United Benefit Fund — Form 5500 plan (United Benefit 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, United Benefit Fund is a benefit plan reported by United Benefit Fund under EIN 56-2423802 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,755 participants and $37,129,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Benefit Fund
- EIN
- 56-2423802
- Plan number
- 501
- Plan type
- 1
- Location
- Douglaston, NY
- Latest filing year
- 2023
- Participants
- 2,755
- End-of-year plan assets
- $37,129,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,755 | H, C | 20241013100011NAL0012381267006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,129,529
- Total liabilities (EOY)
- $6,347,365
- Net assets (EOY)
- $30,782,164
- Net assets (BOY)
- $27,284,558
Income & contributions
- Employer contributions
- $31,976,671
- Participant contributions
- $293,266
- Total contributions
- $32,269,937
- Total income / additions
- $35,236,626
Expenses & distributions
- Benefits paid
- $28,824,473
- Administrative expenses
- $2,914,547
- Total expenses
- $31,739,020
- Net increase / (decrease)
- $3,497,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain | NONE | $1,288,210 | not reported in the loaded dataset | 2023 |
| Sunny Medical | NONE | $373,259 | not reported in the loaded dataset | 2023 |
| Payd Health, LLC | NONE | $194,174 | not reported in the loaded dataset | 2023 |
| Jeanna Talamo | RELATED TO TRUSTEE | $131,906 | not reported in the loaded dataset | 2023 |
| Dean Delucia | UNION EMPLOYEE | $110,906 | not reported in the loaded dataset | 2023 |
| It On Demand | NONE | $95,502 | not reported in the loaded dataset | 2023 |
| Rita Delucia | UNION EMPLOYEE | $77,476 | not reported in the loaded dataset | 2023 |
| Danielle Parco | NONE | $64,248 | not reported in the loaded dataset | 2023 |
| Gorlick, Kravitz & Listhaus Pc | NONE | $60,762 | not reported in the loaded dataset | 2023 |
| Daisy Leal Garcia | NONE | $53,251 | not reported in the loaded dataset | 2023 |
| Owen&Bruce, LLC | NONE | $39,742 | not reported in the loaded dataset | 2023 |
| Syntonics Systems, Inc. | NONE | $37,325 | not reported in the loaded dataset | 2023 |
| Alan Herweck | NONE | $35,952 | not reported in the loaded dataset | 2023 |
| Hilb Group | NONE | $34,396 | not reported in the loaded dataset | 2023 |
| Castiglia Llp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Stephen Goldblatt | NONE | $28,500 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Maureen Barrett | NONE | $26,268 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $24,750 | not reported in the loaded dataset | 2023 |
| Fangap LLC | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Cigna Dental Health Inc | NONE | $22,120 | not reported in the loaded dataset | 2023 |
| Crowley Consultants | NONE | $21,175 | not reported in the loaded dataset | 2023 |
| Natalie Vassiliou | NONE | $13,790 | not reported in the loaded dataset | 2023 |
| Donna Delucia | NONE | $12,250 | not reported in the loaded dataset | 2023 |
| Robert Allgier | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Andrew J Talamo | RELATED TO TRUSTEE | $5,808 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $5,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Douglaston, NY
- Meritain — Schedule C compensation
- Sunny Medical — Schedule C compensation
- Payd Health, LLC — Schedule C compensation
- Jeanna Talamo — Schedule C compensation
- Dean Delucia — Schedule C compensation
- It On Demand — Schedule C compensation
- Rita Delucia — Schedule C compensation
- Danielle Parco — Schedule C compensation
- Gorlick, Kravitz & Listhaus Pc — Schedule C compensation
- Daisy Leal Garcia — Schedule C compensation
- Owen&Bruce, LLC — Schedule C compensation
- Syntonics Systems, Inc. — Schedule C compensation
- Alan Herweck — Schedule C compensation
- Hilb Group — Schedule C compensation
- Castiglia Llp — Schedule C compensation
- Stephen Goldblatt — Schedule C compensation
- First Actuarial Consulting — Schedule C compensation
- Maureen Barrett — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Fangap LLC — Schedule C compensation
- Cigna Dental Health Inc — Schedule C compensation
- Crowley Consultants — Schedule C compensation
- Natalie Vassiliou — Schedule C compensation
- Donna Delucia — Schedule C compensation
- Robert Allgier — Schedule C compensation
- Andrew J Talamo — Schedule C compensation
- Wilmington Trust — Schedule C compensation