Health & Welfare Fund Lu 485 — Form 5500 plan (Board Of Trustees Health & Welfare Fund Lu 485)
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, Health & Welfare Fund Lu 485 is a benefit plan reported by Board Of Trustees Health & Welfare Fund Lu 485 under EIN 11-2026238 and plan number 501. The latest loaded filing year is 2023. The filing reports 31 participants and $8,560,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Health & Welfare Fund Lu 485
- EIN
- 11-2026238
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $8,560,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I, C | 20250211141201NAL0034264528001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,560,421
- Total liabilities (EOY)
- $133,566
- Net assets (EOY)
- $8,426,855
- Net assets (BOY)
- $8,759,958
Income & contributions
- Employer contributions
- $384,797
- Participant contributions
- $35,493
- Total income / additions
- $724,894
Expenses & distributions
- Benefits paid
- $598,006
- Total expenses
- $1,057,997
- Net increase / (decrease)
- -$333,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cohen, Weiss And Simon, Llp | NONE | $107,126 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $90,638 | not reported in the loaded dataset | 2023 |
| Local 485 Iue-Cwa | SPONSOR | $63,576 | not reported in the loaded dataset | 2023 |
| Cynthia Vasquez | EMPLOYEE | $34,176 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp Pc | NONE | $32,813 | not reported in the loaded dataset | 2023 |
| Basil Castrovinci, Inc | NONE | $30,600 | not reported in the loaded dataset | 2023 |
| Daniel H. Cook Associates, Inc. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Brooklyn Heights Real Estate Inc. | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Paychex | not reported in the loaded dataset | $5,866 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,104 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Health & Welfare Fund Lu 485
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Cohen, Weiss And Simon, Llp — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Local 485 Iue-Cwa — Schedule C compensation
- Cynthia Vasquez — Schedule C compensation
- Gould Kobrick & Schlapp Pc — Schedule C compensation
- Basil Castrovinci, Inc — Schedule C compensation
- Daniel H. Cook Associates, Inc. — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- Brooklyn Heights Real Estate Inc. — Schedule C compensation
- Paychex — Schedule C compensation
- Amalgamated Bank — Schedule C compensation