2023 Form 5500 filing — United Plant & Production Workers Local 175 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 20250408134508NAL0010015859003) for United Plant & Production Workers Local 175 Welfare Fund, reported by United Plant & Production Work Workers L175 Welfare Fund under EIN 13-4321969 and plan number 501. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408134508NAL0010015859003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Plant & Production Work Workers L175 Welfare Fund
- EIN
- 13-4321969
- Plan number
- 501
- Location
- Roslyn Heights, NY
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,620,502
- Total liabilities (EOY)
- $3,191,351
- Net assets (EOY)
- $54,429,151
- Employer contributions
- $14,882,166
- Total income / additions
- $20,156,217
- Benefits paid
- $10,808,033
- Administrative expenses
- $1,692,294
- Total expenses
- $12,500,390
- Net increase / (decrease)
- $7,655,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthony Franco | NONE | $287,510 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $123,953 | not reported in the loaded dataset |
| Rothman Rocco & Laruffa Llp | NONE | $109,535 | not reported in the loaded dataset |
| Jennifer Smith Pllc | NONE | $67,646 | not reported in the loaded dataset |
| Marie Mossa | NONE | $67,114 | not reported in the loaded dataset |
| Dickenson Group LLC | NONE | $60,721 | not reported in the loaded dataset |
| Magna Care | NONE | $58,139 | not reported in the loaded dataset |
| Saj Consultants Inc | NONE | $55,614 | not reported in the loaded dataset |
| Michelle Zunno | NONE | $54,855 | not reported in the loaded dataset |
| Mario Briceno | NONE | $54,418 | not reported in the loaded dataset |
| Us Real Estate Investment Fund LLC | NONE | $50,165 | not reported in the loaded dataset |
| Member Resources | NONE | $45,166 | not reported in the loaded dataset |
| Anna Mottola | NONE | $40,246 | not reported in the loaded dataset |
| Cheiron Inc. | NONE | $38,496 | not reported in the loaded dataset |
| Carol Nagy | NONE | $30,304 | not reported in the loaded dataset |
| Payer Matrix | NONE | $27,741 | not reported in the loaded dataset |
| Broad Reach Medical Resource | NONE | $25,152 | not reported in the loaded dataset |
| Chaiken & Chaiken | NONE | $21,660 | not reported in the loaded dataset |
| Robert Allgier Cpa | NONE | $21,000 | not reported in the loaded dataset |
| Reynolds & Reynolds | NONE | $16,840 | not reported in the loaded dataset |
| Andrea Briceno | NONE | $14,197 | not reported in the loaded dataset |
| Lincoln Computer Services | NONE | $13,250 | not reported in the loaded dataset |
| Compufy Inc. | NONE | $12,332 | not reported in the loaded dataset |
| Dj O'Grady | NONE | $12,233 | not reported in the loaded dataset |
| Byrnes Software Technologies Inc | NONE | $12,197 | not reported in the loaded dataset |
| Wagner & Zwerman Llp | NONE | $6,024 | not reported in the loaded dataset |