2023 Form 5500 filing — Health & Welfare Fund Of Local Union 373 U.A.
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 20241009133123NAL0009263107001) for Health & Welfare Fund Of Local Union 373 U.A., reported by Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A. under EIN 13-3593163 and plan number 501. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009133123NAL0009263107001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A.
- EIN
- 13-3593163
- Plan number
- 501
- Location
- Mountainville, NY
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,948,259
- Total liabilities (EOY)
- $2,204,580
- Net assets (EOY)
- $12,743,679
- Employer contributions
- $7,581,888
- Total income / additions
- $9,314,048
- Benefits paid
- $7,499,972
- Administrative expenses
- $320,508
- Total expenses
- $7,820,480
- Net increase / (decrease)
- $1,493,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Health Choice Assurance, Inc | NONE | $119,305 | $0 |
| Empire Health Choice Hmo, Inc | NONE | $61,063 | $0 |
| Labor First | NONE | $48,283 | $0 |
| Bolton Partners Northeast, Inc. | NONE | $32,680 | not reported in the loaded dataset |
| Mspc Certified Public Accountants A | NONE | $28,100 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc | NONE | $20,837 | $0 |
| Summit Actuarial Services LLC | NONE | $19,350 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $15,330 | not reported in the loaded dataset |
| Boston Partners | NONE | $15,017 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $14,231 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $6,000 | not reported in the loaded dataset |