Plan5500

Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Local 60 Health & 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, Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Local 60 Health & Welfare Fund under EIN 13-1737041 and plan number 501. The latest loaded filing year is 2023. The filing reports 966 participants and $33,768,118 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.4MPlan net assets, end of year$30,370,811
Participants966Covered participants reported
Assets / participant$35KComputed: assets ÷ participants$34,957 (computed)
Provider compensation$988.6K15 Schedule C provider row(s)$988,604
Plan sponsor
Board Of Trustees Local 60 Health & Welfare Fund
EIN
13-1737041
Plan number
501
Plan type
1
Location
Hawthorne, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    966 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$33.8M total assets
Net assets$30.4MLiabilities$3.4M
Money in vs. money out
Total income / additions$20.3M
Total expenses$16.9M
Benefits paid / distributions$15.6M
Contributions
Employer$16.7M
Participant$127.3K
Full reported line items

Net assets

Total assets (EOY)
$33,768,118
Total liabilities (EOY)
$3,397,307
Net assets (EOY)
$30,370,811
Net assets (BOY)
$27,002,999

Income & contributions

Employer contributions
$16,726,571
Participant contributions
$127,347
Total contributions
$16,853,918
Total income / additions
$20,263,558

Expenses & distributions

Benefits paid
$15,614,940
Administrative expenses
$1,280,806
Total expenses
$16,895,746
Net increase / (decrease)
$3,367,812
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 99%Participant 1%
Total expenses ÷ net assets56%Computed ratio
Benefits paid ÷ total income77%Computed ratio
Provider comp. ÷ net assets3%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Meritain Health$449.1K
    CLAIMS PROCESSOR · Direct $449.1K
  2. 2
    Tocqueville Asset Management Lp$92K
    INVESTMENT MANAGER · Direct $92K
  3. 3
    Christine Costa$86K
    PLAN ADMINISTRATOR · Direct $86K
  4. 4
    Barnes, Iaccarino & Shepherd Llp$84.2K
    LEGAL · Direct $84.2K
  5. 5
    Michael Cruz$61.4K
    EMPLOYEE · Direct $61.4K
  6. 6
    Milliman, Inc.$57.5K
    ACTUARY · Direct $57.5K
  7. 7
    Gettry Marcus Cpa, P.C.$29.1K
    ACCOUNTANT · Direct $29.1K
  8. 8
    Milcia Fermin$26.9K
    EMPLOYEE · Direct $26.9K
  9. 9
    Jindriska Gonzalez$25.8K
    EMPLOYEE · Direct $25.8K
  10. 10
    Tpa Corporation$21.8K
    COMPUTER CONSULTANT · Direct $21.8K
  11. 11
    Theodor H. Brown, Dds$21.3K
    DENTAL CONSULTANT · Direct $21.3K
  12. 12
    Merrill Lynch$10K
    INVESTMENT CONSULTANT · Direct $10K
  13. 13
    M&T Bank Inst'L Retirement Services$9K
    INVESTMENT CUSTODIAN · Direct $9K · Indirect $0
  14. 14
    Hess Technology Consulting, Inc.$8.3K
    COMPUTER CONSULTANT · Direct $8.3K
  15. 15
    Citrin Cooperman & Company, Llp$6.1K
    ACCOUNTANT · Direct $6.1K

What to inspect next

Frequently asked questions

Who sponsors the Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund?
Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund is reported as sponsored by Board Of Trustees Local 60 Health & Welfare Fund (EIN 13-1737041, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund?
The latest Form 5500 filing year loaded for Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund is 2023.
How many participants does Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund report?
Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund reports 966 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund?
Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund reports $33,768,118 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages