Teamsters Local 456 Municipal Employees Welfare Fund — Form 5500 plan (Board Of Trustees Local 456 Municipal 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, Teamsters Local 456 Municipal Employees Welfare Fund is a benefit plan reported by Board Of Trustees Local 456 Municipal Welfare Fund under EIN 13-6804536 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,577 participants and $26,905,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 456 Municipal Welfare Fund
- EIN
- 13-6804536
- Plan number
- 501
- Plan type
- 1
- Location
- Elmsford, NY
- Latest filing year
- 2023
- Participants
- 1,577
- End-of-year plan assets
- $26,905,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,577 | H, C | 20240731105642NAL0012615491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,905,012
- Total liabilities (EOY)
- $2,244,699
- Net assets (EOY)
- $24,660,313
- Net assets (BOY)
- $22,045,789
Income & contributions
- Employer contributions
- $1,977,434
- Total contributions
- $1,977,434
- Total income / additions
- $5,094,599
Expenses & distributions
- Benefits paid
- $2,082,478
- Administrative expenses
- $397,597
- Total expenses
- $2,480,075
- Net increase / (decrease)
- $2,614,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INV. CUSTODIAN/MANAGER | $125,578 | not reported in the loaded dataset | 2023 |
| Bamundo, Zwal & Schermerhorn Llp | LEGAL BENEFITS | $80,496 | not reported in the loaded dataset | 2023 |
| Lower Hudson Valley E.A.P. | MEDICAL CONSULTANT | $38,616 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $33,006 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | LEGAL | $30,000 | not reported in the loaded dataset | 2023 |
| Theodor H. Brown Dds | DENTAL CONSULTANT | $27,588 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | ACTUARY | $23,500 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | COMPUTER CONSULTANT | $9,678 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 456 Municipal Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmsford, NY
- Merrill Lynch — Schedule C compensation
- Bamundo, Zwal & Schermerhorn Llp — Schedule C compensation
- Lower Hudson Valley E.A.P. — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Theodor H. Brown Dds — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Tpa Corporation — Schedule C compensation