2023 Form 5500 filing — Local 808 I. B. T. Health & Welfare 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 20250715120400NAL0001292627001) for Local 808 I. B. T. Health & Welfare Fund, reported by Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund under EIN 23-7218454 and plan number 501. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715120400NAL0001292627001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund
- EIN
- 23-7218454
- Plan number
- 501
- Location
- Chappaqua, NY
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,738,547
- Total liabilities (EOY)
- $2,341,018
- Net assets (EOY)
- $11,397,529
- Employer contributions
- $13,775,409
- Participant contributions
- $525
- Total income / additions
- $15,405,642
- Benefits paid
- $12,996,213
- Administrative expenses
- $1,329,865
- Total expenses
- $14,326,078
- Net increase / (decrease)
- $1,079,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Blue Cross And Blue Shield | NONE | $350,941 | not reported in the loaded dataset |
| Cohen, Weiss & Simon, Llp | NONE | $253,633 | not reported in the loaded dataset |
| Employees | EMPLOYEES | $222,226 | not reported in the loaded dataset |
| Savasta And Company, Inc | NONE | $122,088 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $116,884 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $94,120 | not reported in the loaded dataset |
| Premier Technology Solutions, Inc. | NONE | $19,001 | not reported in the loaded dataset |
| Med-Review, Inc. | NONE | $14,428 | not reported in the loaded dataset |
| Royal Printing Service | NONE | $9,160 | not reported in the loaded dataset |
| Quill | NONE | $7,720 | not reported in the loaded dataset |
| Paul Demasi | TRUSTEE | $5,718 | not reported in the loaded dataset |
| Verizon | NONE | $5,226 | not reported in the loaded dataset |