2023 Form 5500 filing — Local 443 Transportation Health Service & Insurance 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 20250414090334NAL0002857952002) for Local 443 Transportation Health Service & Insurance Plan, reported by Board Of Trustees Local 443 Health Service & Insurance Plan under EIN 06-0942913 and plan number 501. It reports 3,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414090334NAL0002857952002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 443 Health Service & Insurance Plan
- EIN
- 06-0942913
- Plan number
- 501
- Location
- New Haven, CT
- Participants
- 3,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,253,180
- Total liabilities (EOY)
- $5,819,213
- Net assets (EOY)
- $93,433,967
- Employer contributions
- $32,757,141
- Participant contributions
- $579,676
- Total income / additions
- $45,858,251
- Benefits paid
- $40,536,050
- Administrative expenses
- $2,378,373
- Total expenses
- $42,914,423
- Net increase / (decrease)
- $2,943,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri State Joint Fund | AFFILIATED ORG. | $927,540 | not reported in the loaded dataset |
| Anthem Blue Cross Blue Shield | NONE | $584,068 | $0 |
| Cresent Capital Group | NONE | $381,726 | $0 |
| Claims Processor | EMPLOYEE | $162,256 | not reported in the loaded dataset |
| Valenz Health | NONE | $101,564 | not reported in the loaded dataset |
| Claims Processor | EMPLOYEE | $85,905 | not reported in the loaded dataset |
| Fund Manager | EMPLOYEE | $81,513 | not reported in the loaded dataset |
| Uprise Health | NONE | $61,659 | not reported in the loaded dataset |
| Claims Processor | EMPLOYEE | $60,427 | not reported in the loaded dataset |
| Mpl LLC | NONE | $0 | $53,891 |
| Ullico Investment Advisors, Inc. | NONE | $51,083 | $0 |
| Claims Processor | EMPLOYEE | $48,555 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt | NONE | $47,260 | not reported in the loaded dataset |
| Reynolds Consulting Services,LLC | NONE | $44,950 | not reported in the loaded dataset |
| Allegiant Rx | NONE | $40,302 | not reported in the loaded dataset |
| Optum Rx | PHARMACY BENEFIT MANAGER | $26,067 | $12,452 |
| Timothy Casey | EMPLOYER TRUSTEE | $17,566 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $15,833 | $0 |
| Thomas Bayusik | UNION TRUSTEE | $11,753 | not reported in the loaded dataset |
| Vsp Vision Care | VISION BENEFITS | $11,585 | $0 |
| Hinge Health | NONE | $6,135 | not reported in the loaded dataset |