Plan5500

New York City District Council Of Carpenters Welfare Fund — Form 5500 plan (Board Of Trustees Of Nycdcc 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, New York City District Council Of Carpenters Welfare Fund is a benefit plan reported by Board Of Trustees Of Nycdcc Welfare Fund under EIN 13-5615576 and plan number 501. The latest loaded filing year is 2023. The filing reports 19,314 participants and $869,478,739 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Nycdcc Welfare Fund
EIN
13-5615576
Plan number
501
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
19,314
End-of-year plan assets
$869,478,739

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,314H, C20250319090351NAL0002478483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$869,478,739
Total liabilities (EOY)
$163,899,786
Net assets (EOY)
$705,578,953
Net assets (BOY)
$698,977,029

Income & contributions

Employer contributions
$382,049,122
Participant contributions
$4,791,699
Total contributions
$386,840,821
Total income / additions
$468,091,272

Expenses & distributions

Benefits paid
$447,780,526
Administrative expenses
$13,708,822
Total expenses
$461,489,348
Net increase / (decrease)
$6,601,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Independence AdministratorsNONE$3,846,150not reported in the loaded dataset2023
Express Scripts IncNONE$3,211,699not reported in the loaded dataset2023
Schultheis & Panettieri LlpNONE$1,901,148not reported in the loaded dataset2023
Novak Francella LLCNONE$1,230,276not reported in the loaded dataset2023
Virginia & Ambinder LlpNONE$947,918not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$427,024not reported in the loaded dataset2023
The Segal Company (Eastern States)NONE$382,483not reported in the loaded dataset2023
Employee ANONE$303,305not reported in the loaded dataset2023
Harvard Protection ServicesSECURITY PROVIDER$284,299not reported in the loaded dataset2023
Beacon Hill Staffing GroupNONE$282,949not reported in the loaded dataset2023
Loomis Sayles Trust CompanyNONE$265,702not reported in the loaded dataset2023
Lord Abbett & Co LLCNONE$244,300not reported in the loaded dataset2023
Employee BNONE$242,374not reported in the loaded dataset2023
Employee CNONE$209,453not reported in the loaded dataset2023
Perfect Printing Solutions IncNONE$207,521not reported in the loaded dataset2023
Bank Of New York MellonNONE$198,020$02023
Employee DNONE$190,680not reported in the loaded dataset2023
Employee ENONE$168,868not reported in the loaded dataset2023
Employee FNONE$167,952not reported in the loaded dataset2023
Kauff Mcguire & Margolis LlpNONE$159,559not reported in the loaded dataset2023
Bahn PclcNONE$158,445not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$0$157,1132023
Employee GNONE$150,632not reported in the loaded dataset2023
Employee HNONE$145,390not reported in the loaded dataset2023
Employee INONE$145,048not reported in the loaded dataset2023
Employee JNONE$137,071not reported in the loaded dataset2023
Employee KNONE$136,000not reported in the loaded dataset2023
Employee LNONE$133,843not reported in the loaded dataset2023
Employee MNONE$130,196not reported in the loaded dataset2023
Employee NNONE$125,460not reported in the loaded dataset2023
Employee ONONE$123,001not reported in the loaded dataset2023
Employee PNONE$122,076not reported in the loaded dataset2023
Employee QNONE$117,108not reported in the loaded dataset2023
Employee RNONE$116,337not reported in the loaded dataset2023
Employee SNONE$112,452not reported in the loaded dataset2023
Employee TNONE$107,102not reported in the loaded dataset2023
Employee UNONE$106,334not reported in the loaded dataset2023
Scout Investments, Inc.NONE$101,739not reported in the loaded dataset2023
Employee VNONE$100,590not reported in the loaded dataset2023
Employee WNONE$98,803not reported in the loaded dataset2023
Employee XNONE$96,367not reported in the loaded dataset2023
Employee YNONE$95,431not reported in the loaded dataset2023
Employee ZNONE$91,017not reported in the loaded dataset2023
Employee AaNONE$90,939not reported in the loaded dataset2023
Employee AbNONE$90,725not reported in the loaded dataset2023
Employee AcNONE$90,348not reported in the loaded dataset2023
Employee AdNONE$90,294not reported in the loaded dataset2023
Employee AeNONE$89,444not reported in the loaded dataset2023
Employee AfNONE$88,686not reported in the loaded dataset2023
Employee AgNONE$88,092not reported in the loaded dataset2023
Employee AhNONE$87,106not reported in the loaded dataset2023
Employee AiNONE$85,873not reported in the loaded dataset2023
Employee AjNONE$83,118not reported in the loaded dataset2023
Employee AkNONE$79,175not reported in the loaded dataset2023
Employee AlNONE$78,629not reported in the loaded dataset2023
Employee AmNONE$77,489not reported in the loaded dataset2023
Employee AnNONE$75,569not reported in the loaded dataset2023
Employee AoNONE$75,414not reported in the loaded dataset2023
Employee ApNONE$74,936not reported in the loaded dataset2023
Lazard Asset Management LLCNONE$74,545not reported in the loaded dataset2023
Employee AqNONE$74,221not reported in the loaded dataset2023
Employee ArNONE$73,060not reported in the loaded dataset2023
Employee AsNONE$69,596not reported in the loaded dataset2023
Gallagher Fiduciary Advisors LLCNONE$68,771not reported in the loaded dataset2023
Employee AtNONE$68,507not reported in the loaded dataset2023
Payden & RygelNONE$68,353not reported in the loaded dataset2023
Employee AuNONE$67,876not reported in the loaded dataset2023
Employee AvNONE$66,407not reported in the loaded dataset2023
Employee AwNONE$66,405not reported in the loaded dataset2023
Employee AxNONE$66,218not reported in the loaded dataset2023
Addison GroupNONE$65,112not reported in the loaded dataset2023
Employee AyNONE$64,684not reported in the loaded dataset2023
Employee AzNONE$64,577not reported in the loaded dataset2023
Administrative Services Only IncNONE$63,573not reported in the loaded dataset2023
State Street Global Advisors TrustNONE$63,112not reported in the loaded dataset2023
Archer, Byington, Glennon & LevineATTORNEY$60,883not reported in the loaded dataset2023
Employee BaNONE$60,755not reported in the loaded dataset2023
Employee BbNONE$60,194not reported in the loaded dataset2023
Employee BcNONE$58,868not reported in the loaded dataset2023
Employee BdNONE$58,528not reported in the loaded dataset2023
Employee BeNONE$57,692not reported in the loaded dataset2023
Employee BfNONE$57,334not reported in the loaded dataset2023
Employee BgNONE$57,332not reported in the loaded dataset2023
Employee BhNONE$56,308not reported in the loaded dataset2023
Employee BiNONE$56,231not reported in the loaded dataset2023
Employee BjNONE$55,861not reported in the loaded dataset2023
Employee BkNONE$55,454not reported in the loaded dataset2023
Employee BlNONE$54,653not reported in the loaded dataset2023
Employee BmNONE$54,512not reported in the loaded dataset2023
Employee BnNONE$53,736not reported in the loaded dataset2023
Employee BoNONE$53,362not reported in the loaded dataset2023
Employee BpNONE$53,237not reported in the loaded dataset2023
Employee BqNONE$52,561not reported in the loaded dataset2023
Employee BrNONE$52,436not reported in the loaded dataset2023
Employee BsNONE$52,018not reported in the loaded dataset2023
Employee BtNONE$49,267not reported in the loaded dataset2023
Employee BuNONE$48,832not reported in the loaded dataset2023
Employee BvNONE$47,175not reported in the loaded dataset2023
Employee BwNONE$46,154not reported in the loaded dataset2023
Employee BxNONE$45,961not reported in the loaded dataset2023
Employee ByNONE$45,852not reported in the loaded dataset2023
Employee BzNONE$45,760not reported in the loaded dataset2023
Employee CaNONE$45,214not reported in the loaded dataset2023
Employee CbNONE$43,157not reported in the loaded dataset2023
Employee CcNONE$41,349not reported in the loaded dataset2023
Employee CdNONE$40,000not reported in the loaded dataset2023
Employee CeNONE$39,669not reported in the loaded dataset2023
Amalgamated Employee Benefits AdminNONE$39,000not reported in the loaded dataset2023
Employee CfNONE$38,935not reported in the loaded dataset2023
Employee CgNONE$37,932not reported in the loaded dataset2023
Employee ChNONE$35,860not reported in the loaded dataset2023
Employee CiNONE$35,418not reported in the loaded dataset2023
Steven C. KasardaNONE$33,598not reported in the loaded dataset2023
Employee CjNONE$31,995not reported in the loaded dataset2023
Employee CkNONE$31,951not reported in the loaded dataset2023
Employee ClNONE$30,932not reported in the loaded dataset2023
Employee CmNONE$29,956not reported in the loaded dataset2023
Daniel EngelsteinNONE$29,876not reported in the loaded dataset2023
Western Asset Management CompanyNONE$29,803not reported in the loaded dataset2023
J.J. PiersonNONE$29,400not reported in the loaded dataset2023
Amalgamated BankNONE$25,715$02023
Jeffrey G. SteinNONE$25,202not reported in the loaded dataset2023
Paylocity CorporationNONE$22,361not reported in the loaded dataset2023
Heyman PartnersNONE$22,000not reported in the loaded dataset2023
International Scholarship & TuitionNONE$18,000not reported in the loaded dataset2023
Stormwind LLCNONE$14,519not reported in the loaded dataset2023
C. Hunt Walker Company LLCNONE$11,400not reported in the loaded dataset2023

Related Form 5500 pages