Allied Industries Local 427 Welfare Fund — Form 5500 plan (Allied Industries Local 427 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, Allied Industries Local 427 Welfare Fund is a benefit plan reported by Allied Industries Local 427 Welfare Fund under EIN 23-7170500 and plan number 501. The latest loaded filing year is 2023. The filing reports 22 participants and $8,363,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Industries Local 427 Welfare Fund
- EIN
- 23-7170500
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $8,363,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I, C | 20250709162656NAL0005895025001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,363,038
- Total liabilities (EOY)
- $151,051
- Net assets (EOY)
- $8,211,987
- Net assets (BOY)
- $7,235,592
Income & contributions
- Employer contributions
- $211,175
- Total income / additions
- $1,673,785
Expenses & distributions
- Benefits paid
- $277,574
- Administrative expenses
- $339,842
- Total expenses
- $697,390
- Net increase / (decrease)
- $976,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cohen, Weiss And Simon Llp | NONE | $160,010 | not reported in the loaded dataset | 2023 |
| Blankrome | ATTORNEY | $89,415 | not reported in the loaded dataset | 2023 |
| Dh Cook Associates, Inc | ADMIN AND CLAIM PROCESSOR | $36,000 | not reported in the loaded dataset | 2023 |
| Rogoff & Company, Pc | NONE | $29,108 | not reported in the loaded dataset | 2023 |
| C.S. Mckee L.P. | INV CUSTODIAN AND MANAGER | $21,840 | not reported in the loaded dataset | 2023 |
| Csm Advisors, LLC | INV ADVISOR | $12,586 | $0 | 2023 |
| Dahab Associates, Inc. | INV CONSULTANT | $12,500 | $0 | 2023 |
| Erisa Advisory Group | NONE | $6,944 | not reported in the loaded dataset | 2023 |
| Peter Mitchell | TRUSTEE | $6,416 | $0 | 2023 |
| Daniel Silverman | TRUSTEE | $6,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Industries Local 427 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Cohen, Weiss And Simon Llp — Schedule C compensation
- Blankrome — Schedule C compensation
- Dh Cook Associates, Inc — Schedule C compensation
- Rogoff & Company, Pc — Schedule C compensation
- C.S. Mckee L.P. — Schedule C compensation
- Csm Advisors, LLC — Schedule C compensation
- Dahab Associates, Inc. — Schedule C compensation
- Erisa Advisory Group — Schedule C compensation
- Peter Mitchell — Schedule C compensation
- Daniel Silverman — Schedule C compensation