Mason Tenders' District Council Welfare Fund — Form 5500 plan (Board Of Trustees Of Mason Tenders District Council 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, Mason Tenders' District Council Welfare Fund is a benefit plan reported by Board Of Trustees Of Mason Tenders District Council Welfare Fund under EIN 13-5537605 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,390 participants and $560,422,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Mason Tenders District Council Welfare Fund
EIN
13-5537605
Plan number
501
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
9,390
End-of-year plan assets
$560,422,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,390H, C20240924094645NAL0017238560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$560,422,420
Total liabilities (EOY)
$44,797,398
Net assets (EOY)
$515,625,022
Net assets (BOY)
$476,326,574

Income & contributions

Employer contributions
$191,631,430
Participant contributions
$34,259,051
Total contributions
$225,890,481
Total income / additions
$273,091,794

Expenses & distributions

Benefits paid
$228,376,239
Administrative expenses
$5,417,107
Total expenses
$233,793,346
Net increase / (decrease)
$39,298,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aetna Life Ins. Co.NONE$4,762,052$122,6312023
Schultheis & Panettieri, LlpAUDITOR$649,547not reported in the loaded dataset2023
The Segal Co. (Eastern States), IncNONE$349,708not reported in the loaded dataset2023
Gutsin AnnaNONE$312,902not reported in the loaded dataset2023
Janus Capital Management, LLC.NONE$286,580$02023
Proskauer Rose LlpNONE$252,680not reported in the loaded dataset2023
Western Asset Mgmt Co. LLCNONE$222,740not reported in the loaded dataset2023
Mahadeo VickramNONE$180,908not reported in the loaded dataset2023
Giammona DominickNONE$134,677not reported in the loaded dataset2023
Yankilevich OlgaNONE$124,599not reported in the loaded dataset2023
Gorlick Kravitz & Listhaus P.C.ATTORNEY$100,903not reported in the loaded dataset2023
State Street Bank & Trust CompanyNONE$99,513$02023
Caruana CarloNONE$93,773not reported in the loaded dataset2023
Allied System Integrators Inc.NONE$93,738not reported in the loaded dataset2023
Singh IshryNONE$93,508not reported in the loaded dataset2023
Morales DavidNONE$88,810not reported in the loaded dataset2023
Cona JosephineNONE$77,910not reported in the loaded dataset2023
True Type Printing Company, Inc.NONE$76,252not reported in the loaded dataset2023
Curatolo AnthonyNONE$72,372not reported in the loaded dataset2023
Salcedo AlexandraNONE$70,786not reported in the loaded dataset2023
Rodriguez GuillermoNONE$69,646not reported in the loaded dataset2023
Perez (Miranda) YndhiraNONE$66,827not reported in the loaded dataset2023
Motieram DeviNONE$57,244not reported in the loaded dataset2023
Perez XiomaraNONE$54,824not reported in the loaded dataset2023
Moroz DominikaNONE$54,312not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLC.NONE$53,125not reported in the loaded dataset2023
Giraldo-Robinson MonicaNONE$53,105not reported in the loaded dataset2023
Santos Carmen MNONE$50,708not reported in the loaded dataset2023
William Blair Investment Mgmt, LLC.NONE$49,751$02023
Salas TatianaNONE$48,560not reported in the loaded dataset2023
Rodriguez-Padin MarisolNONE$47,619not reported in the loaded dataset2023
Rosario MariaNONE$47,365not reported in the loaded dataset2023
Roman MarilynNONE$44,457not reported in the loaded dataset2023
Lucas Martha C.NONE$43,818not reported in the loaded dataset2023
Hernandez Hector M.NONE$43,615not reported in the loaded dataset2023
Chanlatte GreciaNONE$42,472not reported in the loaded dataset2023
State Street Global Advisors TrustNONE$42,321$02023
Andino JenniferNONE$41,349not reported in the loaded dataset2023
Md Building ServicesCLEANING COMPANY$28,585not reported in the loaded dataset2023
Ramirez JanniNONE$27,758not reported in the loaded dataset2023
Velez JaylaNONE$26,989not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$0$19,7722023
Robert M. Cheverie & Associates, PcNONE$18,311not reported in the loaded dataset2023
AdpNONE$17,659not reported in the loaded dataset2023
Amalgamated Employee Benefit AdminNONE$13,080not reported in the loaded dataset2023
Bicc Systems, Inc.NONE$11,701not reported in the loaded dataset2023
United Print Group Inc.NONE$10,157not reported in the loaded dataset2023
Davis Vision Inc.NONE$8,552not reported in the loaded dataset2023
Michael James Industries, Inc.BUILDING MAINTENANCE$7,489not reported in the loaded dataset2023
Teaneck Business Associates Inc.NONE$7,053not reported in the loaded dataset2023
Richard AdelmanNONE$5,712not reported in the loaded dataset2023
Avitar Solutions, Inc.NONE$5,064not reported in the loaded dataset2023

Related Form 5500 pages