Bakers Union Local 37 Health & Welfare Fund — Form 5500 plan (Board Of Trustees, Bakers Union Local 37 Health &)
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, Bakers Union Local 37 Health & Welfare Fund is a benefit plan reported by Board Of Trustees, Bakers Union Local 37 Health & under EIN 95-6048924 and plan number 501. The latest loaded filing year is 2023. The filing reports 693 participants and $6,978,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Bakers Union Local 37 Health &
- EIN
- 95-6048924
- Plan number
- 501
- Plan type
- 1
- Location
- Mount Kisco, NY
- Latest filing year
- 2023
- Participants
- 693
- End-of-year plan assets
- $6,978,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 693 | H, C | 20250207175504NAL0023925472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,978,944
- Total liabilities (EOY)
- $419,980
- Net assets (EOY)
- $6,558,964
- Net assets (BOY)
- $5,935,606
Income & contributions
- Employer contributions
- $12,150,176
- Total contributions
- $12,150,176
- Total income / additions
- $12,191,710
Expenses & distributions
- Benefits paid
- $11,349,899
- Administrative expenses
- $218,453
- Total expenses
- $11,568,352
- Net increase / (decrease)
- $623,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quantum Financial Strategies, Inc | NONE | $91,781 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $38,499 | not reported in the loaded dataset | 2023 |
| Compliance Verification, Inc. | NONE | $32,173 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates Inc. | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Quest Investment Manager | NONE | $6,642 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Bakers Union Local 37 Health &
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mount Kisco, NY
- Quantum Financial Strategies, Inc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Compliance Verification, Inc. — Schedule C compensation
- Henningfield & Associates Inc. — Schedule C compensation
- Quest Investment Manager — Schedule C compensation