2023 Form 5500 filing — International Union Of Operating Engineers Local 14-14b Welfare Fd
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 20250319113248NAL0003505043001) for International Union Of Operating Engineers Local 14-14b Welfare Fd, reported by Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund under EIN 11-2392159 and plan number 501. It reports 1,364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319113248NAL0003505043001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The I.U.O.E. Local 14-14b Welfare Fund
- EIN
- 11-2392159
- Plan number
- 501
- Location
- Flushing, NY
- Participants
- 1,364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,060,655
- Total liabilities (EOY)
- $3,575,559
- Net assets (EOY)
- $30,485,096
- Employer contributions
- $26,920,615
- Participant contributions
- $207,881
- Total income / additions
- $29,129,329
- Benefits paid
- $31,694,249
- Administrative expenses
- $930,615
- Total expenses
- $32,624,864
- Net increase / (decrease)
- -$3,495,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | NONE | $628,571 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $159,835 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $150,988 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $118,330 | not reported in the loaded dataset |
| Health Benefits Research Inc. | NONE | $52,186 | not reported in the loaded dataset |
| Sage Advisory Services, Ltd. Co. | INVESTMENT MANAGER | $51,189 | not reported in the loaded dataset |
| Delta Dental Of New York | NONE | $49,404 | not reported in the loaded dataset |
| Brady, Mcguire & Steinberg, P.C. | ATTORNEY | $48,556 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $42,539 | not reported in the loaded dataset |
| Telemedicine Management, Inc. | NONE | $31,569 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $20,750 | not reported in the loaded dataset |
| Cunningham & Cunningham, Llp | NONE | $13,363 | not reported in the loaded dataset |
| Kauff, Mcguire & Margolis, Llp | NONE | $13,363 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | NONE | $11,283 | not reported in the loaded dataset |
| Optumrx, Inc | NONE | $54 | $9,391 |