Health & Welfare Fund Of Local Union 373 U.A. — Form 5500 plan (Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A.)
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, Health & Welfare Fund Of Local Union 373 U.A. is a benefit plan reported by Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A. under EIN 13-3593163 and plan number 501. The latest loaded filing year is 2023. The filing reports 290 participants and $14,948,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A.
- EIN
- 13-3593163
- Plan number
- 501
- Plan type
- 1
- Location
- Mountainville, NY
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $14,948,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241009133123NAL0009263107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,948,259
- Total liabilities (EOY)
- $2,204,580
- Net assets (EOY)
- $12,743,679
- Net assets (BOY)
- $11,250,111
Income & contributions
- Employer contributions
- $7,581,888
- Total contributions
- $7,581,888
- Total income / additions
- $9,314,048
Expenses & distributions
- Benefits paid
- $7,499,972
- Administrative expenses
- $320,508
- Total expenses
- $7,820,480
- Net increase / (decrease)
- $1,493,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Health Choice Assurance, Inc | NONE | $119,305 | $0 | 2023 |
| Empire Health Choice Hmo, Inc | NONE | $61,063 | $0 | 2023 |
| Labor First | NONE | $48,283 | $0 | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $32,680 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants A | NONE | $28,100 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc | NONE | $20,837 | $0 | 2023 |
| Summit Actuarial Services LLC | NONE | $19,350 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $15,330 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $15,017 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $14,231 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mountainville, NY
- Empire Health Choice Assurance, Inc — Schedule C compensation
- Empire Health Choice Hmo, Inc — Schedule C compensation
- Labor First — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Mspc Certified Public Accountants A — Schedule C compensation
- Stacey Braun Associates, Inc — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Barnes, Iaccarino & Shepherd, Llp — Schedule C compensation
- Boston Partners — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Merrill Lynch — Schedule C compensation