2023 Form 5500 filing — Road Carriers Local 707 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 20250616084245NAL0000736449001) for Road Carriers Local 707 Welfare Fund, reported by Board Of Trustees Of The Road Carriers Local 707 Welfare Fund under EIN 11-2159859 and plan number 501. It reports 1,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616084245NAL0000736449001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Road Carriers Local 707 Welfare Fund
- EIN
- 11-2159859
- Plan number
- 501
- Location
- Hempstead, NY
- Participants
- 1,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,135,226
- Total liabilities (EOY)
- $3,272,989
- Net assets (EOY)
- $26,862,237
- Employer contributions
- $10,002,542
- Participant contributions
- $224,631
- Total income / additions
- $14,014,308
- Benefits paid
- $10,821,408
- Administrative expenses
- $1,110,788
- Total expenses
- $11,932,196
- Net increase / (decrease)
- $2,082,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $300,618 | not reported in the loaded dataset |
| J. Dangelo | EMPLOYEE | $166,226 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $153,002 | not reported in the loaded dataset |
| T. Tinervia | EMPLOYEE | $124,975 | not reported in the loaded dataset |
| J. Munoz | EMPLOYEE | $113,183 | not reported in the loaded dataset |
| J. Kimmerling | EMPLOYEE | $107,511 | not reported in the loaded dataset |
| Local 707 Ibt | RELATED PARTY | $86,401 | not reported in the loaded dataset |
| V. Cordato | EMPLOYEE | $72,032 | not reported in the loaded dataset |
| Prager Metis Cpas LLC | NONE | $53,628 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $45,500 | not reported in the loaded dataset |
| Morgan,Lewis & Bockius Llp | NONE | $42,806 | not reported in the loaded dataset |
| Techworks Consulting Inc | NONE | $41,276 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $38,000 | not reported in the loaded dataset |
| Cary Kane, Llp | NONE | $30,440 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $27,440 | $0 |
| Dds Inc | NONE | $25,869 | not reported in the loaded dataset |
| Optumrx | NONE | $25,307 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $25,000 | not reported in the loaded dataset |
| Valenz Health | NONE | $22,020 | not reported in the loaded dataset |
| Teamster Center Services Fund | NONE | $18,359 | not reported in the loaded dataset |
| Joseph M Stern, Cpa | NONE | $9,517 | not reported in the loaded dataset |
| Brayson Admin LLC | NONE | $5,526 | not reported in the loaded dataset |