2023 Form 5500 filing — Asbestos Workers Philadelphia 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 20250327150944NAL0029509472001) for Asbestos Workers Philadelphia Welfare Fund, reported by Asbestos Workers Philadelphia Welfare Fund under EIN 23-7097998 and plan number 501. It reports 876 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327150944NAL0029509472001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Asbestos Workers Philadelphia Welfare Fund
- EIN
- 23-7097998
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 876
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,910,133
- Total liabilities (EOY)
- $2,351,700
- Net assets (EOY)
- $30,558,433
- Employer contributions
- $12,652,803
- Participant contributions
- $3,171,387
- Total income / additions
- $18,847,201
- Benefits paid
- $14,512,497
- Administrative expenses
- $973,365
- Total expenses
- $15,485,862
- Net increase / (decrease)
- $3,361,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | NONE | $254,247 | not reported in the loaded dataset |
| Catherine Roller | EMPLOYEE | $142,464 | not reported in the loaded dataset |
| Theresa Disabato | EMPLOYEE | $141,146 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $85,623 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $76,073 | $0 |
| Katelyn Azofeifa | EMPLOYEE | $57,392 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $50,449 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $48,500 | not reported in the loaded dataset |
| Asbestos Workers Local Union No 14 | UNION | $43,399 | not reported in the loaded dataset |
| Seneca Consulting Group | NONE | $42,500 | not reported in the loaded dataset |
| Michael E Burns | EMPLOYEE | $30,324 | not reported in the loaded dataset |
| Meranze And Katz P.C. | NONE | $29,995 | not reported in the loaded dataset |
| Charlson Braber Mccabe & Denmark | NONE | $29,500 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $18,014 | not reported in the loaded dataset |
| Deborah Nahill | NONE | $17,343 | not reported in the loaded dataset |
| Loftus-Mermer Oral Surgical Assoc. | NONE | $12,300 | not reported in the loaded dataset |
| Allied Trades Assistance Program | NONE | $12,180 | not reported in the loaded dataset |
| Meriplex Solutions, LLC | NONE | $7,550 | not reported in the loaded dataset |