United Union Of Roofers, Waterproofers, & Allied Workers, Local 154 Welfare Fund — Form 5500 plan (Board Of Trustees Local 154 Welfare Fund)
Plain-English plan 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, United Union Of Roofers, Waterproofers, & Allied Workers, Local 154 Welfare Fund is a benefit plan reported by Board Of Trustees Local 154 Welfare Fund under EIN 11-1670612 and plan number 501. The latest loaded filing year is 2023. The filing reports 169 participants and $6,289,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 154 Welfare Fund
- EIN
- 11-1670612
- Plan number
- 501
- Plan type
- 1
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $6,289,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241015191901NAL0030737441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,289,850
- Total liabilities (EOY)
- $933,939
- Net assets (EOY)
- $5,355,911
- Net assets (BOY)
- $4,880,118
Income & contributions
- Employer contributions
- $5,451,189
- Participant contributions
- $39,626
- Total contributions
- $5,490,815
- Total income / additions
- $5,741,390
Expenses & distributions
- Benefits paid
- $5,135,026
- Administrative expenses
- $130,571
- Total expenses
- $5,265,597
- Net increase / (decrease)
- $475,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Virginia & Ambinder Llp | LEGAL | $33,777 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | ACTUARY | $22,800 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $22,438 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Admin Services, Inc | CONTRACT ADMINISTRATOR | $20,038 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | INVESTMENT CONSULTANT | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 154 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- Virginia & Ambinder Llp — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Marshall & Moss Admin Services, Inc — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation