2023 Form 5500 filing — Local 812 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 20241015141526NAL0028727233001) for Local 812 Health Fund, reported by Board Of Trustees Local 812 Health Fund under EIN 13-6162404 and plan number 502. It reports 3,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141526NAL0028727233001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 812 Health Fund
- EIN
- 13-6162404
- Plan number
- 502
- Location
- Great Neck, NY
- Participants
- 3,607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,829,281
- Total liabilities (EOY)
- $24,112,687
- Net assets (EOY)
- -$11,283,406
- Employer contributions
- $48,164,393
- Participant contributions
- $97,898
- Total income / additions
- $50,672,069
- Benefits paid
- $44,464,519
- Administrative expenses
- $1,106,949
- Total expenses
- $45,571,468
- Net increase / (decrease)
- $5,100,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnacare Admin. Services, LLC | NONE | $2,496,109 | $44,619 |
| Tpa Computer Corp | NONE | $0 | $475,834 |
| Cary Kane Llp | NONE | $233,207 | not reported in the loaded dataset |
| James Green Esq | NONE | $165,000 | not reported in the loaded dataset |
| Sele-Dent, Inc. | NONE | $36,348 | $84,123 |
| The Segal Company | NONE | $99,258 | not reported in the loaded dataset |
| Telemedicine Management, Inc. | NONE | $96,206 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $93,492 | not reported in the loaded dataset |
| Teamsters Center Services Fund | NONE | $92,269 | not reported in the loaded dataset |
| Amplifon(Usa), Inc. | NONE | $78,990 | not reported in the loaded dataset |
| National Labor Benefits | NONE | $75,718 | not reported in the loaded dataset |
| Joseph Geremina | EMPLOYEE | $56,899 | not reported in the loaded dataset |
| John A. Bowen | EMPLOYEE | $56,714 | not reported in the loaded dataset |
| Lisa Berry | EMPLOYEE | $38,994 | not reported in the loaded dataset |
| Colleen Brady | EMPLOYEE | $32,308 | not reported in the loaded dataset |
| Optumrx | NONE | $21,614 | not reported in the loaded dataset |
| Perfect Printing Solutions, Inc. | NONE | $12,821 | not reported in the loaded dataset |
| Signature Securities Group | NONE | $12,318 | not reported in the loaded dataset |
| Flagstar Advisors | NONE | $10,340 | not reported in the loaded dataset |
| Andre Gonzales | NONE | $9,405 | not reported in the loaded dataset |
| Sdbwu Local 812 Ibt | AFFILIATED UNION | $7,526 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $5,919 |