Amalgamated Meat Cutters And Retail Food Store Employees Union Local 342 Health Care Fund — Form 5500 plan (Local 342 Health Care Fund And Retail)
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, Amalgamated Meat Cutters And Retail Food Store Employees Union Local 342 Health Care Fund is a benefit plan reported by Local 342 Health Care Fund And Retail under EIN 13-5626340 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,262 participants and $8,305,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 342 Health Care Fund And Retail
- EIN
- 13-5626340
- Plan number
- 501
- Plan type
- 1
- Location
- Bohemia, NY
- Latest filing year
- 2023
- Participants
- 3,262
- End-of-year plan assets
- $8,305,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,262 | H, C | 20241014175046NAL0013711363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,305,802
- Total liabilities (EOY)
- $13,911,510
- Net assets (EOY)
- -$5,605,708
- Net assets (BOY)
- -$10,672,236
Income & contributions
- Employer contributions
- $25,458,201
- Total contributions
- $25,458,201
- Total income / additions
- $25,526,563
Expenses & distributions
- Benefits paid
- $18,613,012
- Administrative expenses
- $1,847,023
- Total expenses
- $20,460,035
- Net increase / (decrease)
- $5,066,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Maganacare Administrative Services | NONE | $1,342,118 | $14,825 | 2023 |
| Amcu & Rfseu Local 342 Welfare Fund | RELATED PARTY | $950,000 | not reported in the loaded dataset | 2023 |
| Amcu & Rfseu Local 342 Group Legal | RELATED PARTY | $765,000 | not reported in the loaded dataset | 2023 |
| Empirx | NONE | $422,836 | not reported in the loaded dataset | 2023 |
| Ufcw Local 342 Union | RELATED PARTY | $145,527 | not reported in the loaded dataset | 2023 |
| Healthplex Inc | NONE | $115,437 | not reported in the loaded dataset | 2023 |
| Maura Duci | EMPLOYEE | $96,345 | not reported in the loaded dataset | 2023 |
| Dana Dicristina | EMPLOYEE | $78,859 | not reported in the loaded dataset | 2023 |
| Jackie Serpico | EMPLOYEE | $67,181 | not reported in the loaded dataset | 2023 |
| Annette Moye | EMPLOYEE | $58,929 | not reported in the loaded dataset | 2023 |
| Crystal Santiago | NONE | $58,755 | not reported in the loaded dataset | 2023 |
| Peter Iacono | EMPLOYEE | $53,346 | not reported in the loaded dataset | 2023 |
| Leighann Rossillo | EMPLOYEE | $52,947 | not reported in the loaded dataset | 2023 |
| Elizabeth Pope | EMPLOYEE | $50,048 | not reported in the loaded dataset | 2023 |
| Andrew Deangelis | EMPLOYEE | $48,961 | not reported in the loaded dataset | 2023 |
| Jerly Mathew | EMPLOYEE | $44,995 | not reported in the loaded dataset | 2023 |
| Dave Rodriguez | EMPLOYEE | $43,471 | not reported in the loaded dataset | 2023 |
| Odalis Guitierrez | EMPLOYEE | $41,090 | not reported in the loaded dataset | 2023 |
| Mary Thompson | EMPLOYEE | $38,458 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $38,064 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Lou Sollicito | EMPLOYEE | $34,619 | not reported in the loaded dataset | 2023 |
| Matrice Edmunds | EMPLOYEE | $33,258 | not reported in the loaded dataset | 2023 |
| Tenisha Williamson | TRUSTEE | $31,998 | not reported in the loaded dataset | 2023 |
| Alba Ramos | EMPLOYEE | $30,124 | not reported in the loaded dataset | 2023 |
| Carolina Martinez | EMPLOYEE | $29,935 | not reported in the loaded dataset | 2023 |
| Rafael Chavez | EMPLOYEE | $27,916 | not reported in the loaded dataset | 2023 |
| Lissette Nunez-Guzman | EMPLOYEE | $26,252 | not reported in the loaded dataset | 2023 |
| Irmaliz Fontanez | EMPLOYEE | $26,200 | not reported in the loaded dataset | 2023 |
| Denis Henry | EMPLOYEE | $26,154 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $24,818 | not reported in the loaded dataset | 2023 |
| Solarus Technologies | NONE | $17,906 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 342 Health Care Fund And Retail
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bohemia, NY
- Maganacare Administrative Services — Schedule C compensation
- Amcu & Rfseu Local 342 Welfare Fund — Schedule C compensation
- Amcu & Rfseu Local 342 Group Legal — Schedule C compensation
- Empirx — Schedule C compensation
- Ufcw Local 342 Union — Schedule C compensation
- Healthplex Inc — Schedule C compensation
- Maura Duci — Schedule C compensation
- Dana Dicristina — Schedule C compensation
- Jackie Serpico — Schedule C compensation
- Annette Moye — Schedule C compensation
- Crystal Santiago — Schedule C compensation
- Peter Iacono — Schedule C compensation
- Leighann Rossillo — Schedule C compensation
- Elizabeth Pope — Schedule C compensation
- Andrew Deangelis — Schedule C compensation
- Jerly Mathew — Schedule C compensation
- Dave Rodriguez — Schedule C compensation
- Odalis Guitierrez — Schedule C compensation
- Mary Thompson — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation
- Lou Sollicito — Schedule C compensation
- Matrice Edmunds — Schedule C compensation
- Tenisha Williamson — Schedule C compensation
- Alba Ramos — Schedule C compensation
- Carolina Martinez — Schedule C compensation
- Rafael Chavez — Schedule C compensation
- Lissette Nunez-Guzman — Schedule C compensation
- Irmaliz Fontanez — Schedule C compensation
- Denis Henry — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Solarus Technologies — Schedule C compensation