Life Benefit Plan — Form 5500 plan (Board Of Trustees)
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, Life Benefit Plan is a benefit plan reported by Board Of Trustees under EIN 11-1708617 and plan number 501. The latest loaded filing year is 2023. The filing reports 651 participants and $5,055,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees
- EIN
- 11-1708617
- Plan number
- 501
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $5,055,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20241008150201NAL0009807139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,055,942
- Total liabilities (EOY)
- $537,483
- Net assets (EOY)
- $4,518,459
- Net assets (BOY)
- $4,173,857
Income & contributions
- Employer contributions
- $4,773,682
- Participant contributions
- $29,026
- Total contributions
- $4,802,708
- Total income / additions
- $4,894,987
Expenses & distributions
- Benefits paid
- $2,319,375
- Administrative expenses
- $2,229,481
- Total expenses
- $4,550,385
- Net increase / (decrease)
- $344,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| League Of International Federated | AFFILIATED UNION | $584,053 | not reported in the loaded dataset | 2023 |
| John N Mongello | HUSBAND-KATHY MONGELLO | $322,627 | not reported in the loaded dataset | 2023 |
| Jessica Gambino | DAUGHTER-KATHY MONGELLO | $179,990 | not reported in the loaded dataset | 2023 |
| Anthem Bluecross | NONE | $135,734 | not reported in the loaded dataset | 2023 |
| Adeptus Partners Cpas, LLC | NONE | $88,082 | not reported in the loaded dataset | 2023 |
| Deborah J Spadaro | NONE | $78,037 | not reported in the loaded dataset | 2023 |
| Monica Olszewski | NONE | $73,052 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $69,484 | not reported in the loaded dataset | 2023 |
| Danziger & Markhoff Llp | NONE | $68,285 | not reported in the loaded dataset | 2023 |
| Phyllis E Scafidi | NONE | $65,770 | not reported in the loaded dataset | 2023 |
| Infinity Business Solutions LLC | NONE | $63,942 | not reported in the loaded dataset | 2023 |
| United Labor Systems | NONE | $63,559 | not reported in the loaded dataset | 2023 |
| Kathy Mongello | WIFE-JOHN MONGELLO | $36,782 | not reported in the loaded dataset | 2023 |
| Ddi Consulting Services | NONE | $34,899 | not reported in the loaded dataset | 2023 |
| Multiplan, Inc | NONE | $28,476 | not reported in the loaded dataset | 2023 |
| General Vision Services, LLC | NONE | $27,045 | not reported in the loaded dataset | 2023 |
| Vac Insurance Agency | NONE | $15,200 | not reported in the loaded dataset | 2023 |
| Starr, Gern, Davison & Rubin Pc | AFFILIATED UNION ATTORNEY | $14,195 | not reported in the loaded dataset | 2023 |
| Cloudsafe Group LLC | NONE | $11,182 | not reported in the loaded dataset | 2023 |
| Paychex | NONE | $9,264 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- League Of International Federated — Schedule C compensation
- John N Mongello — Schedule C compensation
- Jessica Gambino — Schedule C compensation
- Anthem Bluecross — Schedule C compensation
- Adeptus Partners Cpas, LLC — Schedule C compensation
- Deborah J Spadaro — Schedule C compensation
- Monica Olszewski — Schedule C compensation
- Empirx Health — Schedule C compensation
- Danziger & Markhoff Llp — Schedule C compensation
- Phyllis E Scafidi — Schedule C compensation
- Infinity Business Solutions LLC — Schedule C compensation
- United Labor Systems — Schedule C compensation
- Kathy Mongello — Schedule C compensation
- Ddi Consulting Services — Schedule C compensation
- Multiplan, Inc — Schedule C compensation
- General Vision Services, LLC — Schedule C compensation
- Vac Insurance Agency — Schedule C compensation
- Starr, Gern, Davison & Rubin Pc — Schedule C compensation
- Cloudsafe Group LLC — Schedule C compensation
- Paychex — Schedule C compensation