2023 Form 5500 filing — U.S.W.U. Local 74 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 20241015175624NAL0029317889001) for U.S.W.U. Local 74 Welfare Fund, reported by Board Of Trustees Of U.S.W.U. Local 74 Welfare Fund under EIN 13-1912506 and plan number 501. It reports 1,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175624NAL0029317889001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of U.S.W.U. Local 74 Welfare Fund
- EIN
- 13-1912506
- Plan number
- 501
- Location
- Long Island City, NY
- Participants
- 1,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,963,285
- Total liabilities (EOY)
- $9,161,294
- Net assets (EOY)
- $102,801,991
- Employer contributions
- $35,939,383
- Participant contributions
- $27,944
- Total income / additions
- $49,082,246
- Benefits paid
- $32,560,133
- Administrative expenses
- $2,896,320
- Total expenses
- $35,456,453
- Net increase / (decrease)
- $13,625,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Insurance Inc | NONE | $1,607,077 | $536,846 |
| Zachary Harkin, Esq | EMPLOYEE | $246,446 | not reported in the loaded dataset |
| Littler Mendelson Pc | NONE | $190,000 | not reported in the loaded dataset |
| Fuiman Mogila, Llp | NONE | $150,000 | not reported in the loaded dataset |
| Fitzsimmons Abrams, Llp | NONE | $128,477 | not reported in the loaded dataset |
| Gary Hahn | EMPLOYEE | $127,060 | not reported in the loaded dataset |
| O'Dwyer Bernstien Llp | NONE | $115,000 | not reported in the loaded dataset |
| Maryann Falce | EMPLOYEE | $100,372 | not reported in the loaded dataset |
| Techformative Inc. | NONE | $85,860 | not reported in the loaded dataset |
| Joan Sulay | EMPLOYEE | $83,328 | not reported in the loaded dataset |
| Principal Enhanced Property Fund Lp | NONE | $82,830 | $0 |
| Boyd Watterson Asset Management LLC | NONE | $63,675 | not reported in the loaded dataset |
| Jessica Paniagua | EMPLOYEE | $60,224 | not reported in the loaded dataset |
| Cyber Clarity Inc. | NONE | $60,000 | not reported in the loaded dataset |
| Maria Diaz | EMPLOYEE | $56,944 | not reported in the loaded dataset |
| Ximeno Castro | EMPLOYEE | $54,655 | not reported in the loaded dataset |
| Vanessa Barbosa | EMPLOYEE | $48,810 | not reported in the loaded dataset |
| Reynolds Investment Consulting Srvc | NONE | $40,000 | not reported in the loaded dataset |
| Cps Dental | NONE | $34,380 | not reported in the loaded dataset |
| First Actuarial Consulting Inc | NONE | $30,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $21,810 | $0 |
| Express Scripts (Medco) | NONE | $18,250 | not reported in the loaded dataset |
| Wage Works Inc | NONE | $10,782 | not reported in the loaded dataset |
| Cps Optical | NONE | $7,897 | not reported in the loaded dataset |