2023 Form 5500 filing — Local 108 Health Expense Benefits 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 20250514110222NAL0014124307001) for Local 108 Health Expense Benefits Plan, reported by Retail Wholesale Department Store Union Local 108 under EIN 22-1171648 and plan number 501. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514110222NAL0014124307001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Retail Wholesale Department Store Union Local 108
- EIN
- 22-1171648
- Plan number
- 501
- Location
- Maplewood, NJ
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,688,678
- Total liabilities (EOY)
- $803,098
- Net assets (EOY)
- $12,885,580
- Employer contributions
- $3,493,634
- Total income / additions
- $4,740,080
- Benefits paid
- $2,949,774
- Administrative expenses
- $355,835
- Total expenses
- $3,305,609
- Net increase / (decrease)
- $1,434,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Blue Cross Blue Shield | NONE | $175,948 | $0 |
| Rsda-Local 108 | RELATED LABOR UNION | $133,401 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | NONE | $37,134 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $22,000 | not reported in the loaded dataset |
| M.D. Sass, LLC | NONE | $21,923 | not reported in the loaded dataset |
| Cary Kane Llp | NONE | $12,700 | not reported in the loaded dataset |
| Oxfeld Cohen, Pc | NONE | $12,296 | not reported in the loaded dataset |
| Dds Inc | NONE | $10,740 | not reported in the loaded dataset |
| Gianneschi Consulting, LLC | NONE | $9,000 | not reported in the loaded dataset |
| Summit Actuarial Services LLC | NONE | $8,000 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $7,772 | not reported in the loaded dataset |