Amcu & Rfseu Local 342 Welfare Fund — Form 5500 plan (Amalgamated Meat Cutter & Retail Food Employees)
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, Amcu & Rfseu Local 342 Welfare Fund is a benefit plan reported by Amalgamated Meat Cutter & Retail Food Employees under EIN 11-1896894 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,102 participants and $10,695,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amalgamated Meat Cutter & Retail Food Employees
- EIN
- 11-1896894
- Plan number
- 501
- Plan type
- 1
- Location
- Bohemia, NY
- Latest filing year
- 2023
- Participants
- 1,102
- End-of-year plan assets
- $10,695,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,102 | H, C | 20241014162930NAL0054433906002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,695,060
- Total liabilities (EOY)
- $5,888,334
- Net assets (EOY)
- $4,806,726
- Net assets (BOY)
- $3,819,784
Income & contributions
- Employer contributions
- $20,861,056
- Participant contributions
- $4,940
- Total contributions
- $20,865,996
- Total income / additions
- $21,410,820
Expenses & distributions
- Benefits paid
- $18,995,158
- Administrative expenses
- $1,428,720
- Total expenses
- $20,423,878
- Net increase / (decrease)
- $986,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amcu & Rfseu Local 342 Group Legal | RELATED PARTY | $641,591 | not reported in the loaded dataset | 2023 |
| Meritain Health | NONE | $444,735 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $195,895 | not reported in the loaded dataset | 2023 |
| Ufcw Local 342 Union | RELATED PARTY | $81,591 | not reported in the loaded dataset | 2023 |
| Millman Inc. | NONE | $61,000 | not reported in the loaded dataset | 2023 |
| Healthplex Inc | NONE | $44,348 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $23,213 | not reported in the loaded dataset | 2023 |
| Solarus Technologies | NONE | $10,369 | not reported in the loaded dataset | 2023 |
| Ronald Stevens,Md | NONE | $9,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amalgamated Meat Cutter & Retail Food Employees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bohemia, NY
- Amcu & Rfseu Local 342 Group Legal — Schedule C compensation
- Meritain Health — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Ufcw Local 342 Union — Schedule C compensation
- Millman Inc. — Schedule C compensation
- Healthplex Inc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Solarus Technologies — Schedule C compensation
- Ronald Stevens,Md — Schedule C compensation