2023 Form 5500 filing — Westchester Health And Welfare 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 20250103120201NAL0002146243001) for Westchester Health And Welfare Fund, reported by Personal Healthcare Management LLC under EIN 27-3841580 and plan number 501. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103120201NAL0002146243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Personal Healthcare Management LLC
- EIN
- 27-3841580
- Plan number
- 501
- Location
- Tarrytown, NY
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $500,348
- Total liabilities (EOY)
- $412,121
- Net assets (EOY)
- $88,227
- Employer contributions
- $1,888,589
- Participant contributions
- $1,198,820
- Total income / additions
- $3,087,409
- Benefits paid
- $3,090,349
- Administrative expenses
- $170,724
- Total expenses
- $3,261,073
- Net increase / (decrease)
- -$173,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Total Plan Concepts | THIRD PARTY ADMINISTRATOR | $142,410 | not reported in the loaded dataset |
| Smith Rx | PRESCRIPTION DRUG VENDOR | $21,209 | not reported in the loaded dataset |