2023 Form 5500 filing — Emblemhealth Services Company, LLC Employees' Retirement Plan And Trust Ii
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 20241008095006NAL0016418689001) for Emblemhealth Services Company, LLC Employees' Retirement Plan And Trust Ii, reported by Emblemhealth Services Company, LLC under EIN 26-1330097 and plan number 007. It reports 1,187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008095006NAL0016418689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emblemhealth Services Company, LLC
- EIN
- 26-1330097
- Plan number
- 007
- Location
- New York, NY
- Participants
- 1,187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,278,085
- Total liabilities (EOY)
- $332,282
- Net assets (EOY)
- $114,945,803
- Employer contributions
- $4,248,049
- Total income / additions
- $16,261,660
- Benefits paid
- $8,077,559
- Administrative expenses
- $2,282,766
- Total expenses
- $10,360,325
- Net increase / (decrease)
- $5,901,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agilis Partners LLC | NONE | $764,802 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $387,073 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $129,058 | $0 |
| Graystone Consulting | NONE | $46,875 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $34,763 | not reported in the loaded dataset |
| Pitta & Giblin | NONE | $23,949 | not reported in the loaded dataset |