2023 Form 5500 filing — National Elevator Industry Health Benefit Plan
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 20241015150705NAL0016707315003) for National Elevator Industry Health Benefit Plan, reported by National Elevator Industry Health Benefit Plan Board Of Trustees under EIN 23-2790911 and plan number 501. It reports 38,629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150705NAL0016707315003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Elevator Industry Health Benefit Plan Board Of Trustees
- EIN
- 23-2790911
- Plan number
- 501
- Location
- Newtown Square, PA
- Participants
- 38,629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,148,959,571
- Total liabilities (EOY)
- $216,693,134
- Net assets (EOY)
- $2,932,266,437
- Employer contributions
- $820,148,405
- Participant contributions
- $91,595,998
- Total income / additions
- $1,299,673,481
- Benefits paid
- $946,586,478
- Administrative expenses
- $50,866,227
- Total expenses
- $997,452,705
- Net increase / (decrease)
- $302,220,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hcsc | NONE | $13,820,579 | $0 |
| Kingsman Holdings Inc Dba Kepro | NONE | $4,676,284 | not reported in the loaded dataset |
| Employee Health Insurance Mgmt Inc | NONE | $3,047,432 | not reported in the loaded dataset |
| Lyra Health, Inc. | NONE | $2,927,462 | not reported in the loaded dataset |
| Express Scripts (Medco) | NONE | $2,080,336 | not reported in the loaded dataset |
| Red Card Systems LLC | NONE | $1,563,200 | $347,334 |
| Virta Medical | NONE | $1,497,585 | not reported in the loaded dataset |
| Janus Henderson Investors | NONE | $1,178,511 | $0 |
| Basys Inc | NONE | $781,753 | $127,401 |
| Newmark Knight Frank | NONE | $892,924 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $724,518 | not reported in the loaded dataset |
| Aberdeen Asset Management | NONE | $631,320 | $0 |
| Zelis Claims Integrity Inc | NONE | $567,410 | not reported in the loaded dataset |
| Segal Company | NONE | $532,557 | $30,095 |
| Loomis Sayles & Co | NONE | $501,555 | not reported in the loaded dataset |
| Lord Abbett & Company LLC | NONE | $466,713 | $0 |
| Mept Edgemore | NONE | $403,526 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $386,236 | not reported in the loaded dataset |
| Jpm Global Emerging Market | NONE | $374,619 | not reported in the loaded dataset |
| Brandywine Global Investment Mgmt | NONE | $321,641 | $0 |
| Pacific Investment Management Co | NONE | $278,717 | $0 |
| Cdw Direct LLC | NONE | $270,744 | not reported in the loaded dataset |
| Brookfield Us Inc. | NONE | $270,518 | not reported in the loaded dataset |
| Medical Review Inst Of America | NONE | $258,626 | not reported in the loaded dataset |
| Colchester Global Investors Limited | NONE | $232,373 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $214,934 | not reported in the loaded dataset |
| Aew Capital Management | NONE | $211,840 | not reported in the loaded dataset |
| Elavon Merchant Services | NONE | $207,758 | not reported in the loaded dataset |
| Daniel A. Winters & Co | NONE | $207,330 | not reported in the loaded dataset |
| Tierpoint LLC | NONE | $204,608 | not reported in the loaded dataset |
| First American Administrators Inc | NONE | $199,085 | not reported in the loaded dataset |
| Invesco Ibra | NONE | $198,748 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $186,294 | $0 |
| Employee B | EMPLOYEE | $176,854 | not reported in the loaded dataset |
| Optiv Security Inc | NONE | $170,641 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $164,537 | not reported in the loaded dataset |
| Premier Technology Solutions Inc | NONE | $163,755 | not reported in the loaded dataset |
| Parametric Portfolio | NONE | $150,856 | not reported in the loaded dataset |
| Guardian Life Insurance | NONE | $149,502 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $147,225 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $134,578 | not reported in the loaded dataset |
| General Dynamics Information Tech | NONE | $133,404 | not reported in the loaded dataset |
| Oracle America Inc | NONE | $133,129 | not reported in the loaded dataset |
| Wells Fargo Bank Na | NONE | $131,448 | not reported in the loaded dataset |
| Smart Data Solutions Inc | NONE | $119,724 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $117,480 | not reported in the loaded dataset |
| Optum Health Care Solutions | NONE | $114,415 | not reported in the loaded dataset |
| Mellon Capital Management | NONE | $113,050 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $112,604 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $111,370 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $110,703 | not reported in the loaded dataset |
| Employee H | EMPLOYEE | $110,533 | not reported in the loaded dataset |
| Beacon Health Options Inc | NONE | $101,094 | not reported in the loaded dataset |
| Employee I | EMPLOYEE | $95,530 | not reported in the loaded dataset |
| Employee J | EMPLOYEE | $89,909 | not reported in the loaded dataset |
| Employee K | EMPLOYEE | $88,119 | not reported in the loaded dataset |
| Employee L | EMPLOYEE | $86,287 | not reported in the loaded dataset |
| Verizon Business Network Svcs | NONE | $84,875 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $83,246 | not reported in the loaded dataset |
| Employee M | EMPLOYEE | $83,167 | not reported in the loaded dataset |
| Employee N | EMPLOYEE | $82,577 | not reported in the loaded dataset |
| Employee O | EMPLOYEE | $82,211 | not reported in the loaded dataset |
| Employee P | EMPLOYEE | $78,269 | not reported in the loaded dataset |
| Employee Q | EMPLOYEE | $76,399 | not reported in the loaded dataset |
| Employee R | EMPLOYEE | $74,032 | not reported in the loaded dataset |
| Employee S | EMPLOYEE | $73,317 | not reported in the loaded dataset |
| Employee T | EMPLOYEE | $73,294 | not reported in the loaded dataset |
| Employee U | EMPLOYEE | $73,162 | not reported in the loaded dataset |
| Kelly Press | NONE | $72,481 | not reported in the loaded dataset |
| Employee V | EMPLOYEE | $70,500 | not reported in the loaded dataset |
| Employee W | EMPLOYEE | $70,163 | not reported in the loaded dataset |
| Employee X | EMPLOYEE | $70,121 | not reported in the loaded dataset |
| Employee Y | EMPLOYEE | $69,374 | not reported in the loaded dataset |
| Employee Z | EMPLOYEE | $68,626 | not reported in the loaded dataset |
| Employee Aa | EMPLOYEE | $66,671 | not reported in the loaded dataset |
| Employee Ab | EMPLOYEE | $65,665 | not reported in the loaded dataset |
| Employee Ac | EMPLOYEE | $65,135 | not reported in the loaded dataset |
| Employee Ad | EMPLOYEE | $65,134 | not reported in the loaded dataset |
| Employee Ae | EMPLOYEE | $64,322 | not reported in the loaded dataset |
| Employee Af | EMPLOYEE | $63,415 | not reported in the loaded dataset |
| Employee Ag | EMPLOYEE | $61,337 | not reported in the loaded dataset |
| Employee Ah | EMPLOYEE | $61,049 | not reported in the loaded dataset |
| Employee Ai | EMPLOYEE | $60,524 | not reported in the loaded dataset |
| Employee Aj | EMPLOYEE | $60,507 | not reported in the loaded dataset |
| Employee Ak | EMPLOYEE | $60,134 | not reported in the loaded dataset |
| Employee Al | EMPLOYEE | $59,339 | not reported in the loaded dataset |
| Employee Am | EMPLOYEE | $59,300 | not reported in the loaded dataset |
| Employee An | EMPLOYEE | $58,399 | not reported in the loaded dataset |
| Employee Ao | EMPLOYEE | $58,049 | not reported in the loaded dataset |
| Employee Ap | EMPLOYEE | $57,617 | not reported in the loaded dataset |
| Comcast Cable Communications | NONE | $55,042 | not reported in the loaded dataset |
| Income Research Management | NONE | $54,790 | not reported in the loaded dataset |
| Employee Aq | EMPLOYEE | $53,903 | not reported in the loaded dataset |
| Employee Ar | EMPLOYEE | $52,828 | not reported in the loaded dataset |
| Employee As | EMPLOYEE | $51,804 | not reported in the loaded dataset |
| Employee At | EMPLOYEE | $51,573 | not reported in the loaded dataset |
| Employee Au | EMPLOYEE | $51,241 | not reported in the loaded dataset |
| Employee Av | EMPLOYEE | $50,615 | not reported in the loaded dataset |
| Employee Aw | EMPLOYEE | $49,799 | not reported in the loaded dataset |
| Dearborn Life Insurance Company | NONE | $49,775 | not reported in the loaded dataset |
| Standard Register | NONE | $49,746 | not reported in the loaded dataset |
| Employee Ax | EMPLOYEE | $49,007 | not reported in the loaded dataset |
| Employee Ay | EMPLOYEE | $48,494 | not reported in the loaded dataset |
| Employee Az | EMPLOYEE | $48,478 | not reported in the loaded dataset |
| Gilbert & Sackman A Law Corp | NONE | $48,414 | not reported in the loaded dataset |
| Employee Ba | EMPLOYEE | $47,721 | not reported in the loaded dataset |
| Employee Bb | EMPLOYEE | $47,485 | not reported in the loaded dataset |
| Employee Bc | EMPLOYEE | $46,249 | not reported in the loaded dataset |
| Employee Bd | EMPLOYEE | $46,004 | not reported in the loaded dataset |
| Employee Be | EMPLOYEE | $45,935 | not reported in the loaded dataset |
| Employee Bf | EMPLOYEE | $45,761 | not reported in the loaded dataset |
| Employee Bg | EMPLOYEE | $45,627 | not reported in the loaded dataset |
| Employee Bh | EMPLOYEE | $45,532 | not reported in the loaded dataset |
| Employee Bi | EMPLOYEE | $45,430 | not reported in the loaded dataset |
| Employee Bj | EMPLOYEE | $44,776 | not reported in the loaded dataset |
| Employee Bk | EMPLOYEE | $44,460 | not reported in the loaded dataset |
| Employee Bl | EMPLOYEE | $44,061 | not reported in the loaded dataset |
| Employee Bm | EMPLOYEE | $44,018 | not reported in the loaded dataset |
| Employee Bn | EMPLOYEE | $43,398 | not reported in the loaded dataset |
| Employee Bo | EMPLOYEE | $43,105 | not reported in the loaded dataset |
| Avaya Inc | NONE | $43,030 | not reported in the loaded dataset |
| Audionet America | NONE | $41,195 | not reported in the loaded dataset |
| Employee Bp | EMPLOYEE | $40,740 | not reported in the loaded dataset |
| Employee Bq | EMPLOYEE | $39,847 | not reported in the loaded dataset |
| Employee Br | EMPLOYEE | $39,703 | not reported in the loaded dataset |
| Employee Bs | EMPLOYEE | $39,091 | not reported in the loaded dataset |
| Employee Bt | EMPLOYEE | $38,820 | not reported in the loaded dataset |
| Employee Bu | EMPLOYEE | $38,293 | not reported in the loaded dataset |
| Employee Bv | EMPLOYEE | $37,822 | not reported in the loaded dataset |
| Employee Bw | EMPLOYEE | $37,105 | not reported in the loaded dataset |
| Employee Bx | EMPLOYEE | $36,140 | not reported in the loaded dataset |
| Employee By | EMPLOYEE | $36,129 | not reported in the loaded dataset |
| Employee Bz | EMPLOYEE | $36,114 | not reported in the loaded dataset |
| Elire | NONE | $35,313 | not reported in the loaded dataset |
| Employee Ca | EMPLOYEE | $35,261 | not reported in the loaded dataset |
| Employee Cb | EMPLOYEE | $34,835 | not reported in the loaded dataset |
| Employee Cc | EMPLOYEE | $34,602 | not reported in the loaded dataset |
| Employee Cd | EMPLOYEE | $34,243 | not reported in the loaded dataset |
| Employee Ce | EMPLOYEE | $32,675 | not reported in the loaded dataset |
| Employee Cf | EMPLOYEE | $32,614 | not reported in the loaded dataset |
| Employee Cg | EMPLOYEE | $32,261 | not reported in the loaded dataset |
| Employee Ch | EMPLOYEE | $32,240 | not reported in the loaded dataset |
| Employee Ci | EMPLOYEE | $32,027 | not reported in the loaded dataset |
| Peopleshare LLC | NONE | $31,906 | not reported in the loaded dataset |
| Employee Cj | EMPLOYEE | $31,899 | not reported in the loaded dataset |
| Nimbusnow, LLC | NONE | $31,520 | not reported in the loaded dataset |
| Change Healthcare Bus Fulfillment | NONE | $30,438 | not reported in the loaded dataset |
| Employee Ck | EMPLOYEE | $30,150 | not reported in the loaded dataset |
| Employee Cl | EMPLOYEE | $29,314 | not reported in the loaded dataset |
| Employee Cm | EMPLOYEE | $29,182 | not reported in the loaded dataset |
| Employee Cn | EMPLOYEE | $27,579 | not reported in the loaded dataset |
| Automatic Data Processing | NONE | $27,311 | not reported in the loaded dataset |
| Employee Co | EMPLOYEE | $26,484 | not reported in the loaded dataset |
| Employee Cp | EMPLOYEE | $25,845 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $25,759 |
| Employee Cq | EMPLOYEE | $25,578 | not reported in the loaded dataset |
| Syxsense Inc. | NONE | $22,927 | not reported in the loaded dataset |
| Firstpro | NONE | $18,453 | not reported in the loaded dataset |
| Allsup Inc | NONE | $18,445 | not reported in the loaded dataset |
| Nat'L Health Care Anti-Fraud Assoc. | NONE | $18,200 | not reported in the loaded dataset |
| Gottlieb & Greenspan LLC | NONE | $17,500 | not reported in the loaded dataset |
| Atlantic Data Security | NONE | $15,858 | not reported in the loaded dataset |
| Nccmp | NONE | $14,750 | not reported in the loaded dataset |
| Pitney Bowes Global Financial Svcs | NONE | $14,423 | not reported in the loaded dataset |
| Citrix Systems Inc | NONE | $14,089 | not reported in the loaded dataset |
| Hartford Fire Insurance Company | NONE | $13,920 | not reported in the loaded dataset |
| Iron Mountain | NONE | $12,328 | not reported in the loaded dataset |
| Canon Financial Services | NONE | $12,300 | not reported in the loaded dataset |
| Assetsure, LLC | NONE | $11,258 | not reported in the loaded dataset |
| Staples | NONE | $9,127 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Et, Al | NONE | $7,464 | not reported in the loaded dataset |
| Verizon Wireless | NONE | $7,341 | not reported in the loaded dataset |
| Hdms | NONE | $6,417 | not reported in the loaded dataset |
| Fraser Advanced Information Systems | NONE | $5,643 | not reported in the loaded dataset |
| Convergeone, Inc | NONE | $5,241 | not reported in the loaded dataset |
| Consumer Wellness Solutions | NONE | $5,110 | not reported in the loaded dataset |