2023 Form 5500 filing — Local 272 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 20260121122939NAL0004353715001) for Local 272 Welfare Fund, reported by Local 272 Welfare Fund under EIN 13-5555808 and plan number 501. It reports 4,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260121122939NAL0004353715001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 272 Welfare Fund
- EIN
- 13-5555808
- Plan number
- 501
- Location
- New York, NY
- Participants
- 4,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,261,785
- Total liabilities (EOY)
- $5,779,396
- Net assets (EOY)
- $44,482,389
- Employer contributions
- $36,575,077
- Participant contributions
- $5,800
- Total income / additions
- $40,210,203
- Benefits paid
- $30,127,945
- Administrative expenses
- $2,506,396
- Total expenses
- $32,634,341
- Net increase / (decrease)
- $7,575,862
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnacare Administrative Services | NONE | $742,085 | not reported in the loaded dataset |
| Viveka Health, Inc. | NONE | $441,811 | not reported in the loaded dataset |
| Marc Goodman | EMPLOYEE | $331,800 | not reported in the loaded dataset |
| Payer Matrix, LLC | NONE | $0 | $178,445 |
| Carolyn Echols | EMPLOYEE | $159,059 | not reported in the loaded dataset |
| Maria Banchs | EMPLOYEE | $118,099 | not reported in the loaded dataset |
| Sele-Dent, Inc. | NONE | $111,903 | not reported in the loaded dataset |
| Teamster Center Services | NONE | $110,735 | not reported in the loaded dataset |
| Danica Padro | EMPLOYEE | $109,215 | not reported in the loaded dataset |
| Daella Barberena | EMPLOYEE | $95,524 | not reported in the loaded dataset |
| Emily Hernandez | EMPLOYEE | $93,912 | not reported in the loaded dataset |
| Jolene Victoria | EMPLOYEE | $93,912 | not reported in the loaded dataset |
| Jeffrey S. Dubin P.C. | NONE | $91,574 | not reported in the loaded dataset |
| Joseph Stern & Co. | NONE | $66,041 | not reported in the loaded dataset |
| Carlos Rangel Cpa Pc | NONE | $64,917 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $62,651 | not reported in the loaded dataset |
| Empirx Health | NONE | $52,216 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $51,167 | not reported in the loaded dataset |
| Primetech Global LLC | NONE | $43,292 | not reported in the loaded dataset |
| Top Notch Systems, Inc. | not reported in the loaded dataset | $38,924 | $0 |
| Annabelle Soto | EMPLOYEE | $34,662 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $28,708 | not reported in the loaded dataset |
| Pitta Llp | LEGAL COUNSEL | $18,873 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $10,000 | not reported in the loaded dataset |