Local 947 Health And Welfare Fund 3 Main Street Kings Park, Ny 11754 — Form 5500 plan (Board Of Trustees Local 947 Health And 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, Local 947 Health And Welfare Fund 3 Main Street Kings Park, Ny 11754 is a benefit plan reported by Board Of Trustees Local 947 Health And Welfare Fund under EIN 13-4191811 and plan number 501. The latest loaded filing year is 2023. The filing reports 456 participants and $1,697,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 947 Health And Welfare Fund
- EIN
- 13-4191811
- Plan number
- 501
- Plan type
- 1
- Location
- Kings Park, NY
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $1,697,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20250917163412NAL0000750403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,697,318
- Total liabilities (EOY)
- $485,868
- Net assets (EOY)
- $1,211,450
- Net assets (BOY)
- $1,112,217
Income & contributions
- Employer contributions
- $5,797,568
- Total contributions
- $5,797,568
- Total income / additions
- $5,871,925
Expenses & distributions
- Benefits paid
- $5,534,791
- Administrative expenses
- $237,901
- Total expenses
- $5,772,692
- Net increase / (decrease)
- $99,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jeannie Calderon | EMPLOYEE | $86,280 | $0 | 2023 |
| Gloria Larrondo | EMPLOYEE | $51,138 | $0 | 2023 |
| Charles Muniz | EMPLOYEE | $23,800 | $0 | 2023 |
| Costarothbort Cpas LLC | ACCOUNTANT | $14,500 | $0 | 2023 |
| Isabel Vazquez | EMPLOYEE | $9,904 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 947 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Kings Park, NY
- Jeannie Calderon — Schedule C compensation
- Gloria Larrondo — Schedule C compensation
- Charles Muniz — Schedule C compensation
- Costarothbort Cpas LLC — Schedule C compensation
- Isabel Vazquez — Schedule C compensation