Local 274 Health And Welfare Fund — Form 5500 plan (Local 274 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, Local 274 Health And Welfare Fund is a benefit plan reported by Local 274 Health And Welfare Fund under EIN 23-1489866 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,051 participants and $17,644,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 274 Health And Welfare Fund
- EIN
- 23-1489866
- Plan number
- 501
- Plan type
- 1
- Location
- Cherry Hill, NJ
- Latest filing year
- 2023
- Participants
- 1,051
- End-of-year plan assets
- $17,644,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,051 | H, C | 20241001100350NAL0006589025003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,644,880
- Total liabilities (EOY)
- $843,485
- Net assets (EOY)
- $16,801,395
- Net assets (BOY)
- $11,869,048
Income & contributions
- Employer contributions
- $7,594,116
- Participant contributions
- $325,238
- Total contributions
- $7,919,354
- Total income / additions
- $9,120,977
Expenses & distributions
- Benefits paid
- $6,081,315
- Administrative expenses
- $870,225
- Total expenses
- $6,951,540
- Net increase / (decrease)
- $2,169,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Blue Cross | NONE | $423,294 | not reported in the loaded dataset | 2023 |
| Benefit Processing Inc | NONE | $325,587 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $83,007 | not reported in the loaded dataset | 2023 |
| Bolton Partners Inc | NONE | $62,245 | not reported in the loaded dataset | 2023 |
| Kathleen Lynch | EMPLOYEE | $58,172 | not reported in the loaded dataset | 2023 |
| Philadelphia Joint Board Workers Un | RELATED LABOR ORG | $55,848 | not reported in the loaded dataset | 2023 |
| Helen Krzywicki | EMPLOYEE | $43,114 | not reported in the loaded dataset | 2023 |
| Meranze, Katz, Gaudioso & Newlin, P | NONE | $22,250 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $18,784 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $11,446 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 274 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cherry Hill, NJ
- Independence Blue Cross — Schedule C compensation
- Benefit Processing Inc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Bolton Partners Inc — Schedule C compensation
- Kathleen Lynch — Schedule C compensation
- Philadelphia Joint Board Workers Un — Schedule C compensation
- Helen Krzywicki — Schedule C compensation
- Meranze, Katz, Gaudioso & Newlin, P — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation