- Net increase / (decrease)
- $391,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| James Swiencicki Dds | NONE | $80,309 | $0 |
| William Ochocinski | EMPLOYEE | $62,429 | $0 |
| Softpath, Inc. | NONE | $29,725 | $0 |
| Michelle Ochocinski | EMPLOYEE | $28,017 | $0 |
| Efpr Group, Cpas, Pllc | NONE | $17,200 | $0 |
| Raymond Morgan | EMPLOYEE | $15,982 | $0 |
| Federated Pension Bureau | NONE | $15,600 | $0 |
| Cambridge Advisors | NONE | $10,157 | $0 |