2023 Form 5500 filing — District Council 37 Health And Benefit 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 20250116175714NAL0013904819002) for District Council 37 Health And Benefit Fund, reported by District Council 37 Health And Benefit F under EIN 13-2659322 and plan number 501. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116175714NAL0013904819002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- District Council 37 Health And Benefit F
- EIN
- 13-2659322
- Plan number
- 501
- Location
- New York, NY
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,958,120
- Total liabilities (EOY)
- $2,210,882
- Net assets (EOY)
- $5,747,238
- Employer contributions
- $7,408,359
- Participant contributions
- $29,202
- Total income / additions
- $8,551,172
- Benefits paid
- $9,404,844
- Administrative expenses
- $632,017
- Total expenses
- $10,036,861
- Net increase / (decrease)
- -$1,485,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Health Choice Assurance, Inc | NONE | $132,107 | not reported in the loaded dataset |
| Local 95 Welfare Fund | NONE | $83,350 | not reported in the loaded dataset |
| Ho Ming Lai | NONE | $70,076 | not reported in the loaded dataset |
| Annel Ortiz | NONE | $57,778 | not reported in the loaded dataset |
| Summit Actuarial Services LLC | NONE | $46,000 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $41,436 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | NONE | $38,964 | not reported in the loaded dataset |
| Bridgeway Benefit (Formerly Issi) | NONE | $38,931 | not reported in the loaded dataset |
| Epiphany Rx, LLC | NONE | $35,327 | $0 |
| Archer, Byington, Glennon & Levine | NONE | $19,500 | not reported in the loaded dataset |
| Locktight Solutions, Inc. | NONE | $8,777 | not reported in the loaded dataset |