G.R. Robert Construction Co., Inc. And Usw Welfare Fund — Form 5500 plan (G.R. Robert Construction Co., Inc.)
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, G.R. Robert Construction Co., Inc. And Usw Welfare Fund is a benefit plan reported by G.R. Robert Construction Co., Inc. under EIN 22-1981613 and plan number 501. The latest loaded filing year is 2023. The filing reports 204 participants and $3,653,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G.R. Robert Construction Co., Inc.
- EIN
- 22-1981613
- Plan number
- 501
- Plan type
- 2
- Location
- Farmingdale, NJ
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $3,653,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241014104700NAL0014789555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,653,550
- Total liabilities (EOY)
- $343,728
- Net assets (EOY)
- $3,309,822
- Net assets (BOY)
- $3,015,160
Income & contributions
- Employer contributions
- $4,142,224
- Total contributions
- $4,142,224
- Total income / additions
- $4,542,627
Expenses & distributions
- Benefits paid
- $4,216,565
- Administrative expenses
- $31,400
- Total expenses
- $4,247,965
- Net increase / (decrease)
- $294,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allegiance Benefit Plan Management | CLAIMS ADMINISTRATOR | $65,006 | not reported in the loaded dataset | 2023 |
| Allegiance Benefit Management Plan | CASE MANAGER | $13,749 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | RIA | $13,458 | not reported in the loaded dataset | 2023 |
| Holman Frenia Allison, Cpa LLC | AUDITOR | $12,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for G.R. Robert Construction Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Farmingdale, NJ
- Allegiance Benefit Plan Management — Schedule C compensation
- Allegiance Benefit Management Plan — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Holman Frenia Allison, Cpa LLC — Schedule C compensation