2023 Form 5500 filing — Bctgm Atlantic Health And 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 20241015192404NAL0030749729001) for Bctgm Atlantic Health And Welfare Fund, reported by Board Of Trustees Bctgm Atlantic Health And Welfare Fund under EIN 13-5616752 and plan number 501. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192404NAL0030749729001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bctgm Atlantic Health And Welfare Fund
- EIN
- 13-5616752
- Plan number
- 501
- Location
- Ozone Park, NY
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,182,796
- Total liabilities (EOY)
- $134,538
- Net assets (EOY)
- $14,048,258
- Employer contributions
- $8,900,084
- Participant contributions
- $184,799
- Total income / additions
- $10,605,006
- Benefits paid
- $6,539,411
- Administrative expenses
- $699,853
- Total expenses
- $7,239,264
- Net increase / (decrease)
- $3,365,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cadaret Grant & Co Inc. | INVESTMENT MANAGER | $145,131 | not reported in the loaded dataset |
| Raymond Aquilino | TRUSTEE | $127,600 | not reported in the loaded dataset |
| Nancy Martinez | EMPLOYEE | $54,454 | not reported in the loaded dataset |
| Henry J Mckay | EMPLOYEE | $46,400 | not reported in the loaded dataset |
| Cynomys Inc | ACTUARY | $42,000 | not reported in the loaded dataset |
| Kmr Systems Corporation | COMPUTER CONSULTANT | $42,000 | not reported in the loaded dataset |
| Fuiman Mogila Llp | LEGAL SERVICES | $30,800 | not reported in the loaded dataset |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $27,418 | not reported in the loaded dataset |
| Cigna Health Insurance Company | CLAIMS PROCESSOR | $26,944 | $0 |
| Locktight Solutions, Inc. | COMPUTER CONSULTANT | $15,366 | not reported in the loaded dataset |
| D.D. Services, Inc. | DENTAL SERVICES ADMIN | $13,910 | not reported in the loaded dataset |
| T.S. Bookkeeping Inc | BOOKKEEPER | $10,056 | not reported in the loaded dataset |