Local 514 Health And Welfare Fund — Form 5500 plan (Local 514 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 514 Health And Welfare Fund is a benefit plan reported by Local 514 Health And Welfare Fund under EIN 46-7325928 and plan number 501. The latest loaded filing year is 2023. The filing reports 194 participants and $932,199 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Local 514 Health And Welfare Fund
EIN
46-7325928
Plan number
501
Plan type
1
Location
White Plains, NY
Latest filing year
2023
Participants
194
End-of-year plan assets
$932,199

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20250318150931NAL0003496081002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$932,199
Total liabilities (EOY)
$596,174
Net assets (EOY)
$336,025
Net assets (BOY)
$133,081

Income & contributions

Employer contributions
$5,454,458
Total contributions
$5,454,458
Total income / additions
$5,481,204

Expenses & distributions

Benefits paid
$5,075,022
Administrative expenses
$203,238
Total expenses
$5,278,260
Net increase / (decrease)
$202,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buchbinder Tunick & C0 LlpAUDITOR$15,000$02023
Mccarthy & PreeceATTORNEY$7,000$02023

Related Form 5500 pages