United Health And Welfare Fund 333 Sylvan Avenue Suite 400 Englewood Cliffs, Nj 07632 — Form 5500 plan (United Health And 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 Health And Welfare Fund 333 Sylvan Avenue Suite 400 Englewood Cliffs, Nj 07632 is a benefit plan reported by United Health And Welfare Fund under EIN 11-2482174 and plan number 501. The latest loaded filing year is 2023. The filing reports 499 participants and $784,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Health And Welfare Fund
EIN
11-2482174
Plan number
501
Plan type
1
Location
Englewood Cliffs, NJ
Latest filing year
2023
Participants
499
End-of-year plan assets
$784,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023499H, C20250518135344NAL0000247923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$784,152
Total liabilities (EOY)
$1,088,397
Net assets (EOY)
-$304,245
Net assets (BOY)
-$324,781

Income & contributions

Employer contributions
$6,812,313
Total contributions
$6,812,313
Total income / additions
$6,827,503

Expenses & distributions

Benefits paid
$6,344,761
Administrative expenses
$462,206
Total expenses
$6,806,967
Net increase / (decrease)
$20,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Michael Negri, Esq.not reported in the loaded dataset$18,000not reported in the loaded dataset2023
David Falda Cpanot reported in the loaded dataset$14,400not reported in the loaded dataset2023
Mspc'S Cpa'S And Advisorersnot reported in the loaded dataset$10,000not reported in the loaded dataset2023

Related Form 5500 pages