United Welfare Fund-Welfare Division — 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-Welfare Division is a benefit plan reported by Board Of Trustees Of The United Welfare Fund under EIN 11-1823976 and plan number 502. The latest loaded filing year is 2023. The filing reports 74,993 participants and $277,693,895 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
- 502
- Plan type
- 1
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 74,993
- End-of-year plan assets
- $277,693,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74,993 | H, C | 20250214165105NAL0025067873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $277,693,895
- Total liabilities (EOY)
- $37,577,780
- Net assets (EOY)
- $240,116,115
- Net assets (BOY)
- $202,731,277
Income & contributions
- Employer contributions
- $182,176,171
- Participant contributions
- $886,340
- Total contributions
- $183,062,511
- Total income / additions
- $193,422,987
Expenses & distributions
- Benefits paid
- $145,216,493
- Administrative expenses
- $10,821,656
- Total expenses
- $156,038,149
- Net increase / (decrease)
- $37,384,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Service Workers Union, Iujat | AFFILIATED UNION | $4,690,790 | not reported in the loaded dataset | 2023 |
| Supreme Benefits, LLC | NONE | $3,301,157 | not reported in the loaded dataset | 2023 |
| Leading Edge Administrators | NONE | $2,717,331 | not reported in the loaded dataset | 2023 |
| United Healthcare Services Inc. | NONE | $2,322,404 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $1,693,421 | not reported in the loaded dataset | 2023 |
| Int'L Union Of Journeyman And Allie | AFFILIATED UNION | $1,147,646 | not reported in the loaded dataset | 2023 |
| Joseph M. Pecora, Jr. | EMPLOYEE | $321,497 | not reported in the loaded dataset | 2023 |
| Rothman, Rocco, Laruffa, Llp | NONE | $312,063 | not reported in the loaded dataset | 2023 |
| Steven Elliott Jr. | EMPLOYEE | $303,892 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $280,593 | not reported in the loaded dataset | 2023 |
| Thomas Mack | EMPLOYEE | $260,230 | not reported in the loaded dataset | 2023 |
| Matthew Power | EMPLOYEE | $235,088 | not reported in the loaded dataset | 2023 |
| James Mack | EMPLOYEE | $225,036 | not reported in the loaded dataset | 2023 |
| Ceduan Liu | EMPLOYEE | $213,932 | not reported in the loaded dataset | 2023 |
| Sam Matthews | EMPLOYEE | $212,743 | not reported in the loaded dataset | 2023 |
| Service Professionals Union Loc 726 | AFFILIATED UNION | $188,017 | not reported in the loaded dataset | 2023 |
| Geraldine Dorsey | EMPLOYEE | $164,461 | not reported in the loaded dataset | 2023 |
| Winston Perez | EMPLOYEE | $155,984 | not reported in the loaded dataset | 2023 |
| Horizon Knowledge | NONE | $153,232 | not reported in the loaded dataset | 2023 |
| Steven Elliott Sr. | EMPLOYEE | $111,063 | not reported in the loaded dataset | 2023 |
| Jusoah Quiachon | EMPLOYEE | $102,786 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $98,498 | not reported in the loaded dataset | 2023 |
| Rosemary Singh | EMPLOYEE | $97,589 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $94,425 | not reported in the loaded dataset | 2023 |
| Mandy Vukadinovic | EMPLOYEE | $87,826 | not reported in the loaded dataset | 2023 |
| Josephine Falcone | NONE | $86,475 | not reported in the loaded dataset | 2023 |
| Jade Sawangsang | EMPLOYEE | $78,051 | not reported in the loaded dataset | 2023 |
| Jane Feng | EMPLOYEE | $72,668 | not reported in the loaded dataset | 2023 |
| Tek Systems | NONE | $71,863 | not reported in the loaded dataset | 2023 |
| Maria Rivera | EMPLOYEE | $70,357 | not reported in the loaded dataset | 2023 |
| Richard Kearse | EMPLOYEE | $69,733 | not reported in the loaded dataset | 2023 |
| Urmella Singh | EMPLOYEE | $67,577 | not reported in the loaded dataset | 2023 |
| Lizette J. Phillips | EMPLOYEE | $64,148 | not reported in the loaded dataset | 2023 |
| Robert Half International, Inc. | NONE | $62,503 | not reported in the loaded dataset | 2023 |
| Maria Ruiz | EMPLOYEE | $59,184 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Management | NONE | $55,795 | not reported in the loaded dataset | 2023 |
| Edana Colegrove | EMPLOYEE | $55,095 | not reported in the loaded dataset | 2023 |
| Dahab Associates, Inc. | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Vanta, Inc. | NONE | $41,718 | not reported in the loaded dataset | 2023 |
| Maria Johnson | EMPLOYEE | $39,850 | not reported in the loaded dataset | 2023 |
| A-Lign | NONE | $36,500 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $20,794 | $0 | 2023 |
| A&A Maintenance Enterprise Inc | NONE | $14,054 | not reported in the loaded dataset | 2023 |
| Snyk, Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $10,838 | not reported in the loaded dataset | 2023 |
| Counsel Advisors Inc. | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| New York Best Care Inc. | NONE | $6,053 | not reported in the loaded dataset | 2023 |
| The Shore Press | NONE | $5,786 | 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
- Supreme Benefits, LLC — Schedule C compensation
- Leading Edge Administrators — Schedule C compensation
- United Healthcare Services Inc. — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Int'L Union Of Journeyman And Allie — Schedule C compensation
- Joseph M. Pecora, Jr. — Schedule C compensation
- Rothman, Rocco, Laruffa, Llp — Schedule C compensation
- Steven Elliott Jr. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Thomas Mack — Schedule C compensation
- Matthew Power — Schedule C compensation
- James Mack — Schedule C compensation
- Ceduan Liu — Schedule C compensation
- Sam Matthews — Schedule C compensation
- Service Professionals Union Loc 726 — Schedule C compensation
- Geraldine Dorsey — Schedule C compensation
- Winston Perez — Schedule C compensation
- Horizon Knowledge — Schedule C compensation
- Steven Elliott Sr. — Schedule C compensation
- Jusoah Quiachon — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Rosemary Singh — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Mandy Vukadinovic — Schedule C compensation
- Josephine Falcone — Schedule C compensation
- Jade Sawangsang — Schedule C compensation
- Jane Feng — Schedule C compensation
- Tek Systems — Schedule C compensation
- Maria Rivera — Schedule C compensation
- Richard Kearse — Schedule C compensation
- Urmella Singh — Schedule C compensation
- Lizette J. Phillips — Schedule C compensation
- Robert Half International, Inc. — Schedule C compensation
- Maria Ruiz — Schedule C compensation
- Blackrock Investment Management — Schedule C compensation
- Edana Colegrove — Schedule C compensation
- Dahab Associates, Inc. — Schedule C compensation
- Vanta, Inc. — Schedule C compensation
- Maria Johnson — Schedule C compensation
- A-Lign — Schedule C compensation
- Comerica Bank — Schedule C compensation
- A&A Maintenance Enterprise Inc — Schedule C compensation
- Snyk, Inc. — Schedule C compensation
- Adp — Schedule C compensation
- Counsel Advisors Inc. — Schedule C compensation
- New York Best Care Inc. — Schedule C compensation
- The Shore Press — Schedule C compensation