2023 Form 5500 filing — Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio

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 20241014093115NAL0026913905001) for Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio, reported by Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio under EIN 13-6674743 and plan number 501. It reports 6,502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014093115NAL0026913905001
Filing year
2023
Form type
1
Plan sponsor
Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio
EIN
13-6674743
Plan number
501
Location
New York, NY
Participants
6,502
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$569,780,531
Total liabilities (EOY)
$19,463,862
Net assets (EOY)
$550,316,669
Employer contributions
$194,428,112
Participant contributions
$7,229,089
Total income / additions
$261,745,197
Benefits paid
$171,340,507
Administrative expenses
$4,167,133
Total expenses
$175,507,640
Net increase / (decrease)
$86,237,557
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empire Healthchoice Assurance IncNONE$2,376,180$0
Congress Asset Management CompanyNONE$716,045$0
William FarandaEMPLOYEE$267,677not reported in the loaded dataset
Schultheis & Panettieri LlpAUDITOR$206,955not reported in the loaded dataset
Sandra ChinEMPLOYEE$199,711not reported in the loaded dataset
Derek DavisEMPLOYEE$190,889not reported in the loaded dataset
Seledent IncNONE$186,297not reported in the loaded dataset
Proskauer Rose LlpNONE$163,033not reported in the loaded dataset
The Segal CompanyNONE$157,430not reported in the loaded dataset
Optumrx, IncNONE$97,076$49,236
Mpc Capital Advisors LLCNONE$138,917not reported in the loaded dataset
Silvercrest Asset Management GroupNONE$130,002$0
Annette HassellEMPLOYEE$115,414not reported in the loaded dataset
Stacey Braun Associates IncNONE$109,835$0
Mabel LauEMPLOYEE$103,452not reported in the loaded dataset
Dataprise IncNONE$101,805not reported in the loaded dataset
Pitta LlpATTORNEY$88,903not reported in the loaded dataset
Margarita IonescuEMPLOYEE$74,355not reported in the loaded dataset
Judith LozanoEMPLOYEE$70,378not reported in the loaded dataset
Milagros RiveraEMPLOYEE$69,900not reported in the loaded dataset
Jp Morgan ChaseNONE$62,112$0
Rachel MartinelliEMPLOYEE$45,089not reported in the loaded dataset
Kmr Systems CorporationNONE$43,430not reported in the loaded dataset
Segal Select Insurance ServicesNONE$0$12,657

Related Form 5500 pages