Plan5500

2023 Form 5500 filing — United Union Of Roofers, Waterproofers, & Allied Workers, Local 154 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 20241015191901NAL0030737441001) for United Union Of Roofers, Waterproofers, & Allied Workers, Local 154 Welfare Fund, reported by Board Of Trustees Local 154 Welfare Fund under EIN 11-1670612 and plan number 501. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015191901NAL0030737441001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Local 154 Welfare Fund
EIN
11-1670612
Plan number
501
Location
Hauppauge, NY
Participants
169
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,289,850
Total liabilities (EOY)
$933,939
Net assets (EOY)
$5,355,911
Employer contributions
$5,451,189
Participant contributions
$39,626
Total income / additions
$5,741,390
Benefits paid
$5,135,026
Administrative expenses
$130,571
Total expenses
$5,265,597
Net increase / (decrease)
$475,793
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Virginia & Ambinder LlpLEGAL$33,777not reported in the loaded dataset
The Mckeogh CompanyACTUARY$22,800not reported in the loaded dataset
Gettry Marcus Cpa, P.C.ACCOUNTANT$22,438not reported in the loaded dataset
Marshall & Moss Admin Services, IncCONTRACT ADMINISTRATOR$20,038not reported in the loaded dataset
Reynolds Consulting ServicesINVESTMENT CONSULTANT$6,250not reported in the loaded dataset

Related Form 5500 pages