Wine, Liquor & Distillery Workers Union Local 1-D, Major Medical Plan — Form 5500 plan (Wine, Liquor & Distillery Workers Union Plan)
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, Wine, Liquor & Distillery Workers Union Local 1-D, Major Medical Plan is a benefit plan reported by Wine, Liquor & Distillery Workers Union Plan under EIN 13-1973409 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,118 participants and $17,543,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wine, Liquor & Distillery Workers Union Plan
- EIN
- 13-1973409
- Plan number
- 501
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 1,118
- End-of-year plan assets
- $17,543,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,118 | H, C | 20250820094237NAL0001542707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,543,531
- Total liabilities (EOY)
- $3,270,489
- Net assets (EOY)
- $14,273,042
- Net assets (BOY)
- $11,452,076
Income & contributions
- Employer contributions
- $21,109,152
- Participant contributions
- $38,629
- Total contributions
- $21,147,781
- Total income / additions
- $22,176,045
Expenses & distributions
- Benefits paid
- $18,051,283
- Administrative expenses
- $1,303,796
- Total expenses
- $19,355,079
- Net increase / (decrease)
- $2,820,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arethia Bazemore | EMPLOYEE | $82,765 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | AUDITOR-REL'D ORGANIZATIO | $74,325 | not reported in the loaded dataset | 2023 |
| Vilma Reinhardt | EMPLOYEE | $61,211 | not reported in the loaded dataset | 2023 |
| Danielle Cognetta | EMPLOYEE | $49,665 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | CONSULTANT-REL'D ORG'N | $35,488 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $32,645 | not reported in the loaded dataset | 2023 |
| Zazzali, P.C. | COUNSEL-REL'D ORG'N | $27,535 | not reported in the loaded dataset | 2023 |
| Manning And Napier Advisors, LLC | INV'T MNG'R-RELATED ORG'N | $17,462 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | CUSTODIAN-REL'D ORG'N | $12,832 | $0 | 2023 |
| O'Connor & Mangan, P.C. | COUNSEL-REL'D ORG'N | $10,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wine, Liquor & Distillery Workers Union Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Arethia Bazemore — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Vilma Reinhardt — Schedule C compensation
- Danielle Cognetta — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Zazzali, P.C. — Schedule C compensation
- Manning And Napier Advisors, LLC — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- O'Connor & Mangan, P.C. — Schedule C compensation