Bricklayers And Allied Craftworkers Local No. 3 Ny Niagara Falls-Buffalo Chapter Health & Welfare Pla — Form 5500 plan (Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf)
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, Bricklayers And Allied Craftworkers Local No. 3 Ny Niagara Falls-Buffalo Chapter Health & Welfare Pla is a benefit plan reported by Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf under EIN 16-0849723 and plan number 501. The latest loaded filing year is 2023. The filing reports 447 participants and $6,480,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf
- EIN
- 16-0849723
- Plan number
- 501
- Plan type
- 1
- Location
- Buffalo, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 447 | H, C | 20241213101001NAL0010339379002 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $6,480,586
- Total liabilities (EOY)
- $62,169
- Net assets (EOY)
- $6,418,417
- Net assets (BOY)
- $6,068,404
Income & contributions
- Employer contributions
- $3,548,044
- Participant contributions
- $134,114
- Total contributions
- $3,682,158
- Total income / additions
- $4,216,137
Expenses & distributions
- Benefits paid
- $3,642,511
- Administrative expenses
- $223,613
- Total expenses
- $3,866,124
- Net increase / (decrease)
- $350,013
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carmen O'Neal | EMPLOYEE | $45,329 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates Llp | NONE | $20,139 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $16,312 | $0 | 2023 |
| Slevin & Hart Pc | NONE | $13,024 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey | NONE | $8,894 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bricklayers & Allied Craftworkers Local Buffalo Chapter Health & Welf
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Carmen O'Neal — Schedule C compensation
- Tronconi Segarra & Associates Llp — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Slevin & Hart Pc — Schedule C compensation
- Arcara Lenda Eusanio & Stacey — Schedule C compensation