Wholesale Wine Salesmen'S Union Local 18-D Welfare Fund — Form 5500 plan (Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F)
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, Wholesale Wine Salesmen'S Union Local 18-D Welfare Fund is a benefit plan reported by Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F under EIN 13-6118801 and plan number 501. The latest loaded filing year is 2023. The filing reports 430 participants and $2,882,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F
- EIN
- 13-6118801
- Plan number
- 501
- Plan type
- 1
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $2,882,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20250414082316NAL0001566929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,882,596
- Total liabilities (EOY)
- $378,127
- Net assets (EOY)
- $2,504,469
- Net assets (BOY)
- $2,318,391
Income & contributions
- Employer contributions
- $1,024,845
- Participant contributions
- $416,490
- Total contributions
- $1,441,335
- Total income / additions
- $1,573,728
Expenses & distributions
- Benefits paid
- $1,183,899
- Administrative expenses
- $203,751
- Total expenses
- $1,387,650
- Net increase / (decrease)
- $186,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Weaver And Tidwell, Llp | PERF. SERV. FOR REL PLANS | $48,411 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Nj, Inc | NONE | $38,234 | not reported in the loaded dataset | 2023 |
| Solstice | NONE | $20,580 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | PERF. SERV. FOR REL PLANS | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Wholesale Wine Salesmen'S Union Local 18-D Welfare F
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Staten Island, NY
- Weaver And Tidwell, Llp — Schedule C compensation
- Delta Dental Of Nj, Inc — Schedule C compensation
- Solstice — Schedule C compensation
- Milliman, Inc — Schedule C compensation