Brewery Workers Local 1149 Welfare Fund — Form 5500 plan (Brewery Workers Local 1149 Welfare Fd)
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, Brewery Workers Local 1149 Welfare Fund is a benefit plan reported by Brewery Workers Local 1149 Welfare Fd under EIN 16-1119654 and plan number 501. The latest loaded filing year is 2023. The filing reports 67 participants and $150,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brewery Workers Local 1149 Welfare Fd
- EIN
- 16-1119654
- Plan number
- 501
- Plan type
- 1
- Location
- Baldwinsville, NY
- Latest filing year
- 2023
- Participants
- 67
- End-of-year plan assets
- $150,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 67 | H, C | 20241002082336NAL0008514865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $150,836
- Total liabilities (EOY)
- $26,131
- Net assets (EOY)
- $124,705
- Net assets (BOY)
- $294,700
Income & contributions
- Employer contributions
- $1,013,572
- Participant contributions
- $9,505
- Total contributions
- $1,023,077
- Total income / additions
- $1,025,785
Expenses & distributions
- Benefits paid
- $934,917
- Administrative expenses
- $260,863
- Total expenses
- $1,195,780
- Net increase / (decrease)
- -$169,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Novak Francella, LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Satter Law Firm | NONE | $6,751 | not reported in the loaded dataset | 2023 |
| Teamsters Local Union No. 1149 | RELATED PARTY | $6,548 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brewery Workers Local 1149 Welfare Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Baldwinsville, NY
- Novak Francella, LLC — Schedule C compensation
- Satter Law Firm — Schedule C compensation
- Teamsters Local Union No. 1149 — Schedule C compensation