2023 Form 5500 filing — Laborers' Local 157 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 20250414183321NAL0004323490001) for Laborers' Local 157 Health Benefits Fund, reported by Laborers' Local 157 Health Benefits Fund under EIN 14-1437195 and plan number 501. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414183321NAL0004323490001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers' Local 157 Health Benefits Fund
- EIN
- 14-1437195
- Plan number
- 501
- Location
- Schenectady, NY
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,249,247
- Total liabilities (EOY)
- $3,581,222
- Net assets (EOY)
- $14,668,025
- Employer contributions
- $5,304,508
- Participant contributions
- $20,445
- Total income / additions
- $6,476,619
- Benefits paid
- $3,472,884
- Administrative expenses
- $659,893
- Total expenses
- $4,132,777
- Net increase / (decrease)
- $2,343,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital District Physician'S Health | NONE | $171,163 | not reported in the loaded dataset |
| Michael Brady | EMPLOYEE | $73,759 | not reported in the loaded dataset |
| Milliman Usa | NONE | $51,150 | not reported in the loaded dataset |
| Nikki France | EMPLOYEE | $43,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $42,484 | $0 |
| Iris Sweeney | EMPLOYEE | $38,834 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $35,366 | not reported in the loaded dataset |
| Teal Becker & Chiaramonte, Cpas Pc | NONE | $34,200 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $25,207 | not reported in the loaded dataset |
| Joseph Mccarthy | NONE | $21,249 | not reported in the loaded dataset |
| Karpus Investment Management | NONE | $12,903 | not reported in the loaded dataset |
| Delta Dental | NONE | $6,330 | not reported in the loaded dataset |