Local 338 Benefits Fund — Form 5500 plan (Board Of Trustees Local 338 Benefits 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 338 Benefits Fund is a benefit plan reported by Board Of Trustees Local 338 Benefits Fund under EIN 13-6313146 and plan number 502. The latest loaded filing year is 2023. The filing reports 6,663 participants and $8,503,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 338 Benefits Fund
- EIN
- 13-6313146
- Plan number
- 502
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 6,663
- End-of-year plan assets
- $8,503,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,663 | H, C | 20241015131852NAL0029761553003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,503,811
- Total liabilities (EOY)
- $542,159
- Net assets (EOY)
- $7,961,652
- Net assets (BOY)
- $8,889,039
Income & contributions
- Employer contributions
- $1,837,189
- Participant contributions
- $9,131
- Total contributions
- $1,846,320
- Total income / additions
- $2,732,483
Expenses & distributions
- Benefits paid
- $2,484,274
- Administrative expenses
- $1,175,596
- Total expenses
- $3,659,870
- Net increase / (decrease)
- -$927,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 338 Health & Welfare Fund | AFFILIATED BENEFIT FUND | $393,000 | not reported in the loaded dataset | 2023 |
| Rwdsu/Ufcw Local 338 | AFFILIATED LABOR UNION | $384,000 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $249,790 | not reported in the loaded dataset | 2023 |
| Dds Services, Inc. | NONE | $194,577 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $96,270 | not reported in the loaded dataset | 2023 |
| Fusco, Branstein & Rada | NONE | $90,521 | not reported in the loaded dataset | 2023 |
| Employee A | EMPLOYEE | $41,238 | not reported in the loaded dataset | 2023 |
| Health Plan Systems | NONE | $39,966 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $39,109 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $27,968 | not reported in the loaded dataset | 2023 |
| Alvin Blyer, Esq. | NONE | $10,964 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Lucent Consulting | NONE | $7,200 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services, LLC | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 338 Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Local 338 Health & Welfare Fund — Schedule C compensation
- Rwdsu/Ufcw Local 338 — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Dds Services, Inc. — Schedule C compensation
- Employee B — Schedule C compensation
- Fusco, Branstein & Rada — Schedule C compensation
- Employee A — Schedule C compensation
- Health Plan Systems — Schedule C compensation
- Employee C — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Employee D — Schedule C compensation
- Alvin Blyer, Esq. — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Lucent Consulting — Schedule C compensation
- Summit Actuarial Services, LLC — Schedule C compensation