2023 Form 5500 filing — United Welfare Fund-Security Plan
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 20250214141457NAL0048031010001) for United Welfare Fund-Security Plan, reported by Board Of Trustees Of The United Welfare Fund under EIN 11-1823976 and plan number 501. It reports 24,252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214141457NAL0048031010001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The United Welfare Fund
- EIN
- 11-1823976
- Plan number
- 501
- Location
- New Rochelle, NY
- Participants
- 24,252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $271,953,841
- Total liabilities (EOY)
- $1,886,468
- Net assets (EOY)
- $270,067,373
- Employer contributions
- $24,966,865
- Total income / additions
- $26,034,849
- Benefits paid
- $29,432,052
- Administrative expenses
- $4,057,420
- Total expenses
- $33,489,472
- Net increase / (decrease)
- -$7,454,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Service Workers Union, Iujat | AFFILIATED UNION | $1,750,079 | not reported in the loaded dataset |
| United Welfare Fund - Welfare Divis | AFFILIATED BENEFITS FUND | $911,498 | not reported in the loaded dataset |
| International Union Of Journeyman A | AFFILIATED UNION | $443,836 | not reported in the loaded dataset |
| Rothman, Rocco, Laruffa, Llp | NONE | $263,977 | not reported in the loaded dataset |
| Blackrock Investment Mgmt, LLC | NONE | $260,000 | not reported in the loaded dataset |
| Service Professionals Union Loc 726 | AFFILIATED UNION | $75,207 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $72,329 | not reported in the loaded dataset |
| Dahab Associates | NONE | $48,000 | not reported in the loaded dataset |
| Hsbc Bank Usa Na | NONE | $46,540 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $36,000 | not reported in the loaded dataset |
| Counsel Advisors | NONE | $7,500 | not reported in the loaded dataset |