2023 Form 5500 filing — 32bj North Health 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 20241011085305NAL0022444769001) for 32bj North Health Fund, reported by Board Of Trustees, 32bj North Health Fund under EIN 13-1699839 and plan number 501. It reports 2,698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011085305NAL0022444769001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, 32bj North Health Fund
EIN
13-1699839
Plan number
501
Location
New York, NY
Participants
2,698
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$59,854,991
Total liabilities (EOY)
$7,283,635
Net assets (EOY)
$52,571,356
Employer contributions
$49,767,484
Total income / additions
$54,645,972
Benefits paid
$46,490,446
Administrative expenses
$1,772,552
Total expenses
$48,262,998
Net increase / (decrease)
$6,382,974
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Anthem Healthchoice Assurance IncNONE$1,238,304not reported in the loaded dataset
Building Service 32bj Health FundAFFILIATE$1,157,412not reported in the loaded dataset
Raab Sturm & Ganchrow LlpNONE$116,240not reported in the loaded dataset
Schultheis & Panettieri, LlpNONE$102,438not reported in the loaded dataset
Withumsmith+Brown, PcNONE$72,000not reported in the loaded dataset
Delta DentalNONE$69,274not reported in the loaded dataset
The Segal CompanyNONE$67,177not reported in the loaded dataset
Meketa Investment Group IncNONE$33,167not reported in the loaded dataset
Segal Select Insurance ServicesNONE$25,125$4,131
H&H Graphic Printing CommunicationsNONE$28,966not reported in the loaded dataset
Slevin & Hart, PcNONE$28,550not reported in the loaded dataset
Optum RxNONE$20,830not reported in the loaded dataset
Jpmorgan ChaseNONE$12,823not reported in the loaded dataset
Mount Vernon Printing CompanyNONE$8,484not reported in the loaded dataset
Horizon Actuarial Services, LLCNONE$6,250not reported in the loaded dataset

Related Form 5500 pages