Local 807 Labor-Management Health Fund — Form 5500 plan (Board Of Trustees Of The Local 807 Labor-Management Health 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, Local 807 Labor-Management Health Fund is a benefit plan reported by Board Of Trustees Of The Local 807 Labor-Management Health Fund under EIN 13-5548780 and plan number 501. The latest loaded filing year is 2023. The filing reports 522 participants and $77,668,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Local 807 Labor-Management Health Fund
- EIN
- 13-5548780
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $77,668,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20250317083101NAL0001473265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,668,998
- Total liabilities (EOY)
- $2,597,257
- Net assets (EOY)
- $75,071,741
- Net assets (BOY)
- $70,660,809
Income & contributions
- Employer contributions
- $10,734,405
- Participant contributions
- $114,354
- Total contributions
- $10,848,759
- Total income / additions
- $17,731,198
Expenses & distributions
- Benefits paid
- $11,804,781
- Administrative expenses
- $1,515,485
- Total expenses
- $13,320,266
- Net increase / (decrease)
- $4,410,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare Administrative Svcs, LLC | NONE | $295,490 | not reported in the loaded dataset | 2023 |
| The Segal Co (Eastern States), Inc. | NONE | $245,896 | not reported in the loaded dataset | 2023 |
| Empire Blue Cross Blue Shield | NONE | $200,578 | not reported in the loaded dataset | 2023 |
| Boyle, Sean | NONE | $129,962 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $115,540 | not reported in the loaded dataset | 2023 |
| Turkovic, Branca | NONE | $102,303 | not reported in the loaded dataset | 2023 |
| Delmar, Michelle | NONE | $94,040 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $93,660 | not reported in the loaded dataset | 2023 |
| Casanova, Teresa | NONE | $83,076 | not reported in the loaded dataset | 2023 |
| Ortiz, Nancy | NONE | $75,570 | not reported in the loaded dataset | 2023 |
| Garcia, Lorena | NONE | $59,753 | not reported in the loaded dataset | 2023 |
| David W. New P.C. | NONE | $57,608 | not reported in the loaded dataset | 2023 |
| Marengo, Danielle | NONE | $56,055 | not reported in the loaded dataset | 2023 |
| Batista, Julissa | NONE | $52,088 | not reported in the loaded dataset | 2023 |
| Barksdale Investment Management | NONE | $47,996 | not reported in the loaded dataset | 2023 |
| Molina, Jocelina | NONE | $47,750 | not reported in the loaded dataset | 2023 |
| Ramchandani, Radhika | NONE | $47,727 | not reported in the loaded dataset | 2023 |
| Lore, Linda | NONE | $37,195 | not reported in the loaded dataset | 2023 |
| Melamud, Irina | NONE | $36,724 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions, Inc. | NONE | $23,984 | not reported in the loaded dataset | 2023 |
| Mr. Microchip Software Center, Inc. | NONE | $18,073 | not reported in the loaded dataset | 2023 |
| Administrative Services Only, Inc. | NONE | $17,969 | not reported in the loaded dataset | 2023 |
| Medreview, Inc. | NONE | $12,096 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $7,937 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services,Inc | NONE | $0 | $7,920 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Local 807 Labor-Management Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Magnacare Administrative Svcs, LLC — Schedule C compensation
- The Segal Co (Eastern States), Inc. — Schedule C compensation
- Empire Blue Cross Blue Shield — Schedule C compensation
- Boyle, Sean — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Turkovic, Branca — Schedule C compensation
- Delmar, Michelle — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Casanova, Teresa — Schedule C compensation
- Ortiz, Nancy — Schedule C compensation
- Garcia, Lorena — Schedule C compensation
- David W. New P.C. — Schedule C compensation
- Marengo, Danielle — Schedule C compensation
- Batista, Julissa — Schedule C compensation
- Barksdale Investment Management — Schedule C compensation
- Molina, Jocelina — Schedule C compensation
- Ramchandani, Radhika — Schedule C compensation
- Lore, Linda — Schedule C compensation
- Melamud, Irina — Schedule C compensation
- Premier Technology Solutions, Inc. — Schedule C compensation
- Mr. Microchip Software Center, Inc. — Schedule C compensation
- Administrative Services Only, Inc. — Schedule C compensation
- Medreview, Inc. — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Segal Select Insurance Services,Inc — Schedule C compensation