2023 Form 5500 filing — United Workers 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 20250415125118NAL0005790656005) for United Workers Health Fund, reported by Board Of Trustees Of The United Workers Health Fund under EIN 84-1655234 and plan number 621. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415125118NAL0005790656005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The United Workers Health Fund
- EIN
- 84-1655234
- Plan number
- 621
- Location
- Uniondale, NY
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,507,846
- Total liabilities (EOY)
- $595,435
- Net assets (EOY)
- $14,912,411
- Employer contributions
- $6,303,774
- Participant contributions
- $28,400
- Total income / additions
- $7,691,495
- Benefits paid
- $4,859,522
- Administrative expenses
- $382,452
- Total expenses
- $5,241,974
- Net increase / (decrease)
- $2,449,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dickinson Group LLC | TPA | $235,883 | $0 |
| Empire Healthchoice Assurance In | NONE | $94,220 | $0 |
| Mccarthy & Preece Llp | LAWYER | $36,000 | $0 |
| Buchbinder Tunick & Co Llp | AUDITOR | $22,000 | $0 |
| Andrew Fair Esq | TRUSTEE | $21,600 | $0 |
| Costarothbort LLC | PAYROLL AUDITOR | $17,581 | $0 |