Teamsters Local 445 Welfare Fund — Form 5500 plan (Teamsters Local 445 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 445 Welfare Fund is a benefit plan reported by Teamsters Local 445 Welfare Fund under EIN 14-6022213 and plan number 501. The latest loaded filing year is 2023. The filing reports 278 participants and $4,684,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 445 Welfare Fund
- EIN
- 14-6022213
- Plan number
- 501
- Plan type
- 1
- Location
- Rock Tavern, NY
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $4,684,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20241015144123NAL0048453824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,684,881
- Total liabilities (EOY)
- $1,262,946
- Net assets (EOY)
- $3,421,935
- Net assets (BOY)
- $4,821,277
Income & contributions
- Employer contributions
- $4,658,642
- Participant contributions
- $81,894
- Total contributions
- $4,740,536
- Total income / additions
- $5,624,533
Expenses & distributions
- Benefits paid
- $6,501,725
- Administrative expenses
- $522,150
- Total expenses
- $7,023,875
- Net increase / (decrease)
- -$1,399,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sharon Molinelli | EMPLOYEE | $82,019 | not reported in the loaded dataset | 2023 |
| Teresa Sozio | EMPLOYEE | $59,536 | not reported in the loaded dataset | 2023 |
| Teresa Kurta | EMPLOYEE | $59,255 | not reported in the loaded dataset | 2023 |
| Suzanne Joiner | EMPLOYEE | $53,239 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $47,324 | not reported in the loaded dataset | 2023 |
| Barnes Iaccarino & Shepherd Llp | NONE | $40,717 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services LLC | NONE | $37,000 | not reported in the loaded dataset | 2023 |
| Stone Castle Realty | RELATED FUND | $32,741 | not reported in the loaded dataset | 2023 |
| Basil Castrovinci Associates | NONE | $24,900 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | NONE | $17,265 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 445 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rock Tavern, NY
- Sharon Molinelli — Schedule C compensation
- Teresa Sozio — Schedule C compensation
- Teresa Kurta — Schedule C compensation
- Suzanne Joiner — Schedule C compensation
- Mspc — Schedule C compensation
- Barnes Iaccarino & Shepherd Llp — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Stone Castle Realty — Schedule C compensation
- Basil Castrovinci Associates — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation