United Crafts Benefits Fund — Form 5500 plan (United Crafts Benefits Fund Board Of Trustees)
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 Crafts Benefits Fund is a benefit plan reported by United Crafts Benefits Fund Board Of Trustees under EIN 11-2252603 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,514 participants and $119,276,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Crafts Benefits Fund Board Of Trustees
- EIN
- 11-2252603
- Plan number
- 501
- Plan type
- 1
- Location
- Williston Park, NY
- Latest filing year
- 2023
- Participants
- 2,514
- End-of-year plan assets
- $119,276,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,514 | H, C | 20240725135218NAL0014192177002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,276,543
- Total liabilities (EOY)
- $3,424,789
- Net assets (EOY)
- $115,851,754
- Net assets (BOY)
- $113,869,456
Income & contributions
- Employer contributions
- $20,126,065
- Total contributions
- $20,126,065
- Total income / additions
- $32,053,730
Expenses & distributions
- Benefits paid
- $27,523,852
- Administrative expenses
- $2,547,580
- Total expenses
- $30,071,432
- Net increase / (decrease)
- $1,982,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum Rx, Inc. | NONE | $4,975,659 | $41,498 | 2023 |
| Empire Health Choice Hmo, Inc. | NONE | $1,224,453 | not reported in the loaded dataset | 2023 |
| Deborah Sciortino | EMPLOYEE | $190,550 | not reported in the loaded dataset | 2023 |
| Barbara Albergo | EMPLOYEE | $117,200 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $90,920 | not reported in the loaded dataset | 2023 |
| Columbia Threadneedle | NONE | $0 | $90,579 | 2023 |
| Sele-Dent, Inc. | NONE | $78,980 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $74,490 | not reported in the loaded dataset | 2023 |
| Alejandro A. Gonzalez | EMPLOYEE | $58,325 | not reported in the loaded dataset | 2023 |
| Rosa Castro | EMPLOYEE | $56,645 | not reported in the loaded dataset | 2023 |
| Quan Vest | NONE | $55,992 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $30,500 | not reported in the loaded dataset | 2023 |
| Lh Rosoff & Company, Llp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $22,305 | not reported in the loaded dataset | 2023 |
| Stewart Altman & Assoc. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Crafts Benefits Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Williston Park, NY
- Optum Rx, Inc. — Schedule C compensation
- Empire Health Choice Hmo, Inc. — Schedule C compensation
- Deborah Sciortino — Schedule C compensation
- Barbara Albergo — Schedule C compensation
- Invesco — Schedule C compensation
- Columbia Threadneedle — Schedule C compensation
- Sele-Dent, Inc. — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Alejandro A. Gonzalez — Schedule C compensation
- Rosa Castro — Schedule C compensation
- Quan Vest — Schedule C compensation
- Barnes, Iaccarino & Shepherd — Schedule C compensation
- The Segal Company — Schedule C compensation
- Lh Rosoff & Company, Llp — Schedule C compensation
- Bank Of America — Schedule C compensation
- Stewart Altman & Assoc. — Schedule C compensation