2023 Form 5500 filing — Ironworkers Local 11 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 20250331095146NAL0010879938001) for Ironworkers Local 11 Welfare Fund, reported by Ironworkers Local 11 Welfare Fund Board Of Trustees under EIN 22-6041517 and plan number 501. It reports 1,054 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331095146NAL0010879938001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ironworkers Local 11 Welfare Fund Board Of Trustees
- EIN
- 22-6041517
- Plan number
- 501
- Location
- Springfield, NJ
- Participants
- 1,054
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,772,032
- Total liabilities (EOY)
- $8,216,873
- Net assets (EOY)
- $55,555,159
- Employer contributions
- $38,793,748
- Participant contributions
- $426,231
- Total income / additions
- $43,434,156
- Benefits paid
- $43,223,731
- Administrative expenses
- $4,104,354
- Total expenses
- $47,328,085
- Net increase / (decrease)
- -$3,893,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $490,868 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $374,940 | not reported in the loaded dataset |
| William Kolfenbach | EMPLOYEE | $218,472 | not reported in the loaded dataset |
| Benecard | NONE | $170,761 | not reported in the loaded dataset |
| Michael Rosenstock | EMPLOYEE | $150,377 | not reported in the loaded dataset |
| Beatriz Ventura | EMPLOYEE | $134,692 | not reported in the loaded dataset |
| Andrew Roos | EMPLOYEE | $132,046 | not reported in the loaded dataset |
| Olmec | NONE | $129,339 | not reported in the loaded dataset |
| Reiza Lopez | EMPLOYEE | $115,198 | not reported in the loaded dataset |
| Zulma Sanclemente-Concha | EMPLOYEE | $107,039 | not reported in the loaded dataset |
| Jennifer Haniuk | EMPLOYEE | $91,535 | not reported in the loaded dataset |
| Bolton Partners | NONE | $78,000 | not reported in the loaded dataset |
| Tania Guerrero | EMPLOYEE | $71,684 | not reported in the loaded dataset |
| Erica Laforte | EMPLOYEE | $68,692 | not reported in the loaded dataset |
| Milena Romanichen | EMPLOYEE | $59,748 | not reported in the loaded dataset |
| Andrew D. Prince | EMPLOYEE | $59,021 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani | NONE | $58,967 | $0 |
| Delta Dental Of Nj | NONE | $53,582 | not reported in the loaded dataset |
| Christina Roman | EMPLOYEE | $51,720 | not reported in the loaded dataset |
| Giovanna Ruggiero | EMPLOYEE | $49,233 | not reported in the loaded dataset |
| Weaver C. Barksdale & Associates | NONE | $48,879 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $44,000 | not reported in the loaded dataset |
| Ricardo Davis | EMPLOYEE | $40,734 | not reported in the loaded dataset |
| Stephanie Silva | EMPLOYEE | $40,560 | not reported in the loaded dataset |
| Rosa Nunez-Batista | EMPLOYEE | $34,476 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $26,216 | not reported in the loaded dataset |
| Susanin Widman & Brennan, Pc | NONE | $22,555 | not reported in the loaded dataset |
| Joseph R. Pagano, Pa | NONE | $11,430 | not reported in the loaded dataset |
| J.J. Pierson, P.C. | NONE | $8,500 | not reported in the loaded dataset |
| Basys, Inc. | NONE | $7,304 | not reported in the loaded dataset |