2023 Form 5500 filing — Local 522 Ind Roofing & Sheetmetal Crafts 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 20250228160917NAL0001408225001) for Local 522 Ind Roofing & Sheetmetal Crafts Welfare Fund, reported by Local 522 Ind. Roofing & Sheetmetal Crafts Welfare Fund under EIN 11-1854964 and plan number 501. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228160917NAL0001408225001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 522 Ind. Roofing & Sheetmetal Crafts Welfare Fund
- EIN
- 11-1854964
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,874,350
- Total liabilities (EOY)
- $335,594
- Net assets (EOY)
- $1,538,756
- Employer contributions
- $1,323,700
- Total income / additions
- $1,484,556
- Benefits paid
- $1,280,130
- Administrative expenses
- $148,741
- Total expenses
- $1,428,871
- Net increase / (decrease)
- $55,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnacare | NONE | $88,759 | $1,677 |
| United Teamster Fund | NONE | $39,000 | not reported in the loaded dataset |
| Cary Kane | NONE | $38,717 | not reported in the loaded dataset |
| Cherion, Inc. | NONE | $27,588 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $20,000 | not reported in the loaded dataset |