Bctgm Local 53 Health Benefits Fund — Form 5500 plan (Bd Of Trustees Bctgm Local 53 Health Benefits Fund)
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, Bctgm Local 53 Health Benefits Fund is a benefit plan reported by Bd Of Trustees Bctgm Local 53 Health Benefits Fund under EIN 11-1782177 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,633 participants and $24,994,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Bctgm Local 53 Health Benefits Fund
- EIN
- 11-1782177
- Plan number
- 501
- Plan type
- 1
- Location
- Rutherford, NJ
- Latest filing year
- 2023
- Participants
- 1,633
- End-of-year plan assets
- $24,994,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,633 | H, C | 20250218153259NAL0005565472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,994,504
- Total liabilities (EOY)
- $5,064,120
- Net assets (EOY)
- $19,930,384
- Net assets (BOY)
- $13,957,118
Income & contributions
- Employer contributions
- $32,517,186
- Participant contributions
- $28,018
- Total contributions
- $32,545,204
- Total income / additions
- $35,312,621
Expenses & distributions
- Benefits paid
- $27,495,593
- Administrative expenses
- $1,843,762
- Total expenses
- $29,339,355
- Net increase / (decrease)
- $5,973,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emblem Health | NONE | $1,115,907 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | PROV SVCS REL ORG | $81,354 | not reported in the loaded dataset | 2023 |
| Fuiman Mogila Llp | PROV SVCS REL ORG | $68,822 | not reported in the loaded dataset | 2023 |
| Amy Slyvchak | NONE | $67,941 | not reported in the loaded dataset | 2023 |
| Cadaret Grant | not reported in the loaded dataset | $54,878 | not reported in the loaded dataset | 2023 |
| Gladys Rodriguez | NONE | $52,007 | not reported in the loaded dataset | 2023 |
| Iliana Orozco | NONE | $50,639 | not reported in the loaded dataset | 2023 |
| Modern Administration Systems, LLC | NONE | $36,495 | not reported in the loaded dataset | 2023 |
| Quantum Financial Strategies | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Dickinson Group, LLC | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Sun Life Capital Management(Us) LLC | NONE | $23,719 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, L.P. | NONE | $9,045 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Bctgm Local 53 Health Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Rutherford, NJ
- Emblem Health — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Fuiman Mogila Llp — Schedule C compensation
- Amy Slyvchak — Schedule C compensation
- Cadaret Grant — Schedule C compensation
- Gladys Rodriguez — Schedule C compensation
- Iliana Orozco — Schedule C compensation
- Modern Administration Systems, LLC — Schedule C compensation
- Quantum Financial Strategies — Schedule C compensation
- Dickinson Group, LLC — Schedule C compensation
- Sun Life Capital Management(Us) LLC — Schedule C compensation
- Loomis Sayles & Company, L.P. — Schedule C compensation