2023 Form 5500 filing — Local 1102 Health And Benefit Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716133231NAL0002647073002) for Local 1102 Health And Benefit Fund, reported by Local 1102 Health & Benefit Fund under EIN 13-1768188 and plan number 501. It reports 2,792 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716133231NAL0002647073002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1102 Health & Benefit Fund
- EIN
- 13-1768188
- Plan number
- 501
- Location
- Woodbury, NY
- Participants
- 2,792
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,670,220
- Total liabilities (EOY)
- $6,585,464
- Net assets (EOY)
- $148,084,756
- Employer contributions
- $27,804,418
- Participant contributions
- $71,484
- Total income / additions
- $50,428,000
- Benefits paid
- $23,626,474
- Administrative expenses
- $2,811,703
- Total expenses
- $26,438,177
- Net increase / (decrease)
- $23,989,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $1,371,753 | not reported in the loaded dataset |
| Local 1102 Retirement Trust | AFFILIATED BENEFIT FUND | $834,794 | not reported in the loaded dataset |
| Hudson Canyon Capital Management Ll | NONE | $293,039 | not reported in the loaded dataset |
| Magnacare Administrative Services | NONE | $197,245 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $159,450 | not reported in the loaded dataset |
| Rothman, Rocco, Laruffa, Llp | NONE | $121,254 | not reported in the loaded dataset |
| Dd Services Inc | NONE | $74,071 | not reported in the loaded dataset |
| C.S. Mckee | NONE | $38,813 | not reported in the loaded dataset |
| Berdon Llp | NONE | $35,427 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | NONE | $30,000 | not reported in the loaded dataset |
| Dahab Associates | NONE | $24,000 | not reported in the loaded dataset |
| Comerica | NONE | $17,239 | $2,202 |
| The Rawlings Company LLC | NONE | $14,709 | $3,236 |
| Bridgeway Benefit Technolgies | NONE | $17,262 | not reported in the loaded dataset |
| Que Graphics & Communications | NONE | $13,676 | not reported in the loaded dataset |
| Dr. Joseph Devito, Md | NONE | $12,000 | not reported in the loaded dataset |