Local 272 Welfare Fund — Form 5500 plan (Local 272 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 272 Welfare Fund is a benefit plan reported by Local 272 Welfare Fund under EIN 13-5555808 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,086 participants and $50,261,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 272 Welfare Fund
- EIN
- 13-5555808
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 4,086
- End-of-year plan assets
- $50,261,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,086 | H, C | 20260121122939NAL0004353715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,261,785
- Total liabilities (EOY)
- $5,779,396
- Net assets (EOY)
- $44,482,389
- Net assets (BOY)
- $36,906,527
Income & contributions
- Employer contributions
- $36,575,077
- Participant contributions
- $5,800
- Total contributions
- $36,580,877
- Total income / additions
- $40,210,203
Expenses & distributions
- Benefits paid
- $30,127,945
- Administrative expenses
- $2,506,396
- Total expenses
- $32,634,341
- Net increase / (decrease)
- $7,575,862
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare Administrative Services | NONE | $742,085 | not reported in the loaded dataset | 2023 |
| Viveka Health, Inc. | NONE | $441,811 | not reported in the loaded dataset | 2023 |
| Marc Goodman | EMPLOYEE | $331,800 | not reported in the loaded dataset | 2023 |
| Payer Matrix, LLC | NONE | $0 | $178,445 | 2023 |
| Carolyn Echols | EMPLOYEE | $159,059 | not reported in the loaded dataset | 2023 |
| Maria Banchs | EMPLOYEE | $118,099 | not reported in the loaded dataset | 2023 |
| Sele-Dent, Inc. | NONE | $111,903 | not reported in the loaded dataset | 2023 |
| Teamster Center Services | NONE | $110,735 | not reported in the loaded dataset | 2023 |
| Danica Padro | EMPLOYEE | $109,215 | not reported in the loaded dataset | 2023 |
| Daella Barberena | EMPLOYEE | $95,524 | not reported in the loaded dataset | 2023 |
| Emily Hernandez | EMPLOYEE | $93,912 | not reported in the loaded dataset | 2023 |
| Jolene Victoria | EMPLOYEE | $93,912 | not reported in the loaded dataset | 2023 |
| Jeffrey S. Dubin P.C. | NONE | $91,574 | not reported in the loaded dataset | 2023 |
| Joseph Stern & Co. | NONE | $66,041 | not reported in the loaded dataset | 2023 |
| Carlos Rangel Cpa Pc | NONE | $64,917 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $62,651 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $52,216 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $51,167 | not reported in the loaded dataset | 2023 |
| Primetech Global LLC | NONE | $43,292 | not reported in the loaded dataset | 2023 |
| Top Notch Systems, Inc. | not reported in the loaded dataset | $38,924 | $0 | 2023 |
| Annabelle Soto | EMPLOYEE | $34,662 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $28,708 | not reported in the loaded dataset | 2023 |
| Pitta Llp | LEGAL COUNSEL | $18,873 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 272 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Magnacare Administrative Services — Schedule C compensation
- Viveka Health, Inc. — Schedule C compensation
- Marc Goodman — Schedule C compensation
- Payer Matrix, LLC — Schedule C compensation
- Carolyn Echols — Schedule C compensation
- Maria Banchs — Schedule C compensation
- Sele-Dent, Inc. — Schedule C compensation
- Teamster Center Services — Schedule C compensation
- Danica Padro — Schedule C compensation
- Daella Barberena — Schedule C compensation
- Emily Hernandez — Schedule C compensation
- Jolene Victoria — Schedule C compensation
- Jeffrey S. Dubin P.C. — Schedule C compensation
- Joseph Stern & Co. — Schedule C compensation
- Carlos Rangel Cpa Pc — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Empirx Health — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Primetech Global LLC — Schedule C compensation
- Top Notch Systems, Inc. — Schedule C compensation
- Annabelle Soto — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Pitta Llp — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation