Iupat District Council 11 Health Fund — Form 5500 plan (Board Of Trustees-Iupat District Council 11 Health)
Plain-English plan 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, Iupat District Council 11 Health Fund is a benefit plan reported by Board Of Trustees-Iupat District Council 11 Health under EIN 06-0683942 and plan number 501. The latest loaded filing year is 2023. The filing reports 952 participants and $42,141,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Iupat District Council 11 Health
- EIN
- 06-0683942
- Plan number
- 501
- Plan type
- 1
- Location
- Meriden, CT
- Latest filing year
- 2023
- Participants
- 952
- End-of-year plan assets
- $42,141,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 952 | H, C | 20250412161521NAL0025180449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,141,432
- Total liabilities (EOY)
- $2,755,331
- Net assets (EOY)
- $39,386,101
- Net assets (BOY)
- $37,280,228
Income & contributions
- Employer contributions
- $13,749,912
- Participant contributions
- $687,759
- Total contributions
- $14,437,671
- Total income / additions
- $18,567,902
Expenses & distributions
- Benefits paid
- $15,010,228
- Administrative expenses
- $1,451,801
- Total expenses
- $16,462,029
- Net increase / (decrease)
- $2,105,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions Inc | NONE | $489,172 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans Inc | NONE | $340,458 | $14,124 | 2023 |
| Anchor Capital Advisors | NONE | $182,929 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $91,130 | $0 | 2023 |
| Zelis Claims Integrity Inc | NONE | $83,633 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $75,504 | not reported in the loaded dataset | 2023 |
| R.M. Cheverie & Associates | NONE | $69,300 | not reported in the loaded dataset | 2023 |
| Labor First LLC | NONE | $51,001 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $40,620 | not reported in the loaded dataset | 2023 |
| Lower Hudson Valley Eap | NONE | $18,892 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Iupat District Council 11 Health
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Meriden, CT
- Zenith American Solutions Inc — Schedule C compensation
- Anthem Health Plans Inc — Schedule C compensation
- Anchor Capital Advisors — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Zelis Claims Integrity Inc — Schedule C compensation
- Segal Company — Schedule C compensation
- R.M. Cheverie & Associates — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Lower Hudson Valley Eap — Schedule C compensation