2023 Form 5500 filing — District Council 37 Local 95 Head Start Employees Welfare 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 20241014132119NAL0027374705003) for District Council 37 Local 95 Head Start Employees Welfare Fund, reported by District Council 37, Local 95 Head Start Employees Welfare Fund under EIN 13-3819669 and plan number 501. It reports 736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132119NAL0027374705003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- District Council 37, Local 95 Head Start Employees Welfare Fund
- EIN
- 13-3819669
- Plan number
- 501
- Location
- New York, NY
- Participants
- 736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $756,340
- Total liabilities (EOY)
- $7,902,097
- Net assets (EOY)
- -$7,145,757
- Employer contributions
- $8,811,749
- Participant contributions
- $25,085
- Total income / additions
- $8,896,432
- Benefits paid
- $12,899,718
- Administrative expenses
- $632,437
- Total expenses
- $13,532,155
- Net increase / (decrease)
- -$4,635,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $139,910 | not reported in the loaded dataset |
| Randy Paul | EMPLOYEE | $110,280 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $90,537 | not reported in the loaded dataset |
| Navitus Health Solutions | NONE | $58,758 | not reported in the loaded dataset |
| Annel Ortiz | EMPLOYEE | $53,626 | not reported in the loaded dataset |
| Donna Santana | EMPLOYEE | $36,015 | not reported in the loaded dataset |
| Archer Byington Glennon & Levine | NONE | $29,741 | not reported in the loaded dataset |
| Summit Actuarial Services, Inc. | NONE | $21,000 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $16,875 | not reported in the loaded dataset |