District Council 37 Local 389 Home Care Employees Health And Welfare Fund — Form 5500 plan (District Council 37 - Local 389 Home Care Employees Health And Welfare)
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, District Council 37 Local 389 Home Care Employees Health And Welfare Fund is a benefit plan reported by District Council 37 - Local 389 Home Care Employees Health And Welfare under EIN 13-3505523 and plan number 501. The latest loaded filing year is 2023. The filing reports 661 participants and $21,942,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- District Council 37 - Local 389 Home Care Employees Health And Welfare
- EIN
- 13-3505523
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $21,942,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20241015131848NAL0014704723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,942,172
- Total liabilities (EOY)
- $1,642,913
- Net assets (EOY)
- $20,299,259
- Net assets (BOY)
- $19,298,357
Income & contributions
- Employer contributions
- $4,542,113
- Participant contributions
- $312,385
- Total contributions
- $4,854,498
- Total income / additions
- $6,762,604
Expenses & distributions
- Benefits paid
- $4,094,856
- Administrative expenses
- $1,666,846
- Total expenses
- $5,761,702
- Net increase / (decrease)
- $1,000,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Browne Legal Consulting Pllc | CONSULTING - ADMIN | $189,000 | not reported in the loaded dataset | 2023 |
| Lavette S. Morgan-Smyer | EMPLOYEE | $72,510 | not reported in the loaded dataset | 2023 |
| Shari S. Kravitz | EMPLOYEE | $67,614 | not reported in the loaded dataset | 2023 |
| Cynthia A Lang | EMPLOYEE | $67,507 | not reported in the loaded dataset | 2023 |
| Achraf Kamel | EMPLOYEE | $64,963 | not reported in the loaded dataset | 2023 |
| Savi Thomas | EMPLOYEE | $64,701 | not reported in the loaded dataset | 2023 |
| Joseph F. Harnos | EMPLOYEE | $62,925 | not reported in the loaded dataset | 2023 |
| Angela Truong | EMPLOYEE | $49,757 | not reported in the loaded dataset | 2023 |
| Rogoff & Company P.C. | AUDITOR | $47,000 | not reported in the loaded dataset | 2023 |
| Daniel H. Cook Associates, Inc. | CLAIMS PROCESSING | $37,830 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services LLC | ACTUARIAL | $36,000 | not reported in the loaded dataset | 2023 |
| Segal Advisors Inc | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | INVESTMENT MANAGEMENT | $13,811 | $0 | 2023 |
| Vitech Systems Group Inc | COMPUTER SERVICES | $13,464 | not reported in the loaded dataset | 2023 |
| Ford & Harrison Llp | ATTORNEY | $8,000 | not reported in the loaded dataset | 2023 |
| Cohen Weiss & Simon Llp | ATTORNEY | $7,878 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for District Council 37 - Local 389 Home Care Employees Health And Welfare
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Browne Legal Consulting Pllc — Schedule C compensation
- Lavette S. Morgan-Smyer — Schedule C compensation
- Shari S. Kravitz — Schedule C compensation
- Cynthia A Lang — Schedule C compensation
- Achraf Kamel — Schedule C compensation
- Savi Thomas — Schedule C compensation
- Joseph F. Harnos — Schedule C compensation
- Angela Truong — Schedule C compensation
- Rogoff & Company P.C. — Schedule C compensation
- Daniel H. Cook Associates, Inc. — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Segal Advisors Inc — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Vitech Systems Group Inc — Schedule C compensation
- Ford & Harrison Llp — Schedule C compensation
- Cohen Weiss & Simon Llp — Schedule C compensation