Nysa-Ppgu Welfare Fund & Plan — Form 5500 plan (Board Of Trustees)
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, Nysa-Ppgu Welfare Fund & Plan is a benefit plan reported by Board Of Trustees under EIN 13-1966980 and plan number 501. The latest loaded filing year is 2023. The filing reports 276 participants and $118,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees
- EIN
- 13-1966980
- Plan number
- 501
- Plan type
- 1
- Location
- Bayonne, NJ
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $118,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240920141201NAL0007934689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,983
- Total liabilities (EOY)
- $43,596
- Net assets (EOY)
- $75,387
- Net assets (BOY)
- $32,193
Income & contributions
- Employer contributions
- $5,684,261
- Total contributions
- $5,732,772
- Total income / additions
- $5,733,546
Expenses & distributions
- Benefits paid
- $5,342,153
- Administrative expenses
- $348,199
- Total expenses
- $5,690,352
- Net increase / (decrease)
- $43,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quantum Financial Strategies | INSURANCE BROKER | $114,870 | not reported in the loaded dataset | 2023 |
| Mohamed Arbab | EMPLOYEE | $77,000 | not reported in the loaded dataset | 2023 |
| The Lambos Firm, Llp | CO-COUNSEL | $59,400 | not reported in the loaded dataset | 2023 |
| Mogila Law Group, LLC | CO-COUNSEL | $44,550 | not reported in the loaded dataset | 2023 |
| Richard Rossiello | EMPLOYEE | $42,000 | not reported in the loaded dataset | 2023 |
| Acrisure, LLC Dba Madison Partners | INSURANCE BROKER | $38,305 | not reported in the loaded dataset | 2023 |
| Desena & Company Cpas | AUDITOR | $25,870 | not reported in the loaded dataset | 2023 |
| Fuiman Mogila Llp | CO-COUNSEL | $14,850 | not reported in the loaded dataset | 2023 |
| Cynomys, Inc. | ACTUARY | $12,150 | not reported in the loaded dataset | 2023 |
| Kathy Schiereck | ACCOUNTANT | $10,764 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Bayonne, NJ
- Quantum Financial Strategies — Schedule C compensation
- Mohamed Arbab — Schedule C compensation
- The Lambos Firm, Llp — Schedule C compensation
- Mogila Law Group, LLC — Schedule C compensation
- Richard Rossiello — Schedule C compensation
- Acrisure, LLC Dba Madison Partners — Schedule C compensation
- Desena & Company Cpas — Schedule C compensation
- Fuiman Mogila Llp — Schedule C compensation
- Cynomys, Inc. — Schedule C compensation
- Kathy Schiereck — Schedule C compensation