2023 Form 5500 filing — Twu-Westchester Pbl Health Benefit Trust
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 20241014143736NAL0052701826001) for Twu-Westchester Pbl Health Benefit Trust, reported by Twu Westchester Pbl Health Benefit Trust under EIN 13-6601635 and plan number 501. It reports 880 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143736NAL0052701826001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Twu Westchester Pbl Health Benefit Trust
- EIN
- 13-6601635
- Plan number
- 501
- Location
- Roseland, NJ
- Participants
- 880
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,391,515
- Total liabilities (EOY)
- $1,088,995
- Net assets (EOY)
- $22,302,520
- Employer contributions
- $23,799,383
- Participant contributions
- $2,132,419
- Total income / additions
- $28,508,747
- Benefits paid
- $24,589,344
- Administrative expenses
- $290,775
- Total expenses
- $24,880,119
- Net increase / (decrease)
- $3,628,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $69,600 | not reported in the loaded dataset |
| Fabian & Byrn, LLC | NONE | $66,847 | not reported in the loaded dataset |
| Epstein Becker & Green Pc | NONE | $33,047 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills | NONE | $33,047 | not reported in the loaded dataset |
| Cigna | NONE | $15,224 | $0 |
| Alan Ross & Company, Pc | NONE | $12,750 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $8,500 | $0 |