2023 Form 5500 filing — Iron Workers District Council Of Western New York And Vicinity 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 20250311101507NAL0010634435002) for Iron Workers District Council Of Western New York And Vicinity Welfare Fund, reported by Board Of Trustees Of Iwdc Of Wny And Vicinity Welfare Fund under EIN 16-0776208 and plan number 501. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311101507NAL0010634435002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Iwdc Of Wny And Vicinity Welfare Fund
- EIN
- 16-0776208
- Plan number
- 501
- Location
- Rochester, NY
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,716,070
- Total liabilities (EOY)
- $416,982
- Net assets (EOY)
- $6,299,088
- Employer contributions
- $4,501,653
- Participant contributions
- $168,928
- Total income / additions
- $5,368,265
- Benefits paid
- $3,415,455
- Administrative expenses
- $1,227,645
- Total expenses
- $4,643,100
- Net increase / (decrease)
- $725,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus Bluecross Blueshield | NONE | $268,789 | not reported in the loaded dataset |
| Laurie Good | EMPLOYEE | $102,634 | $236 |
| The Segal Company Inc | NONE | $89,654 | $8,574 |
| Bridgeway Benefit Technologies | NONE | $89,469 | not reported in the loaded dataset |
| Blitman And King, Llp | NONE | $76,211 | $155 |
| Maria Hilbert | EMPLOYEE | $62,477 | not reported in the loaded dataset |
| Lialette Bullock | EMPLOYEE | $61,766 | not reported in the loaded dataset |
| Terri Lefler | EMPLOYEE | $60,270 | not reported in the loaded dataset |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $42,325 | $118 |
| Melissa Crawford | EMPLOYEE | $27,634 | not reported in the loaded dataset |
| Dawn Downing | EMPLOYEE | $25,966 | not reported in the loaded dataset |
| Manning & Napier, Inc. | NONE | $23,508 | $0 |
| Fair Health Inc. | NONE | $8,351 | not reported in the loaded dataset |
| Pc Results, Inc. | NONE | $6,965 | not reported in the loaded dataset |