Welfare Fund Of Local No. One I.A.T.S.E. — Form 5500 plan (Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E.)
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, Welfare Fund Of Local No. One I.A.T.S.E. is a benefit plan reported by Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E. under EIN 13-6174166 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,760 participants and $65,507,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E.
- EIN
- 13-6174166
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,760
- End-of-year plan assets
- $65,507,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,760 | H, C | 20250407115023NAL0018361873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,507,073
- Total liabilities (EOY)
- $6,560,541
- Net assets (EOY)
- $58,946,532
- Net assets (BOY)
- $43,613,563
Income & contributions
- Employer contributions
- $55,253,478
- Participant contributions
- $4,063,540
- Total contributions
- $59,317,018
- Total income / additions
- $61,466,402
Expenses & distributions
- Benefits paid
- $44,332,894
- Administrative expenses
- $1,800,539
- Total expenses
- $46,133,433
- Net increase / (decrease)
- $15,332,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $1,034,302 | not reported in the loaded dataset | 2023 |
| Saveonsp, LLC | NONE | $581,659 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $328,516 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $185,438 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $147,159 | not reported in the loaded dataset | 2023 |
| Spivak Lipton, Llp | NONE | $77,067 | not reported in the loaded dataset | 2023 |
| Ducenta Squared Asset Management | NONE | $62,757 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $57,261 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services,Inc | NONE | $0 | $21,887 | 2023 |
| Adeptus Advisors, LLC | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $15,583 | not reported in the loaded dataset | 2023 |
| Syntonic Systems, Inc. | NONE | $14,580 | not reported in the loaded dataset | 2023 |
| 9 To 5 Office Supplies | NONE | $14,405 | not reported in the loaded dataset | 2023 |
| Comprehensive Consulting Solutions | NONE | $12,067 | not reported in the loaded dataset | 2023 |
| Principal Building Services | NONE | $11,176 | not reported in the loaded dataset | 2023 |
| Pwc Consulting | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Pylon Logistics | NONE | $10,023 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $7,590 | $0 | 2023 |
| Prelude Consulting, Inc. | NONE | $7,361 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Welfare Fund Of Local No. One I.A.T.S.E.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Aetna Life Insurance Company — Schedule C compensation
- Saveonsp, LLC — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Spivak Lipton, Llp — Schedule C compensation
- Ducenta Squared Asset Management — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Segal Select Insurance Services,Inc — Schedule C compensation
- Adeptus Advisors, LLC — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Syntonic Systems, Inc. — Schedule C compensation
- 9 To 5 Office Supplies — Schedule C compensation
- Comprehensive Consulting Solutions — Schedule C compensation
- Principal Building Services — Schedule C compensation
- Pwc Consulting — Schedule C compensation
- Pylon Logistics — Schedule C compensation
- Comerica — Schedule C compensation
- Prelude Consulting, Inc. — Schedule C compensation