2023 Form 5500 filing — Local 888 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 20241015192925NAL0049542208001) for Local 888 Health Fund, reported by Board Of Trustees Local 888 Health Fund under EIN 13-1564856 and plan number 501. It reports 2,070 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192925NAL0049542208001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 888 Health Fund
- EIN
- 13-1564856
- Plan number
- 501
- Location
- Elmwood Park, NJ
- Participants
- 2,070
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,611,967
- Total liabilities (EOY)
- $3,079,123
- Net assets (EOY)
- $17,532,844
- Employer contributions
- $18,763,068
- Participant contributions
- $22,343
- Total income / additions
- $20,413,468
- Benefits paid
- $21,466,715
- Administrative expenses
- $2,635,895
- Total expenses
- $24,102,610
- Net increase / (decrease)
- -$3,689,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co. | CONTRACT ADMINISTRATOR | $551,011 | $0 |
| Rosalba Perez | PLAN ADMINISTRATOR | $185,590 | not reported in the loaded dataset |
| Slevin & Hart P.C. | ATTORNEY | $164,834 | not reported in the loaded dataset |
| Marshall Paris | EMPLOYEE | $107,027 | not reported in the loaded dataset |
| Ramona Aybar | EMPLOYEE | $81,747 | not reported in the loaded dataset |
| Flormaria Toulson | EMPLOYEE | $76,036 | not reported in the loaded dataset |
| Jou Zoquier | EMPLOYEE | $73,649 | not reported in the loaded dataset |
| Vedwatie Prasad | EMPLOYEE | $70,187 | not reported in the loaded dataset |
| Lourdes Lanzot | EMPLOYEE | $68,946 | not reported in the loaded dataset |
| Pierre J. Boutin | EMPLOYEE | $63,044 | not reported in the loaded dataset |
| Jean Edy Joseph | EMPLOYEE | $61,036 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $57,753 | not reported in the loaded dataset |
| Louvinia Greenaway | EMPLOYEE | $54,935 | not reported in the loaded dataset |
| Nelsy Rodriguez | EMPLOYEE | $43,772 | not reported in the loaded dataset |
| Cvs Pharmacy, Inc | CLAIMS PROCESSING | $32,816 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | ATTORNEY | $30,000 | not reported in the loaded dataset |
| Boston Trust & Invesment Management | INVESTMENT MANAGER | $27,747 | $0 |
| Vision Screening | CLAIMS PROCESSING | $24,660 | not reported in the loaded dataset |
| The Segal Company, Inc. | ACTUARIAL | $18,478 | $0 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $15,162 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT ADVISORY | $13,535 | not reported in the loaded dataset |
| Amalgamated Bank | PLAN CUSTODIAN | $8,308 | $0 |