2023 Form 5500 filing — International Association Of Machinists District 15 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 20241015225751NAL0015500339002) for International Association Of Machinists District 15 Health Fund, reported by I.A.M. District 15 Health Fund under EIN 13-5598021 and plan number 501. It reports 1,273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015225751NAL0015500339002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.A.M. District 15 Health Fund
- EIN
- 13-5598021
- Plan number
- 501
- Location
- Englewood Cliffs, NJ
- Participants
- 1,273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,884,918
- Total liabilities (EOY)
- $4,014,943
- Net assets (EOY)
- $71,869,975
- Employer contributions
- $25,657,487
- Participant contributions
- $36,556
- Total income / additions
- $32,447,911
- Benefits paid
- $24,727,645
- Administrative expenses
- $2,365,237
- Total expenses
- $27,092,882
- Net increase / (decrease)
- $5,355,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | SERVICES RELATED PLAN | $1,383,934 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | SERVICES RELATED PLAN | $104,800 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | NONE | $0 | $68,378 |
| Amalgamated Bank | SERVICES RELATED PLAN | $58,686 | $0 |
| Med Review, Inc. | NONE | $56,993 | not reported in the loaded dataset |
| Tarter Krinsky & Drogin | SERVICES RELATED PLAN | $54,191 | not reported in the loaded dataset |
| Segal Marco Advisors, Inc. | NONE | $17,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $0 | not reported in the loaded dataset |
| Empire Healthchoice Assurance, Inc. | NONE | $0 | not reported in the loaded dataset |