Employees Security Fund Of The Elec Ind Health And Welfare Plan — Form 5500 plan (Brd Of Tr Of The Empl Sec Fd Of The Elec Prod Ind-Health & Welfare Pl)
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, Employees Security Fund Of The Elec Ind Health And Welfare Plan is a benefit plan reported by Brd Of Tr Of The Empl Sec Fd Of The Elec Prod Ind-Health & Welfare Pl under EIN 13-6100908 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,101 participants and $17,969,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Tr Of The Empl Sec Fd Of The Elec Prod Ind-Health & Welfare Pl
- EIN
- 13-6100908
- Plan number
- 501
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 2,101
- End-of-year plan assets
- $17,969,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,101 | H, C | 20241013161346NAL0025997137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,969,652
- Total liabilities (EOY)
- $4,163,610
- Net assets (EOY)
- $13,806,042
- Net assets (BOY)
- $7,661,366
Income & contributions
- Employer contributions
- $24,599,197
- Participant contributions
- $73,661
- Total contributions
- $24,672,858
- Total income / additions
- $25,327,884
Expenses & distributions
- Benefits paid
- $17,408,173
- Administrative expenses
- $1,775,035
- Total expenses
- $19,183,208
- Net increase / (decrease)
- $6,144,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare | NONE | $872,115 | not reported in the loaded dataset | 2023 |
| Joint Industry Board | PLAN ADMINISTRATOR | $585,754 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $127,517 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $63,507 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services | NONE | $44,193 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | NONE | $20,019 | not reported in the loaded dataset | 2023 |
| Dd Services, Inc. | NONE | $17,304 | not reported in the loaded dataset | 2023 |
| Segal Marco | NONE | $11,250 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $507 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Tr Of The Empl Sec Fd Of The Elec Prod Ind-Health & Welfare Pl
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- Magnacare — Schedule C compensation
- Joint Industry Board — Schedule C compensation
- Express Scripts — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Alliant Insurance Services — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Dd Services, Inc. — Schedule C compensation
- Segal Marco — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation