2023 Form 5500 filing — Local 338 Health And 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 20241015060641NAL0048299248001) for Local 338 Health And Welfare Fund, reported by Board Of Trustees L338 Health And Welfare Fund under EIN 13-2980858 and plan number 501. It reports 2,769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015060641NAL0048299248001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees L338 Health And Welfare Fund
- EIN
- 13-2980858
- Plan number
- 501
- Location
- Mineola, NY
- Participants
- 2,769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,408,603
- Total liabilities (EOY)
- $8,511,584
- Net assets (EOY)
- $35,897,019
- Employer contributions
- $40,999,769
- Participant contributions
- $158,420
- Total income / additions
- $45,375,616
- Benefits paid
- $39,731,105
- Administrative expenses
- $6,326,211
- Total expenses
- $46,057,316
- Net increase / (decrease)
- -$681,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rwdsu/Ufcw Local 338 | AFFILIATED LABOR UNION | $2,039,956 | not reported in the loaded dataset |
| Guardian Nurses | NONE | $509,467 | not reported in the loaded dataset |
| Magnacare Administrative Services L | NONE | $461,328 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $223,334 | not reported in the loaded dataset |
| Anna Janeke | EMPLOYEE | $208,321 | not reported in the loaded dataset |
| Health Plan Systems | NONE | $201,405 | not reported in the loaded dataset |
| Navitus Health Solutions, LLC | NONE | $154,926 | not reported in the loaded dataset |
| Agile Consulting Group | NONE | $150,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $146,851 | not reported in the loaded dataset |
| Livongo Health, Inc. | NONE | $141,889 | not reported in the loaded dataset |
| New York Medical Management, Inc. | NONE | $123,824 | not reported in the loaded dataset |
| Harajanie Singh | EMPLOYEE | $121,791 | not reported in the loaded dataset |
| Yaritza Kennedy | EMPLOYEE | $114,172 | not reported in the loaded dataset |
| Earl Mathurin | EMPLOYEE | $113,437 | not reported in the loaded dataset |
| Irene Guirerrero | EMPLOYEE | $102,709 | not reported in the loaded dataset |
| Alejandra Gioia | EMPLOYEE | $95,921 | not reported in the loaded dataset |
| Tara Lopez | EMPLOYEE | $94,644 | not reported in the loaded dataset |
| Soledad Perez | EMPLOYEE | $92,798 | not reported in the loaded dataset |
| Laurie Greenstein | EMPLOYEE | $92,227 | not reported in the loaded dataset |
| Edward Cimafonte | EMPLOYEE | $80,509 | not reported in the loaded dataset |
| Neil Gonzalvo | EMPLOYEE | $77,485 | not reported in the loaded dataset |
| Mery Pinedo | EMPLOYEE | $76,981 | not reported in the loaded dataset |
| Astrid Salvador | EMPLOYEE | $76,696 | not reported in the loaded dataset |
| Carina Hernandez | EMPLOYEE | $73,058 | not reported in the loaded dataset |
| Elena Dundon | EMPLOYEE | $72,532 | not reported in the loaded dataset |
| Michael Pasquaretta | EMPLOYEE | $71,585 | not reported in the loaded dataset |
| Yury Jimenez | EMPLOYEE | $65,300 | not reported in the loaded dataset |
| Karissa Cruz | EMPLOYEE | $64,295 | not reported in the loaded dataset |
| Janeth Villavicencio | EMPLOYEE | $63,584 | not reported in the loaded dataset |
| Harold Mittel | EMPLOYEE | $62,406 | not reported in the loaded dataset |
| Mayra Navarro | EMPLOYEE | $60,526 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $58,000 | not reported in the loaded dataset |
| Marcia Divino | EMPLOYEE | $56,664 | not reported in the loaded dataset |
| Debra Nalbach | EMPLOYEE | $55,471 | not reported in the loaded dataset |
| Robert Wulwick Md | NONE | $54,330 | not reported in the loaded dataset |
| Fanny Borjas | EMPLOYEE | $54,040 | not reported in the loaded dataset |
| C.S. Mckee, Lp | NONE | $51,949 | $0 |
| Sword Health | NONE | $51,900 | not reported in the loaded dataset |
| Leida Medrano | EMPLOYEE | $49,523 | not reported in the loaded dataset |
| Rechtman Consulting, LLC | NONE | $47,815 | not reported in the loaded dataset |
| Kevin Muse | EMPLOYEE | $46,527 | not reported in the loaded dataset |
| Brian Hughes | EMPLOYEE | $46,411 | not reported in the loaded dataset |
| Rina Garcia | EMPLOYEE | $46,003 | not reported in the loaded dataset |
| Michael Valenti | EMPLOYEE | $44,697 | not reported in the loaded dataset |
| Anna Sirota | EMPLOYEE | $43,764 | not reported in the loaded dataset |
| Cindy Lopez | EMPLOYEE | $43,190 | not reported in the loaded dataset |
| Frederick Wren | EMPLOYEE | $41,122 | not reported in the loaded dataset |
| Rsz Forensic Associates LLC | NONE | $40,000 | not reported in the loaded dataset |
| Eddie Marzocchi | EMPLOYEE | $39,899 | not reported in the loaded dataset |
| Betsy Mercado | EMPLOYEE | $38,474 | not reported in the loaded dataset |
| Teledoc Pa | NONE | $38,108 | not reported in the loaded dataset |
| Summit Actuarial Services, LLC | NONE | $38,000 | not reported in the loaded dataset |
| Chris Vezina Morale | EMPLOYEE | $35,942 | not reported in the loaded dataset |
| Access Staffing, LLC | NONE | $35,651 | not reported in the loaded dataset |
| Consuelo Frias | EMPLOYEE | $33,659 | not reported in the loaded dataset |
| Charles Hamilton | NONE | $33,430 | not reported in the loaded dataset |
| Rosa Lafontaine | EMPLOYEE | $32,991 | not reported in the loaded dataset |
| Anthony Silvo | EMPLOYEE | $31,079 | not reported in the loaded dataset |
| Nelson Resto | EMPLOYEE | $30,244 | not reported in the loaded dataset |
| Edie Garcia | EMPLOYEE | $28,909 | not reported in the loaded dataset |
| John Falco | EMPLOYEE | $27,530 | not reported in the loaded dataset |
| Noemi Barrera | EMPLOYEE | $25,973 | not reported in the loaded dataset |
| Mayra Armstrong | EMPLOYEE | $25,847 | not reported in the loaded dataset |
| Stephanie Hall | EMPLOYEE | $25,818 | not reported in the loaded dataset |
| Christine O'Reilly | EMPLOYEE | $25,556 | not reported in the loaded dataset |
| Millennium Technology Solutions | NONE | $25,000 | not reported in the loaded dataset |
| Truhearing | NONE | $22,751 | not reported in the loaded dataset |
| Reynolds Consulting Servcies LLC | NONE | $22,500 | not reported in the loaded dataset |
| Fair Health Inc. | NONE | $17,333 | not reported in the loaded dataset |
| Paypro | NONE | $10,286 | not reported in the loaded dataset |
| Milliman | NONE | $9,671 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $7,851 | $0 |
| Optimum | NONE | $7,077 | not reported in the loaded dataset |
| Stetson Cybergroup Inc | NONE | $5,543 | not reported in the loaded dataset |
| Danziger & Markoff Llp | NONE | $5,392 | not reported in the loaded dataset |