2023 Form 5500 filing — Northeast District Council Of The Opcmia 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 20241015180640NAL0057607906001) for Northeast District Council Of The Opcmia Welfare Fund, reported by Northeast District Council Of The Opcmia Welfare Fund under EIN 13-1567895 and plan number 501. It reports 873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180640NAL0057607906001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northeast District Council Of The Opcmia Welfare Fund
- EIN
- 13-1567895
- Plan number
- 501
- Location
- Bronx, NY
- Participants
- 873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,698,173
- Total liabilities (EOY)
- $16,399,379
- Net assets (EOY)
- $42,298,794
- Employer contributions
- $16,386,930
- Participant contributions
- $411,001
- Total income / additions
- $22,976,043
- Benefits paid
- $20,052,016
- Administrative expenses
- $1,123,494
- Total expenses
- $21,175,510
- Net increase / (decrease)
- $1,800,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thomas Dimattina | NONE | $938,115 | $0 |
| Fitzsimmons Abrams, Llp | NONE | $542,109 | not reported in the loaded dataset |
| Lisa Parisi | EMPLOYEE | $226,742 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $171,172 | not reported in the loaded dataset |
| Diane Ferchland | EMPLOYEE | $132,366 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $108,230 | not reported in the loaded dataset |
| Jbm Computer Consultants, Inc | NONE | $55,727 | not reported in the loaded dataset |
| Colleran O'Hara & Mills, Llp | NONE | $50,921 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $43,603 | $0 |
| Reynolds Consulting Services | NONE | $32,960 | not reported in the loaded dataset |
| Vincent Schiappa Vps Systems | NONE | $27,914 | not reported in the loaded dataset |
| Polen Capital Management | NONE | $26,198 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc | NONE | $15,000 | not reported in the loaded dataset |
| Legg Mason & Co LLC | NONE | $12,921 | $0 |
| Amalgamated Bank | NONE | $8,773 | $261 |
| Booz Allen Hamilton | NONE | $5,493 | $0 |