United Welfare Fund-Security Plan — Form 5500 plan (Board Of Trustees Of The United 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 Welfare Fund-Security Plan is a benefit plan reported by Board Of Trustees Of The United Welfare Fund under EIN 11-1823976 and plan number 501. The latest loaded filing year is 2023. The filing reports 24,252 participants and $271,953,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The United Welfare Fund
- EIN
- 11-1823976
- Plan number
- 501
- Plan type
- 1
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 24,252
- End-of-year plan assets
- $271,953,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,252 | H, C | 20250214141457NAL0048031010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $271,953,841
- Total liabilities (EOY)
- $1,886,468
- Net assets (EOY)
- $270,067,373
- Net assets (BOY)
- $277,521,996
Income & contributions
- Employer contributions
- $24,966,865
- Total contributions
- $24,966,865
- Total income / additions
- $26,034,849
Expenses & distributions
- Benefits paid
- $29,432,052
- Administrative expenses
- $4,057,420
- Total expenses
- $33,489,472
- Net increase / (decrease)
- -$7,454,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Service Workers Union, Iujat | AFFILIATED UNION | $1,750,079 | not reported in the loaded dataset | 2023 |
| United Welfare Fund - Welfare Divis | AFFILIATED BENEFITS FUND | $911,498 | not reported in the loaded dataset | 2023 |
| International Union Of Journeyman A | AFFILIATED UNION | $443,836 | not reported in the loaded dataset | 2023 |
| Rothman, Rocco, Laruffa, Llp | NONE | $263,977 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Mgmt, LLC | NONE | $260,000 | not reported in the loaded dataset | 2023 |
| Service Professionals Union Loc 726 | AFFILIATED UNION | $75,207 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $72,329 | not reported in the loaded dataset | 2023 |
| Dahab Associates | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Hsbc Bank Usa Na | NONE | $46,540 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Counsel Advisors | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The United Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Rochelle, NY
- United Service Workers Union, Iujat — Schedule C compensation
- United Welfare Fund - Welfare Divis — Schedule C compensation
- International Union Of Journeyman A — Schedule C compensation
- Rothman, Rocco, Laruffa, Llp — Schedule C compensation
- Blackrock Investment Mgmt, LLC — Schedule C compensation
- Service Professionals Union Loc 726 — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Dahab Associates — Schedule C compensation
- Hsbc Bank Usa Na — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Counsel Advisors — Schedule C compensation