2023 Form 5500 filing — Local 1205 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 20250303121309NAL0003322019001) for Local 1205 Welfare Fund, reported by Board Of Trustees Of Local 1205 Welfare Fund under EIN 11-1586595 and plan number 501. It reports 852 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303121309NAL0003322019001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 1205 Welfare Fund
- EIN
- 11-1586595
- Plan number
- 501
- Location
- Farmingdale, NY
- Participants
- 852
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,613,542
- Total liabilities (EOY)
- $4,889,984
- Net assets (EOY)
- $32,723,558
- Employer contributions
- $17,400,454
- Participant contributions
- $384,173
- Total income / additions
- $22,525,534
- Benefits paid
- $20,609,194
- Administrative expenses
- $772,065
- Total expenses
- $21,381,259
- Net increase / (decrease)
- $1,144,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $277,267 | $0 |
| Magnacare Administrative Services | NONE | $105,723 | not reported in the loaded dataset |
| Venus Temple | EMPLOYEE | $91,992 | not reported in the loaded dataset |
| Tina Nardi | EMPLOYEE | $82,439 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $73,834 | not reported in the loaded dataset |
| Rothman Rocca Laruffa, Llp | NONE | $61,325 | not reported in the loaded dataset |
| Melissa Dimaria | EMPLOYEE | $55,260 | not reported in the loaded dataset |
| Paige Golding | EMPLOYEE | $49,730 | not reported in the loaded dataset |
| Chrissy Sinacori | EMPLOYEE | $44,337 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $43,364 | not reported in the loaded dataset |
| Amalgamated Medical Care Mgmt. | NONE | $36,079 | not reported in the loaded dataset |
| Express Scripts, Inc | NONE | $35,471 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $28,568 | not reported in the loaded dataset |
| Teamster Center Services | NONE | $22,046 | not reported in the loaded dataset |
| Self-Insured Dental Services | NONE | $21,995 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $19,608 | not reported in the loaded dataset |
| Highland Capital Management, LLC | NONE | $13,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $8,283 | $116 |
| Fredrick Ast | NONE | $6,600 | not reported in the loaded dataset |
| United Labor Systems | NONE | $5,850 | not reported in the loaded dataset |
| Citrin Cooperman Advisors LLC | NONE | $5,780 | not reported in the loaded dataset |
| Segal Select Insurance Services, In | not reported in the loaded dataset | $0 | $5,743 |