2023 Form 5500 filing — Life Benefit Plan
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 20241008150201NAL0009807139001) for Life Benefit Plan, reported by Board Of Trustees under EIN 11-1708617 and plan number 501. It reports 651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150201NAL0009807139001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees
- EIN
- 11-1708617
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,055,942
- Total liabilities (EOY)
- $537,483
- Net assets (EOY)
- $4,518,459
- Employer contributions
- $4,773,682
- Participant contributions
- $29,026
- Total income / additions
- $4,894,987
- Benefits paid
- $2,319,375
- Administrative expenses
- $2,229,481
- Total expenses
- $4,550,385
- Net increase / (decrease)
- $344,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| League Of International Federated | AFFILIATED UNION | $584,053 | not reported in the loaded dataset |
| John N Mongello | HUSBAND-KATHY MONGELLO | $322,627 | not reported in the loaded dataset |
| Jessica Gambino | DAUGHTER-KATHY MONGELLO | $179,990 | not reported in the loaded dataset |
| Anthem Bluecross | NONE | $135,734 | not reported in the loaded dataset |
| Adeptus Partners Cpas, LLC | NONE | $88,082 | not reported in the loaded dataset |
| Deborah J Spadaro | NONE | $78,037 | not reported in the loaded dataset |
| Monica Olszewski | NONE | $73,052 | not reported in the loaded dataset |
| Empirx Health | NONE | $69,484 | not reported in the loaded dataset |
| Danziger & Markhoff Llp | NONE | $68,285 | not reported in the loaded dataset |
| Phyllis E Scafidi | NONE | $65,770 | not reported in the loaded dataset |
| Infinity Business Solutions LLC | NONE | $63,942 | not reported in the loaded dataset |
| United Labor Systems | NONE | $63,559 | not reported in the loaded dataset |
| Kathy Mongello | WIFE-JOHN MONGELLO | $36,782 | not reported in the loaded dataset |
| Ddi Consulting Services | NONE | $34,899 | not reported in the loaded dataset |
| Multiplan, Inc | NONE | $28,476 | not reported in the loaded dataset |
| General Vision Services, LLC | NONE | $27,045 | not reported in the loaded dataset |
| Vac Insurance Agency | NONE | $15,200 | not reported in the loaded dataset |
| Starr, Gern, Davison & Rubin Pc | AFFILIATED UNION ATTORNEY | $14,195 | not reported in the loaded dataset |
| Cloudsafe Group LLC | NONE | $11,182 | not reported in the loaded dataset |
| Paychex | NONE | $9,264 | not reported in the loaded dataset |