Plan5500

Madelaine/Local 1222 Welfare Fund — Form 5500 plan (Madelaine/Local 1222 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, Madelaine/Local 1222 Welfare Fund is a benefit plan reported by Madelaine/Local 1222 Welfare Fund under EIN 11-3053695 and plan number 501. The latest loaded filing year is 2023. The filing reports 121 participants and $60,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Madelaine/Local 1222 Welfare Fund
EIN
11-3053695
Plan number
501
Plan type
2
Location
Long Beach, NY
Latest filing year
2023
Participants
121
End-of-year plan assets
$60,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121H, C20241223121522NAL0008712625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,962
Total liabilities (EOY)
$11,666
Net assets (EOY)
$49,296
Net assets (BOY)
$42,951

Income & contributions

Employer contributions
$387,000
Total contributions
$387,000
Total income / additions
$387,000

Expenses & distributions

Benefits paid
$204,970
Administrative expenses
$175,685
Total expenses
$380,655
Net increase / (decrease)
$6,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Syntonics Systems IncCONSULTANT$36,872not reported in the loaded dataset2023
Susan HarrisEMPLOYEE$26,336not reported in the loaded dataset2023
Joel SpivakFUND COUNSEL$22,000not reported in the loaded dataset2023
Errol KatcherCONSULTANT$10,750not reported in the loaded dataset2023
MagnacareCLAIMS PROCESSING$8,827not reported in the loaded dataset2023

Related Form 5500 pages