Rochester Area Construction And Materials Health A — Form 5500 plan (Rochester Area Construction And Materials Health And 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, Rochester Area Construction And Materials Health A is a benefit plan reported by Rochester Area Construction And Materials Health And Welfare Fund under EIN 16-0962644 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,383 participants and $7,754,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester Area Construction And Materials Health And Welfare Fund
- EIN
- 16-0962644
- Plan number
- 501
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 1,383
- End-of-year plan assets
- $7,754,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,383 | H, C | 20241218070202NAL0006909810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,754,751
- Total liabilities (EOY)
- $287,763
- Net assets (EOY)
- $7,466,988
- Net assets (BOY)
- $7,014,811
Income & contributions
- Employer contributions
- $5,613,005
- Participant contributions
- $660,156
- Total contributions
- $6,273,161
- Total income / additions
- $7,224,931
Expenses & distributions
- Benefits paid
- $6,303,123
- Administrative expenses
- $469,631
- Total expenses
- $6,772,754
- Net increase / (decrease)
- $452,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kris Williamson | EMPLOYEE | $63,630 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management | CONSULTANT | $55,739 | not reported in the loaded dataset | 2023 |
| Blitman And King | LEGAL COUNSEL | $50,939 | not reported in the loaded dataset | 2023 |
| Stokes,Visca,Hucko & Barone Cpa,LLC | AUDITOR | $19,569 | not reported in the loaded dataset | 2023 |
| Moyer And Associates Pc | ATTORNEY | $19,329 | not reported in the loaded dataset | 2023 |
| One Digital Investment Advisors,LLC | CONSULTANT | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester Area Construction And Materials Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Kris Williamson — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Blitman And King — Schedule C compensation
- Stokes,Visca,Hucko & Barone Cpa,LLC — Schedule C compensation
- Moyer And Associates Pc — Schedule C compensation
- One Digital Investment Advisors,LLC — Schedule C compensation