Plan5500

Upstate Union Health And Welfare Fund — Form 5500 plan (Upstate Union 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, Upstate Union Health And Welfare Fund is a benefit plan reported by Upstate Union Health And Welfare Fund under EIN 16-6072836 and plan number 501. The latest loaded filing year is 2023. The filing reports 352 participants and $1,176,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upstate Union Health And Welfare Fund
EIN
16-6072836
Plan number
501
Plan type
1
Location
Syracuse, NY
Latest filing year
2023
Participants
352
End-of-year plan assets
$1,176,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023352H, C20241015115705NAL0028286929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,176,084
Total liabilities (EOY)
$301,983
Net assets (EOY)
$874,101
Net assets (BOY)
$763,282

Income & contributions

Employer contributions
$137,527
Participant contributions
$151,521
Total contributions
$289,048
Total income / additions
$403,983

Expenses & distributions

Benefits paid
$242,366
Administrative expenses
$50,798
Total expenses
$293,164
Net increase / (decrease)
$110,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blitman & King, LlpNONE$20,490not reported in the loaded dataset2023
D'Arcangelo & Co., LlpNONE$10,900not reported in the loaded dataset2023

Related Form 5500 pages