2023 Form 5500 filing — Health Fund 917
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 20250204172036NAL0004634291001) for Health Fund 917, reported by Board Of Trustees Of Health Fund 917 under EIN 13-6129427 and plan number 501. It reports 1,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204172036NAL0004634291001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Health Fund 917
- EIN
- 13-6129427
- Plan number
- 501
- Location
- Floral Park, NY
- Participants
- 1,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,889,815
- Total liabilities (EOY)
- $5,905,806
- Net assets (EOY)
- $37,984,009
- Employer contributions
- $17,322,560
- Participant contributions
- $62,995
- Total income / additions
- $18,284,604
- Benefits paid
- $20,473,851
- Administrative expenses
- $594,698
- Total expenses
- $21,068,549
- Net increase / (decrease)
- -$2,783,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $357,262 | $0 |
| Zenith American Solutions | NONE | $326,885 | not reported in the loaded dataset |
| Ana Tang | NONE | $117,291 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $86,640 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $74,366 | not reported in the loaded dataset |
| Ana Mendoza | NONE | $70,444 | not reported in the loaded dataset |
| Tarter, Krinsky & Drogin, Llp | NONE | $65,488 | not reported in the loaded dataset |
| Amalgamated Medical Management, Inc | NONE | $60,441 | not reported in the loaded dataset |
| First Actuarial Consulting Inc. | NONE | $48,667 | not reported in the loaded dataset |
| Teamster Center Services | NONE | $30,975 | not reported in the loaded dataset |
| Healthplex, Inc | NONE | $23,476 | not reported in the loaded dataset |
| Bolton | NONE | $15,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $14,676 | $0 |
| United Healthcare Insurance Co. | NONE | $14,032 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $10,000 | not reported in the loaded dataset |