2023 Form 5500 filing — Allen Health - Local 389 Home Care Health Benefit 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 20250724105626NAL0002403491001) for Allen Health - Local 389 Home Care Health Benefit Fund, reported by Board Of Trustees, Allen Health Care Home Health Care Benefit Fund under EIN 45-6832473 and plan number 501. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250724105626NAL0002403491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Allen Health Care Home Health Care Benefit Fund
- EIN
- 45-6832473
- Plan number
- 501
- Location
- Dallas, TX
- Participants
- 568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,541,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,541,306
- Employer contributions
- $4,105,616
- Total income / additions
- $4,105,616
- Benefits paid
- $4,802,292
- Administrative expenses
- $136,326
- Total expenses
- $4,938,618
- Net increase / (decrease)
- -$833,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Proskauer Rose Llp | NONE | $56,841 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $41,470 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | NONE | $37,990 | not reported in the loaded dataset |