Welfare Fund Of The Iuoe Local Unions 15, 15a, 15c 15d, Afl-Cio — Form 5500 plan (Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d)
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 The Iuoe Local Unions 15, 15a, 15c 15d, Afl-Cio is a benefit plan reported by Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d under EIN 13-6694320 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,861 participants and $108,952,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d
- EIN
- 13-6694320
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 2,861
- End-of-year plan assets
- $108,952,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,861 | H, C | 20240920112355NAL0013023696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,952,003
- Total liabilities (EOY)
- $26,898,960
- Net assets (EOY)
- $82,053,043
- Net assets (BOY)
- $60,799,898
Income & contributions
- Employer contributions
- $82,033,883
- Participant contributions
- $31,166,787
- Total contributions
- $113,200,670
- Total income / additions
- $123,606,583
Expenses & distributions
- Benefits paid
- $99,754,507
- Administrative expenses
- $2,598,931
- Total expenses
- $102,353,438
- Net increase / (decrease)
- $21,253,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $2,284,759 | $0 | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $450,298 | not reported in the loaded dataset | 2023 |
| Catherine Chase | NONE | $366,823 | not reported in the loaded dataset | 2023 |
| Yasir Eltayeb | NONE | $295,632 | not reported in the loaded dataset | 2023 |
| William Stanton | NONE | $240,475 | not reported in the loaded dataset | 2023 |
| Richard Lopez | NONE | $193,648 | not reported in the loaded dataset | 2023 |
| Brady Mcguire & Steinberg, Pc | ATTORNEY | $187,438 | not reported in the loaded dataset | 2023 |
| Angel Maldonado | NONE | $141,828 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $140,240 | not reported in the loaded dataset | 2023 |
| Jennifer Marino | NONE | $135,067 | not reported in the loaded dataset | 2023 |
| Telemedicine Mgmt, Inc Dba Swift Md | NONE | $126,201 | not reported in the loaded dataset | 2023 |
| Vincent Turano | NONE | $108,881 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $74,960 | $29,050 | 2023 |
| Mohamed Karamali | NONE | $95,497 | not reported in the loaded dataset | 2023 |
| Florence Chase | NONE | $94,918 | not reported in the loaded dataset | 2023 |
| Vanessa Iturralde | NONE | $80,036 | not reported in the loaded dataset | 2023 |
| Sydney Adamo | NONE | $69,832 | not reported in the loaded dataset | 2023 |
| Efrain A Segovia | NONE | $68,201 | not reported in the loaded dataset | 2023 |
| Leticia Gonzales | NONE | $67,275 | not reported in the loaded dataset | 2023 |
| Emily Ginas | NONE | $62,300 | not reported in the loaded dataset | 2023 |
| Olivia Adamo | NONE | $54,334 | not reported in the loaded dataset | 2023 |
| Michelle Paone | NONE | $53,827 | not reported in the loaded dataset | 2023 |
| Denisse Iturralde | NONE | $50,876 | not reported in the loaded dataset | 2023 |
| Nicole Paone | NONE | $48,769 | not reported in the loaded dataset | 2023 |
| Frida Davydov | NONE | $37,846 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd. Co. | INVEST MGR | $33,514 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Eveready Graphics | NONE | $18,705 | not reported in the loaded dataset | 2023 |
| Clarke & Sampson, Inc. | INSURANCE BROKER | $0 | $10,064 | 2023 |
| Mosaic Data Services Inc. | NONE | $9,652 | not reported in the loaded dataset | 2023 |
| Oracle America, Inc. | NONE | $7,374 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $4,167 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Welfare Fd Of The Iuoe Lo Unions 15, 15a, 15c, 15d
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Catherine Chase — Schedule C compensation
- Yasir Eltayeb — Schedule C compensation
- William Stanton — Schedule C compensation
- Richard Lopez — Schedule C compensation
- Brady Mcguire & Steinberg, Pc — Schedule C compensation
- Angel Maldonado — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Jennifer Marino — Schedule C compensation
- Telemedicine Mgmt, Inc Dba Swift Md — Schedule C compensation
- Vincent Turano — Schedule C compensation
- Optum Rx — Schedule C compensation
- Mohamed Karamali — Schedule C compensation
- Florence Chase — Schedule C compensation
- Vanessa Iturralde — Schedule C compensation
- Sydney Adamo — Schedule C compensation
- Efrain A Segovia — Schedule C compensation
- Leticia Gonzales — Schedule C compensation
- Emily Ginas — Schedule C compensation
- Olivia Adamo — Schedule C compensation
- Michelle Paone — Schedule C compensation
- Denisse Iturralde — Schedule C compensation
- Nicole Paone — Schedule C compensation
- Frida Davydov — Schedule C compensation
- Sage Advisory Services, Ltd. Co. — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Eveready Graphics — Schedule C compensation
- Clarke & Sampson, Inc. — Schedule C compensation
- Mosaic Data Services Inc. — Schedule C compensation
- Oracle America, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation