Allied Security Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of Allied Security 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, Allied Security Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of Allied Security Health & Welfare Fund under EIN 13-2738779 and plan number 501. The latest loaded filing year is 2023. The filing reports 839 participants and $4,251,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Allied Security Health & Welfare Fund
- EIN
- 13-2738779
- Plan number
- 501
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 839
- End-of-year plan assets
- $4,251,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 839 | H, C | 20241011110202NAL0021720849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,251,326
- Total liabilities (EOY)
- $92,498
- Net assets (EOY)
- $4,158,828
- Net assets (BOY)
- $4,019,190
Income & contributions
- Employer contributions
- $495,716
- Total contributions
- $495,716
- Total income / additions
- $666,971
Expenses & distributions
- Benefits paid
- $264,937
- Administrative expenses
- $262,396
- Total expenses
- $527,333
- Net increase / (decrease)
- $139,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aria Employee Benefit Services, Inc | NONE | $49,129 | not reported in the loaded dataset | 2023 |
| Marybeth Stafford | NONE | $29,167 | not reported in the loaded dataset | 2023 |
| Federation Pension Bureau | NONE | $21,600 | not reported in the loaded dataset | 2023 |
| Rocco J. Ricciardi | NONE | $17,004 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp Pc | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Allied International Union | RELATED UNION | $12,000 | not reported in the loaded dataset | 2023 |
| Magnacare | NONE | $10,444 | not reported in the loaded dataset | 2023 |
| Barnes Iaccarino & Shepherd Llp | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| David Greenwald, Esq. Pllc | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $7,568 | not reported in the loaded dataset | 2023 |
| Refined Networking | NONE | $6,636 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Allied Security Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Aria Employee Benefit Services, Inc — Schedule C compensation
- Marybeth Stafford — Schedule C compensation
- Federation Pension Bureau — Schedule C compensation
- Rocco J. Ricciardi — Schedule C compensation
- Gould Kobrick & Schlapp Pc — Schedule C compensation
- Allied International Union — Schedule C compensation
- Magnacare — Schedule C compensation
- Barnes Iaccarino & Shepherd Llp — Schedule C compensation
- David Greenwald, Esq. Pllc — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Refined Networking — Schedule C compensation