2023 Form 5500 filing — The Agma 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 20250314144638NAL0037548224001) for The Agma Health Fund, reported by Board Of Trustees Agma Health Fund under EIN 13-2643045 and plan number 501. It reports 951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314144638NAL0037548224001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Agma Health Fund
- EIN
- 13-2643045
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 951
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,776,019
- Total liabilities (EOY)
- $1,286,304
- Net assets (EOY)
- $12,489,715
- Employer contributions
- $11,390,250
- Participant contributions
- $796,507
- Total income / additions
- $13,304,364
- Benefits paid
- $9,901,161
- Administrative expenses
- $1,277,618
- Total expenses
- $11,178,779
- Net increase / (decrease)
- $2,125,585
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Ins Co | NONE | $306,626 | not reported in the loaded dataset |
| Rhonda Murray | NONE | $219,516 | not reported in the loaded dataset |
| Milliman Inc | NONE | $123,514 | not reported in the loaded dataset |
| Debra Levin | NONE | $123,005 | not reported in the loaded dataset |
| Spivak Lipton Llp | NONE | $120,082 | not reported in the loaded dataset |
| Alejandra Vega-Rojas | NONE | $82,629 | not reported in the loaded dataset |
| Dawn Nedd | NONE | $71,994 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $58,692 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $52,674 | not reported in the loaded dataset |
| Sania Khan | NONE | $47,500 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $43,121 | not reported in the loaded dataset |
| Hilb Group Of New England LLC | NONE | $38,366 | not reported in the loaded dataset |
| Daniel Graham | NONE | $37,653 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $26,486 | $0 |
| M&T Bank | NONE | $18,306 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $16,500 | not reported in the loaded dataset |
| Wex Health Inc | NONE | $10,451 | not reported in the loaded dataset |
| Locktight Solutions, Inc | NONE | $10,111 | not reported in the loaded dataset |
| Adp, Inc | NONE | $8,862 | not reported in the loaded dataset |
| Royal Printing | NONE | $5,589 | not reported in the loaded dataset |
| Administrative Services Only, Inc | NONE | $5,145 | not reported in the loaded dataset |