Southern Tier Building Trades Welfare Plan — Form 5500 plan (Builders Exchange Of The Southern Tier, Inc.)
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, Southern Tier Building Trades Welfare Plan is a benefit plan reported by Builders Exchange Of The Southern Tier, Inc. under EIN 16-0810677 and plan number 501. The latest loaded filing year is 2023. The filing reports 361 participants and $20,139,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Builders Exchange Of The Southern Tier, Inc.
- EIN
- 16-0810677
- Plan number
- 501
- Plan type
- 1
- Location
- Jamestown, NY
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $20,139,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20250218101543NAL0002269891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,139,878
- Total liabilities (EOY)
- $567,750
- Net assets (EOY)
- $19,572,128
- Net assets (BOY)
- $18,525,653
Income & contributions
- Employer contributions
- $2,494,115
- Participant contributions
- $555,257
- Total contributions
- $3,190,620
- Total income / additions
- $5,139,456
Expenses & distributions
- Benefits paid
- $3,602,889
- Administrative expenses
- $490,092
- Total expenses
- $4,092,981
- Net increase / (decrease)
- $1,046,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ellie Munson | EMPLOYEE | $79,071 | not reported in the loaded dataset | 2023 |
| Cassandra Whitney | EMPLOYEE | $54,566 | not reported in the loaded dataset | 2023 |
| Danielle Marsh | EMPLOYEE | $48,638 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates | NONE | $47,714 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $37,188 | not reported in the loaded dataset | 2023 |
| Pca Technology Group | NONE | $23,595 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consulting | NONE | $21,753 | not reported in the loaded dataset | 2023 |
| Lipsitz, Green, Scime, Cambria Llp | NONE | $5,371 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Builders Exchange Of The Southern Tier, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Jamestown, NY
- Ellie Munson — Schedule C compensation
- Cassandra Whitney — Schedule C compensation
- Danielle Marsh — Schedule C compensation
- Tronconi Segarra & Associates — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Pca Technology Group — Schedule C compensation
- Jbm Computer Consulting — Schedule C compensation
- Lipsitz, Green, Scime, Cambria Llp — Schedule C compensation