Iron Workers District Council Of Western New York And Vicinity Welfare Fund — Form 5500 plan (Board Of Trustees Of Iwdc Of Wny And Vicinity 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, Iron Workers District Council Of Western New York And Vicinity Welfare Fund is a benefit plan reported by Board Of Trustees Of Iwdc Of Wny And Vicinity Welfare Fund under EIN 16-0776208 and plan number 501. The latest loaded filing year is 2023. The filing reports 287 participants and $6,716,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Iwdc Of Wny And Vicinity Welfare Fund
- EIN
- 16-0776208
- Plan number
- 501
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $6,716,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20250311101507NAL0010634435002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,716,070
- Total liabilities (EOY)
- $416,982
- Net assets (EOY)
- $6,299,088
- Net assets (BOY)
- $5,573,923
Income & contributions
- Employer contributions
- $4,501,653
- Participant contributions
- $168,928
- Total contributions
- $4,670,581
- Total income / additions
- $5,368,265
Expenses & distributions
- Benefits paid
- $3,415,455
- Administrative expenses
- $1,227,645
- Total expenses
- $4,643,100
- Net increase / (decrease)
- $725,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excellus Bluecross Blueshield | NONE | $268,789 | not reported in the loaded dataset | 2023 |
| Laurie Good | EMPLOYEE | $102,634 | $236 | 2023 |
| The Segal Company Inc | NONE | $89,654 | $8,574 | 2023 |
| Bridgeway Benefit Technologies | NONE | $89,469 | not reported in the loaded dataset | 2023 |
| Blitman And King, Llp | NONE | $76,211 | $155 | 2023 |
| Maria Hilbert | EMPLOYEE | $62,477 | not reported in the loaded dataset | 2023 |
| Lialette Bullock | EMPLOYEE | $61,766 | not reported in the loaded dataset | 2023 |
| Terri Lefler | EMPLOYEE | $60,270 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $42,325 | $118 | 2023 |
| Melissa Crawford | EMPLOYEE | $27,634 | not reported in the loaded dataset | 2023 |
| Dawn Downing | EMPLOYEE | $25,966 | not reported in the loaded dataset | 2023 |
| Manning & Napier, Inc. | NONE | $23,508 | $0 | 2023 |
| Fair Health Inc. | NONE | $8,351 | not reported in the loaded dataset | 2023 |
| Pc Results, Inc. | NONE | $6,965 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Iwdc Of Wny And Vicinity Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Excellus Bluecross Blueshield — Schedule C compensation
- Laurie Good — Schedule C compensation
- The Segal Company Inc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Blitman And King, Llp — Schedule C compensation
- Maria Hilbert — Schedule C compensation
- Lialette Bullock — Schedule C compensation
- Terri Lefler — Schedule C compensation
- Arcara Lenda Eusanio & Stacey Cpas — Schedule C compensation
- Melissa Crawford — Schedule C compensation
- Dawn Downing — Schedule C compensation
- Manning & Napier, Inc. — Schedule C compensation
- Fair Health Inc. — Schedule C compensation
- Pc Results, Inc. — Schedule C compensation