Empire State Highway Contractors Association Welfare Trust — Form 5500 plan (Empire State Highway Contractors Association Welfare Trust)
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, Empire State Highway Contractors Association Welfare Trust is a benefit plan reported by Empire State Highway Contractors Association Welfare Trust under EIN 16-6391037 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,102 participants and $3,602,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empire State Highway Contractors Association Welfare Trust
- EIN
- 16-6391037
- Plan number
- 501
- Plan type
- 2
- Location
- Frankfort, NY
- Latest filing year
- 2023
- Participants
- 1,102
- End-of-year plan assets
- $3,602,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,102 | H, C | 20240926090630NAL0000263043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,602,193
- Total liabilities (EOY)
- $1,989,888
- Net assets (EOY)
- $1,612,305
- Net assets (BOY)
- $2,171,778
Income & contributions
- Employer contributions
- $16,424,425
- Total contributions
- $16,424,425
- Total income / additions
- $16,502,833
Expenses & distributions
- Benefits paid
- $13,809,124
- Administrative expenses
- $3,253,182
- Total expenses
- $17,062,306
- Net increase / (decrease)
- -$559,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mvp Health Care, Inc. | NONE | $1,745,829 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $297,518 | not reported in the loaded dataset | 2023 |
| Nbt Bank, N.A. | NONE | $254,894 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Service | NONE | $206,487 | not reported in the loaded dataset | 2023 |
| Firley, Moran, Freer & Eassa,Cpa,Pc | NONE | $185,165 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $120,351 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $90,430 | not reported in the loaded dataset | 2023 |
| Gamco Asset Management Inc | NONE | $74,805 | not reported in the loaded dataset | 2023 |
| Anchor Capital Advisors, Inc. | NONE | $71,156 | not reported in the loaded dataset | 2023 |
| Becker Capital Management | NONE | $65,611 | not reported in the loaded dataset | 2023 |
| Agincourt Capital Management | NONE | $54,403 | not reported in the loaded dataset | 2023 |
| Gayle Churchill | NONE | $42,974 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of New York, Inc. | NONE | $27,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Empire State Highway Contractors Association Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Frankfort, NY
- Mvp Health Care, Inc. — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Nbt Bank, N.A. — Schedule C compensation
- Wealth Enhancement Advisory Service — Schedule C compensation
- Firley, Moran, Freer & Eassa,Cpa,Pc — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Gamco Asset Management Inc — Schedule C compensation
- Anchor Capital Advisors, Inc. — Schedule C compensation
- Becker Capital Management — Schedule C compensation
- Agincourt Capital Management — Schedule C compensation
- Gayle Churchill — Schedule C compensation
- Brown & Brown Of New York, Inc. — Schedule C compensation