Donnelly-Boland And Associates Welfare Benefits Plan — Form 5500 plan (Donnelly-Boland And Associates)
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, Donnelly-Boland And Associates Welfare Benefits Plan is a benefit plan reported by Donnelly-Boland And Associates under EIN 25-1685793 and plan number 504. The latest loaded filing year is 2023. The filing reports 423 participants and $4,215,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donnelly-Boland And Associates
- EIN
- 25-1685793
- Plan number
- 504
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $4,215,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20250415095452NAL0003195825004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,215,799
- Total liabilities (EOY)
- $1,677,043
- Net assets (EOY)
- $2,538,756
- Net assets (BOY)
- $2,287,154
Income & contributions
- Employer contributions
- $3,549,802
- Participant contributions
- $852,123
- Total contributions
- $4,401,925
- Total income / additions
- $4,677,592
Expenses & distributions
- Benefits paid
- $4,388,708
- Administrative expenses
- $37,282
- Total expenses
- $4,425,990
- Net increase / (decrease)
- $251,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | NONE | $19,879 | not reported in the loaded dataset | 2023 |
| Sun Life Assurance Co. Of Canada | NONE | $14,570 | not reported in the loaded dataset | 2023 |
| Baker Tilly | NONE | $12,000 | not reported in the loaded dataset | 2023 |