Northeast District Council Of The Opcmia Welfare Fund — Form 5500 plan (Northeast District Council Of The Opcmia 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, Northeast District Council Of The Opcmia Welfare Fund is a benefit plan reported by Northeast District Council Of The Opcmia Welfare Fund under EIN 13-1567895 and plan number 501. The latest loaded filing year is 2023. The filing reports 873 participants and $58,698,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northeast District Council Of The Opcmia Welfare Fund
- EIN
- 13-1567895
- Plan number
- 501
- Plan type
- 1
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 873
- End-of-year plan assets
- $58,698,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 873 | H, C | 20241015180640NAL0057607906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,698,173
- Total liabilities (EOY)
- $16,399,379
- Net assets (EOY)
- $42,298,794
- Net assets (BOY)
- $40,498,261
Income & contributions
- Employer contributions
- $16,386,930
- Participant contributions
- $411,001
- Total contributions
- $16,797,931
- Total income / additions
- $22,976,043
Expenses & distributions
- Benefits paid
- $20,052,016
- Administrative expenses
- $1,123,494
- Total expenses
- $21,175,510
- Net increase / (decrease)
- $1,800,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Thomas Dimattina | NONE | $938,115 | $0 | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $542,109 | not reported in the loaded dataset | 2023 |
| Lisa Parisi | EMPLOYEE | $226,742 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $171,172 | not reported in the loaded dataset | 2023 |
| Diane Ferchland | EMPLOYEE | $132,366 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $108,230 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc | NONE | $55,727 | not reported in the loaded dataset | 2023 |
| Colleran O'Hara & Mills, Llp | NONE | $50,921 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $43,603 | $0 | 2023 |
| Reynolds Consulting Services | NONE | $32,960 | not reported in the loaded dataset | 2023 |
| Vincent Schiappa Vps Systems | NONE | $27,914 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | NONE | $26,198 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Legg Mason & Co LLC | NONE | $12,921 | $0 | 2023 |
| Amalgamated Bank | NONE | $8,773 | $261 | 2023 |
| Booz Allen Hamilton | NONE | $5,493 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northeast District Council Of The Opcmia Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Thomas Dimattina — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation
- Lisa Parisi — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Diane Ferchland — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Jbm Computer Consultants, Inc — Schedule C compensation
- Colleran O'Hara & Mills, Llp — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Vincent Schiappa Vps Systems — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- First Actuarial Consulting, Inc — Schedule C compensation
- Legg Mason & Co LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Booz Allen Hamilton — Schedule C compensation