2023 Form 5500 filing — Local 298 Health Benefit Fund Ii
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 20250515090639NAL0013314995002) for Local 298 Health Benefit Fund Ii, reported by Board Of Trustees Of Local 298 Health Benefit Fund Ii under EIN 11-1955915 and plan number 501. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515090639NAL0013314995002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 298 Health Benefit Fund Ii
- EIN
- 11-1955915
- Plan number
- 501
- Location
- Valley Stream, NY
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,947,409
- Total liabilities (EOY)
- $1,036,408
- Net assets (EOY)
- $3,911,001
- Employer contributions
- $4,151,704
- Total income / additions
- $5,174,866
- Benefits paid
- $3,383,489
- Administrative expenses
- $735,950
- Total expenses
- $4,119,439
- Net increase / (decrease)
- $1,055,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| V. Lagreca | FUND MANAGER | $179,126 | $0 |
| Dickinson Group | THIRD PARTY ADM. | $126,547 | $0 |
| Mccarthy & Preece Llp | LAWYER | $34,800 | $0 |
| Nora Roa | EMPLOYEE | $15,541 | $0 |
| A. Digiovani | CLERICAL | $14,659 | $0 |
| N. Jean Charles | CLERICAL | $13,707 | $0 |
| Anthony Rainone | EMPLOYEE | $11,255 | $0 |
| Summit Actuarial Services | ACTUARY | $10,000 | $0 |