Excavators Union Local 731 Welfare Fund — Form 5500 plan (Excavators Union 731 Welfare)
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, Excavators Union Local 731 Welfare Fund is a benefit plan reported by Excavators Union 731 Welfare under EIN 13-1615440 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,256 participants and $931,035,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excavators Union 731 Welfare
- EIN
- 13-1615440
- Plan number
- 501
- Plan type
- 1
- Location
- Astoria, NY
- Latest filing year
- 2023
- Participants
- 6,256
- End-of-year plan assets
- $931,035,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,256 | H, C | 20241013100011NAL0012381267005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $931,035,083
- Total liabilities (EOY)
- $5,958,288
- Net assets (EOY)
- $925,076,795
- Net assets (BOY)
- $757,967,365
Income & contributions
- Employer contributions
- $244,694,977
- Participant contributions
- $264,893
- Total contributions
- $244,959,870
- Total income / additions
- $369,911,309
Expenses & distributions
- Benefits paid
- $192,627,080
- Administrative expenses
- $10,174,799
- Total expenses
- $202,801,879
- Net increase / (decrease)
- $167,109,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Bluecross Blueshield | NONE | $4,690,044 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital, LLC | NONE | $380,442 | $0 | 2023 |
| Bhms | NONE | $375,988 | not reported in the loaded dataset | 2023 |
| Melvin Feder | ATTORNEY | $326,520 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $294,012 | $0 | 2023 |
| Delta Dental | NONE | $291,622 | not reported in the loaded dataset | 2023 |
| Castiglia Llp | AUDITOR | $249,765 | not reported in the loaded dataset | 2023 |
| Caremark | NONE | $189,762 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $185,645 | $0 | 2023 |
| Segal Co. | NONE | $137,775 | not reported in the loaded dataset | 2023 |
| M Chen | NONE | $107,410 | not reported in the loaded dataset | 2023 |
| Jessica Piza | NONE | $88,399 | not reported in the loaded dataset | 2023 |
| Lydia Deshong | NONE | $87,380 | not reported in the loaded dataset | 2023 |
| D San Andres | NONE | $64,381 | not reported in the loaded dataset | 2023 |
| Nicole Lasala | NONE | $63,430 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $61,196 | not reported in the loaded dataset | 2023 |
| Yvette Rivera | NONE | $56,038 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $36,600 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions | NONE | $33,811 | not reported in the loaded dataset | 2023 |
| Part D Advisors | NONE | $23,270 | not reported in the loaded dataset | 2023 |
| Syntonics | NONE | $16,380 | not reported in the loaded dataset | 2023 |
| Payroll Relief | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| Go To Communications | NONE | $6,924 | not reported in the loaded dataset | 2023 |
| Union Networking | NONE | $5,997 | not reported in the loaded dataset | 2023 |
| Wageworks | NONE | $5,652 | not reported in the loaded dataset | 2023 |
| Quadiant | NONE | $5,061 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excavators Union 731 Welfare
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Astoria, NY
- Empire Bluecross Blueshield — Schedule C compensation
- Atalanta Sosnoff Capital, LLC — Schedule C compensation
- Bhms — Schedule C compensation
- Melvin Feder — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Delta Dental — Schedule C compensation
- Castiglia Llp — Schedule C compensation
- Caremark — Schedule C compensation
- Pimco — Schedule C compensation
- Segal Co. — Schedule C compensation
- M Chen — Schedule C compensation
- Jessica Piza — Schedule C compensation
- Lydia Deshong — Schedule C compensation
- D San Andres — Schedule C compensation
- Nicole Lasala — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Yvette Rivera — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Premier Technology Solutions — Schedule C compensation
- Part D Advisors — Schedule C compensation
- Syntonics — Schedule C compensation
- Payroll Relief — Schedule C compensation
- Go To Communications — Schedule C compensation
- Union Networking — Schedule C compensation
- Wageworks — Schedule C compensation
- Quadiant — Schedule C compensation