AUMdb

Welfare Trust Fund Local 804

EIN 111637886 · 501(c)(9) · Public charity · Prt Washingtn, NY · recognized 1952

Assets
$152M
Revenue
$139M
Expenses
$143M
Investment income
$2.2M

Form 990 fiscal year ended 05/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Empire Healthchoice Assurance Inc Benefit administrative service $2,247,605
The Segal Company (Eastern States) Inc Actuarial and consulting services $548,698
New York Medical Management Benefit consulting services $445,885
Health Plan System Benefit information technology $421,405
Proskauer Rose Llp Legal services $195,706

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Marc Panteleone Fund manager $228,556 $60,052
Maggie Wu Accountant $211,823 $34,137
Christopher Williamson Union trustee $157,444 $114,463
Mark Cohen Union trustee $156,507 $114,463
Vincent Perrone Union trustee $155,794 $114,463
Antonino Rosciglione Union trustee $149,774 $114,463
Anthony Cerulli Former union trustee $148,084 $56,803
James Panteleone It and benefit claims assi $144,543 $33,885
Christine Nicoletti Office manager $130,333 $60,052
Celia Liaw Benefit claims assistant $123,359 $33,911
Anna Bychowski Asst to fund administrator $114,462 $71,623
Chris Langan Employer trustee $0 $0
Mark Mcelreath Employer trustee $0 $0
Matthew Loughlin Employer trustee $0 $0
Michael Clayton Employer trustee $0 $0