2023 Form 5500 filing — Bctgm Local 53 Health Benefits 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 20250218153259NAL0005565472001) for Bctgm Local 53 Health Benefits Fund, reported by Bd Of Trustees Bctgm Local 53 Health Benefits Fund under EIN 11-1782177 and plan number 501. It reports 1,633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218153259NAL0005565472001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Bctgm Local 53 Health Benefits Fund
- EIN
- 11-1782177
- Plan number
- 501
- Location
- Rutherford, NJ
- Participants
- 1,633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,994,504
- Total liabilities (EOY)
- $5,064,120
- Net assets (EOY)
- $19,930,384
- Employer contributions
- $32,517,186
- Participant contributions
- $28,018
- Total income / additions
- $35,312,621
- Benefits paid
- $27,495,593
- Administrative expenses
- $1,843,762
- Total expenses
- $29,339,355
- Net increase / (decrease)
- $5,973,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Emblem Health | NONE | $1,115,907 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | PROV SVCS REL ORG | $81,354 | not reported in the loaded dataset |
| Fuiman Mogila Llp | PROV SVCS REL ORG | $68,822 | not reported in the loaded dataset |
| Amy Slyvchak | NONE | $67,941 | not reported in the loaded dataset |
| Cadaret Grant | not reported in the loaded dataset | $54,878 | not reported in the loaded dataset |
| Gladys Rodriguez | NONE | $52,007 | not reported in the loaded dataset |
| Iliana Orozco | NONE | $50,639 | not reported in the loaded dataset |
| Modern Administration Systems, LLC | NONE | $36,495 | not reported in the loaded dataset |
| Quantum Financial Strategies | NONE | $33,000 | not reported in the loaded dataset |
| Dickinson Group, LLC | NONE | $32,500 | not reported in the loaded dataset |
| Sun Life Capital Management(Us) LLC | NONE | $23,719 | not reported in the loaded dataset |
| Loomis Sayles & Company, L.P. | NONE | $9,045 | $0 |