2023 Form 5500 filing — Local 360 Health 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 20241015141508NAL0016593427011) for Local 360 Health Fund, reported by Local 360 Health Fund Lafferty under EIN 22-6084338 and plan number 501. It reports 1,736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141508NAL0016593427011
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 360 Health Fund Lafferty
- EIN
- 22-6084338
- Plan number
- 501
- Location
- Mt. Laurel, NJ
- Participants
- 1,736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,496,747
- Total liabilities (EOY)
- $1,265,255
- Net assets (EOY)
- $6,231,492
- Employer contributions
- $14,376,971
- Participant contributions
- $71,883
- Total income / additions
- $14,656,808
- Benefits paid
- $13,851,216
- Administrative expenses
- $971,747
- Total expenses
- $14,822,963
- Net increase / (decrease)
- -$166,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-State Administrators | NONE | $755,310 | not reported in the loaded dataset |
| Independence Blue Cross | NONE | $341,265 | not reported in the loaded dataset |
| Morgan, Lewis & Brockius, Llp | NONE | $59,336 | not reported in the loaded dataset |
| Cheiron | NONE | $55,496 | not reported in the loaded dataset |
| Express Scripts, Inc | NONE | $45,644 | not reported in the loaded dataset |
| Baratz & Associates, Pa | NONE | $37,520 | not reported in the loaded dataset |
| Spear Wilderman Pc | NONE | $17,868 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | NONE | $11,496 | not reported in the loaded dataset |