2023 Form 5500 filing — Amalgamated Transit Workers Local 854 Health 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 20241013105233NAL0012396579003) for Amalgamated Transit Workers Local 854 Health Benefit Fund, reported by Bd Of Trustees Amalgamated Transit Workers Local 854 Health Fund under EIN 85-0774549 and plan number 501. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013105233NAL0012396579003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Amalgamated Transit Workers Local 854 Health Fund
- EIN
- 85-0774549
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $265,187
- Total liabilities (EOY)
- $245,149
- Net assets (EOY)
- $20,038
- Employer contributions
- $4,298,257
- Total income / additions
- $4,299,126
- Benefits paid
- $4,174,305
- Administrative expenses
- $194,258
- Total expenses
- $4,368,563
- Net increase / (decrease)
- -$69,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mccarthy & Preece Llp | ATTORNEY | $60,000 | $0 |
| Priscilla Farduchi | EMPLOYEE | $28,710 | $0 |
| Nicole Jean-Charles | EMPLOYEE | $23,759 | $0 |
| Buchbinder Tunick & Co Llp | AUDITOR | $20,000 | $0 |