2023 Form 5500 filing — General Building Laborers' Local 66 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 20241209114818NAL0006613299001) for General Building Laborers' Local 66 Welfare Fund, reported by Bd Of Trustees Gen'L Blg Laborers' Local 66 Welfare Fund under EIN 11-1627279 and plan number 501. It reports 671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209114818NAL0006613299001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Gen'L Blg Laborers' Local 66 Welfare Fund
- EIN
- 11-1627279
- Plan number
- 501
- Location
- Melville, NY
- Participants
- 671
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,459,057
- Total liabilities (EOY)
- $14,289,680
- Net assets (EOY)
- $35,169,377
- Employer contributions
- $12,567,390
- Participant contributions
- $2,825,820
- Total income / additions
- $18,828,524
- Benefits paid
- $12,689,246
- Administrative expenses
- $1,556,392
- Total expenses
- $14,245,638
- Net increase / (decrease)
- $4,582,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnacare Administrative Services | NONE | $299,468 | $22,806 |
| The Segal Co. (Eastern States), Inc | NONE | $117,121 | $62,940 |
| Schultheis & Panettieri, Llp | NONE | $173,573 | not reported in the loaded dataset |
| Allen Marmor | NONE | $142,592 | not reported in the loaded dataset |
| Adam Glaser | NONE | $106,985 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $106,312 | not reported in the loaded dataset |
| Florence Hilbrandt | NONE | $93,250 | $900 |
| Bridgeway Benefit Technologies | NONE | $92,339 | not reported in the loaded dataset |
| High Level Technologies, Inc. | COMPUTER CONSULTANT | $91,376 | not reported in the loaded dataset |
| Louise Perugini | NONE | $83,293 | not reported in the loaded dataset |
| Deborah Romaneck | NONE | $73,775 | not reported in the loaded dataset |
| Gary June | NONE | $65,540 | not reported in the loaded dataset |
| Farcjitt Bernard | NONE | $60,877 | not reported in the loaded dataset |
| Iliannette Read | NONE | $53,659 | not reported in the loaded dataset |
| Ana Zappasodi | NONE | $48,262 | not reported in the loaded dataset |
| Wendy Heid | NONE | $47,623 | not reported in the loaded dataset |
| Lavelle Law & Associates, P.C. | NONE | $45,000 | not reported in the loaded dataset |
| Lazard Asset Management, LLC | NONE | $41,903 | not reported in the loaded dataset |
| Allison O'Rourke | NONE | $38,955 | not reported in the loaded dataset |
| Labor Edu & Comm Svc Agency | NONE | $30,000 | not reported in the loaded dataset |
| Administrative Services Only, Inc. | NONE | $14,158 | not reported in the loaded dataset |
| Dahab Associates, Inc | NONE | $8,755 | not reported in the loaded dataset |