2023 Form 5500 filing — Kenmore Teachers Association Welfare Trust Plan
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 20250411124506NAL0023229329001) for Kenmore Teachers Association Welfare Trust Plan, reported by Kenmore Teachers Association under EIN 16-1268457 and plan number 501. It reports 845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411124506NAL0023229329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenmore Teachers Association
- EIN
- 16-1268457
- Plan number
- 501
- Location
- Tonawanda, NY
- Participants
- 845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,891,620
- Total liabilities (EOY)
- $62,495
- Net assets (EOY)
- $1,829,125
- Employer contributions
- $1,395,416
- Participant contributions
- $118,915
- Total income / additions
- $1,576,575
- Benefits paid
- $1,170,164
- Administrative expenses
- $189,927
- Total expenses
- $1,360,091
- Net increase / (decrease)
- $216,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Federation Of Teachers | PLAN SPONSOR | $78,972 | not reported in the loaded dataset |
| Delta Dental Of New York Inc | NONE | $44,600 | not reported in the loaded dataset |
| Kenmore-Town Of Tonawanda Ufsd | PLAN SPONSOR | $17,396 | not reported in the loaded dataset |
| The Zlc Group Cpas LLC | NONE | $12,650 | not reported in the loaded dataset |
| Jeffrey L Offhaus Cpa LLC | NONE | $7,680 | not reported in the loaded dataset |