Suffolk County Court Employees Association Welfare Fund — Form 5500 plan (State Of Ny Unified Court System)

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, Suffolk County Court Employees Association Welfare Fund is a benefit plan reported by State Of Ny Unified Court System under EIN 14-6013200 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,623 participants and $4,186,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
State Of Ny Unified Court System
EIN
14-6013200
Plan number
501
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
1,623
End-of-year plan assets
$4,186,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,623H, C20241010100122NAL0009886851002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,186,584
Total liabilities (EOY)
$126,687
Net assets (EOY)
$4,059,897
Net assets (BOY)
$3,255,791

Income & contributions

Employer contributions
$1,993,361
Participant contributions
$7,092
Total contributions
$2,000,453
Total income / additions
$2,366,063

Expenses & distributions

Benefits paid
$1,292,943
Administrative expenses
$269,014
Total expenses
$1,561,957
Net increase / (decrease)
$804,106

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Suffolk County Court Employees AssnAFFILIATED UNION$101,485not reported in the loaded dataset2023
Administrative Services Only, IncNONE$46,485not reported in the loaded dataset2023
Berdon LlpNONE$25,000not reported in the loaded dataset2023
Archer, Byington, Glennon & LevineNONE$24,000not reported in the loaded dataset2023
Segal CompanyNONE$20,000not reported in the loaded dataset2023
Atalanta SosnoffNONE$17,841not reported in the loaded dataset2023
Summit Actuarial Service, IncNONE$10,800not reported in the loaded dataset2023
Pension Fund EvaluationsNONE$6,700not reported in the loaded dataset2023

Related Form 5500 pages