2023 Form 5500 filing — Multifamily Insurance Trust Health And Welfare Benefits Wrap Plan
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 20250314151432NAL0035616464001) for Multifamily Insurance Trust Health And Welfare Benefits Wrap Plan, reported by Multifamily Insurance Trust under EIN 35-7086833 and plan number 506. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314151432NAL0035616464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Multifamily Insurance Trust
- EIN
- 35-7086833
- Plan number
- 506
- Location
- Suffern, NY
- Participants
- 587
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,338,481
- Total liabilities (EOY)
- $380,145
- Net assets (EOY)
- $958,336
- Employer contributions
- $6,439,389
- Participant contributions
- $2,304,714
- Total income / additions
- $8,800,274
- Benefits paid
- $8,593,810
- Administrative expenses
- $294,624
- Total expenses
- $8,888,434
- Net increase / (decrease)
- -$88,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefitmall | NONE | $117,000 | not reported in the loaded dataset |
| Benefit Plan Manager | NONE | $72,981 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $44,036 | not reported in the loaded dataset |
| National Management Solutions | NONE | $28,000 | not reported in the loaded dataset |
| Goldstein Management Corporation | NONE | $25,000 | not reported in the loaded dataset |