Local 298 Health Benefit Fund Ii — Form 5500 plan (Board Of Trustees Of Local 298 Health Benefit Fund Ii)
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, Local 298 Health Benefit Fund Ii is a benefit plan reported by Board Of Trustees Of Local 298 Health Benefit Fund Ii under EIN 11-1955915 and plan number 501. The latest loaded filing year is 2023. The filing reports 389 participants and $4,947,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 298 Health Benefit Fund Ii
- EIN
- 11-1955915
- Plan number
- 501
- Plan type
- 1
- Location
- Valley Stream, NY
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $4,947,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20250515090639NAL0013314995002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,947,409
- Total liabilities (EOY)
- $1,036,408
- Net assets (EOY)
- $3,911,001
- Net assets (BOY)
- $2,855,574
Income & contributions
- Employer contributions
- $4,151,704
- Total contributions
- $4,151,704
- Total income / additions
- $5,174,866
Expenses & distributions
- Benefits paid
- $3,383,489
- Administrative expenses
- $735,950
- Total expenses
- $4,119,439
- Net increase / (decrease)
- $1,055,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| V. Lagreca | FUND MANAGER | $179,126 | $0 | 2023 |
| Dickinson Group | THIRD PARTY ADM. | $126,547 | $0 | 2023 |
| Mccarthy & Preece Llp | LAWYER | $34,800 | $0 | 2023 |
| Nora Roa | EMPLOYEE | $15,541 | $0 | 2023 |
| A. Digiovani | CLERICAL | $14,659 | $0 | 2023 |
| N. Jean Charles | CLERICAL | $13,707 | $0 | 2023 |
| Anthony Rainone | EMPLOYEE | $11,255 | $0 | 2023 |
| Summit Actuarial Services | ACTUARY | $10,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 298 Health Benefit Fund Ii
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Stream, NY
- V. Lagreca — Schedule C compensation
- Dickinson Group — Schedule C compensation
- Mccarthy & Preece Llp — Schedule C compensation
- Nora Roa — Schedule C compensation
- A. Digiovani — Schedule C compensation
- N. Jean Charles — Schedule C compensation
- Anthony Rainone — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation