Local 147 Construction Workers Welfare Fund — Form 5500 plan (Trustees Local 147 Construction Workers 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 147 Construction Workers Welfare Fund is a benefit plan reported by Trustees Local 147 Construction Workers Welfare Fund under EIN 13-6101595 and plan number 501. The latest loaded filing year is 2023. The filing reports 67 participants and $2,884,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Local 147 Construction Workers Welfare Fund
- EIN
- 13-6101595
- Plan number
- 501
- Plan type
- 1
- Location
- Hopatcong, NJ
- Latest filing year
- 2023
- Participants
- 67
- End-of-year plan assets
- $2,884,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 67 | H, C | 20241010105658NAL0009930355003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,884,439
- Total liabilities (EOY)
- $7,878
- Net assets (EOY)
- $2,876,561
- Net assets (BOY)
- $2,181,539
Income & contributions
- Employer contributions
- $2,509,811
- Participant contributions
- $139,921
- Total contributions
- $2,649,732
- Total income / additions
- $2,754,181
Expenses & distributions
- Benefits paid
- $1,969,769
- Administrative expenses
- $89,390
- Total expenses
- $2,059,159
- Net increase / (decrease)
- $695,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci Associates, Inc. | ADMINISTRATOR | $37,500 | not reported in the loaded dataset | 2023 |
| Manning Russo, LLC | ATTORNEY | $24,000 | not reported in the loaded dataset | 2023 |
| Mspc, Cpa'S And Advisors, P.C. | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Local 147 Construction Workers Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hopatcong, NJ
- Basil Castrovinci Associates, Inc. — Schedule C compensation
- Manning Russo, LLC — Schedule C compensation
- Mspc, Cpa'S And Advisors, P.C. — Schedule C compensation