2023 Form 5500 filing — United Welfare Fund-Welfare Division
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 20250214165105NAL0025067873001) for United Welfare Fund-Welfare Division, reported by Board Of Trustees Of The United Welfare Fund under EIN 11-1823976 and plan number 502. It reports 74,993 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214165105NAL0025067873001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The United Welfare Fund
- EIN
- 11-1823976
- Plan number
- 502
- Location
- New Rochelle, NY
- Participants
- 74,993
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $277,693,895
- Total liabilities (EOY)
- $37,577,780
- Net assets (EOY)
- $240,116,115
- Employer contributions
- $182,176,171
- Participant contributions
- $886,340
- Total income / additions
- $193,422,987
- Benefits paid
- $145,216,493
- Administrative expenses
- $10,821,656
- Total expenses
- $156,038,149
- Net increase / (decrease)
- $37,384,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Service Workers Union, Iujat | AFFILIATED UNION | $4,690,790 | not reported in the loaded dataset |
| Supreme Benefits, LLC | NONE | $3,301,157 | not reported in the loaded dataset |
| Leading Edge Administrators | NONE | $2,717,331 | not reported in the loaded dataset |
| United Healthcare Services Inc. | NONE | $2,322,404 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $1,693,421 | not reported in the loaded dataset |
| Int'L Union Of Journeyman And Allie | AFFILIATED UNION | $1,147,646 | not reported in the loaded dataset |
| Joseph M. Pecora, Jr. | EMPLOYEE | $321,497 | not reported in the loaded dataset |
| Rothman, Rocco, Laruffa, Llp | NONE | $312,063 | not reported in the loaded dataset |
| Steven Elliott Jr. | EMPLOYEE | $303,892 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $280,593 | not reported in the loaded dataset |
| Thomas Mack | EMPLOYEE | $260,230 | not reported in the loaded dataset |
| Matthew Power | EMPLOYEE | $235,088 | not reported in the loaded dataset |
| James Mack | EMPLOYEE | $225,036 | not reported in the loaded dataset |
| Ceduan Liu | EMPLOYEE | $213,932 | not reported in the loaded dataset |
| Sam Matthews | EMPLOYEE | $212,743 | not reported in the loaded dataset |
| Service Professionals Union Loc 726 | AFFILIATED UNION | $188,017 | not reported in the loaded dataset |
| Geraldine Dorsey | EMPLOYEE | $164,461 | not reported in the loaded dataset |
| Winston Perez | EMPLOYEE | $155,984 | not reported in the loaded dataset |
| Horizon Knowledge | NONE | $153,232 | not reported in the loaded dataset |
| Steven Elliott Sr. | EMPLOYEE | $111,063 | not reported in the loaded dataset |
| Jusoah Quiachon | EMPLOYEE | $102,786 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $98,498 | not reported in the loaded dataset |
| Rosemary Singh | EMPLOYEE | $97,589 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $94,425 | not reported in the loaded dataset |
| Mandy Vukadinovic | EMPLOYEE | $87,826 | not reported in the loaded dataset |
| Josephine Falcone | NONE | $86,475 | not reported in the loaded dataset |
| Jade Sawangsang | EMPLOYEE | $78,051 | not reported in the loaded dataset |
| Jane Feng | EMPLOYEE | $72,668 | not reported in the loaded dataset |
| Tek Systems | NONE | $71,863 | not reported in the loaded dataset |
| Maria Rivera | EMPLOYEE | $70,357 | not reported in the loaded dataset |
| Richard Kearse | EMPLOYEE | $69,733 | not reported in the loaded dataset |
| Urmella Singh | EMPLOYEE | $67,577 | not reported in the loaded dataset |
| Lizette J. Phillips | EMPLOYEE | $64,148 | not reported in the loaded dataset |
| Robert Half International, Inc. | NONE | $62,503 | not reported in the loaded dataset |
| Maria Ruiz | EMPLOYEE | $59,184 | not reported in the loaded dataset |
| Blackrock Investment Management | NONE | $55,795 | not reported in the loaded dataset |
| Edana Colegrove | EMPLOYEE | $55,095 | not reported in the loaded dataset |
| Dahab Associates, Inc. | NONE | $48,000 | not reported in the loaded dataset |
| Vanta, Inc. | NONE | $41,718 | not reported in the loaded dataset |
| Maria Johnson | EMPLOYEE | $39,850 | not reported in the loaded dataset |
| A-Lign | NONE | $36,500 | not reported in the loaded dataset |
| Comerica Bank | NONE | $20,794 | $0 |
| A&A Maintenance Enterprise Inc | NONE | $14,054 | not reported in the loaded dataset |
| Snyk, Inc. | NONE | $12,000 | not reported in the loaded dataset |
| Adp | NONE | $10,838 | not reported in the loaded dataset |
| Counsel Advisors Inc. | NONE | $7,500 | not reported in the loaded dataset |
| New York Best Care Inc. | NONE | $6,053 | not reported in the loaded dataset |
| The Shore Press | NONE | $5,786 | not reported in the loaded dataset |