The Alliance Of Western New York Benefit Fund — Form 5500 plan (Alliance Of Western New York Benefit 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, The Alliance Of Western New York Benefit Fund is a benefit plan reported by Alliance Of Western New York Benefit Fund under EIN 20-0225592 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,471 participants and $4,556,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Of Western New York Benefit Fund
- EIN
- 20-0225592
- Plan number
- 501
- Plan type
- 1
- Location
- Niagara Falls, NY
- Latest filing year
- 2023
- Participants
- 6,471
- End-of-year plan assets
- $4,556,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,471 | H, C | 20250414124024NAL0001691553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,556,699
- Total liabilities (EOY)
- $782,622
- Net assets (EOY)
- $3,774,077
- Net assets (BOY)
- $4,176,568
Income & contributions
- Employer contributions
- $34,800,450
- Participant contributions
- $48,491
- Total contributions
- $34,848,941
- Total income / additions
- $34,904,462
Expenses & distributions
- Benefits paid
- $34,114,338
- Administrative expenses
- $1,192,615
- Total expenses
- $35,306,953
- Net increase / (decrease)
- -$402,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crown Benefits Group Inc. | NONE | $884,375 | not reported in the loaded dataset | 2023 |
| Highmark Western & Northeastern Ny | NONE | $194,961 | not reported in the loaded dataset | 2023 |
| Eba Services LLC | NONE | $43,502 | not reported in the loaded dataset | 2023 |
| Lumsden & Mccormick, Llp | NONE | $12,600 | not reported in the loaded dataset | 2023 |
| Byrne Office Technologies Inc. | NONE | $8,955 | not reported in the loaded dataset | 2023 |
| Therese M. Quarantillo, Cpa | NONE | $5,075 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Of Western New York Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Niagara Falls, NY
- Crown Benefits Group Inc. — Schedule C compensation
- Highmark Western & Northeastern Ny — Schedule C compensation
- Eba Services LLC — Schedule C compensation
- Lumsden & Mccormick, Llp — Schedule C compensation
- Byrne Office Technologies Inc. — Schedule C compensation
- Therese M. Quarantillo, Cpa — Schedule C compensation