Local 381 Group Insurance Fund — Form 5500 plan (Board Of Trustees Local 381 Group Insurance 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 381 Group Insurance Fund is a benefit plan reported by Board Of Trustees Local 381 Group Insurance Fund under EIN 13-6119572 and plan number 501. The latest loaded filing year is 2023. The filing reports 93 participants and $9,146,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 381 Group Insurance Fund
- EIN
- 13-6119572
- Plan number
- 501
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 93
- End-of-year plan assets
- $9,146,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 93 | H, C | 20241014074103NAL0052707442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,146,994
- Total liabilities (EOY)
- $260,773
- Net assets (EOY)
- $8,886,221
- Net assets (BOY)
- $9,022,341
Income & contributions
- Employer contributions
- $957,471
- Participant contributions
- $202,504
- Total contributions
- $1,159,975
- Total income / additions
- $1,570,397
Expenses & distributions
- Benefits paid
- $1,206,123
- Administrative expenses
- $500,394
- Total expenses
- $1,706,517
- Net increase / (decrease)
- -$136,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $56,834 | $0 | 2023 |
| Smith Affiliated Capital Corp | NONE | $29,168 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | ACCOUNTANT | $28,700 | not reported in the loaded dataset | 2023 |
| The Segal Co (Eastern States) Inc | NONE | $25,750 | not reported in the loaded dataset | 2023 |
| Syntonic Systems Inc | NONE | $25,398 | not reported in the loaded dataset | 2023 |
| Barnes Iaccarino & Shepherd Llp | ATTORNEY | $15,600 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Msi Technologies, LLC | NONE | $8,582 | not reported in the loaded dataset | 2023 |
| Alphonse Falco | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Terry Ohlinger | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $3,406 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 381 Group Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Empire Healthchoice Assurance Inc — Schedule C compensation
- Smith Affiliated Capital Corp — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- The Segal Co (Eastern States) Inc — Schedule C compensation
- Syntonic Systems Inc — Schedule C compensation
- Barnes Iaccarino & Shepherd Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Msi Technologies, LLC — Schedule C compensation
- Alphonse Falco — Schedule C compensation
- Terry Ohlinger — Schedule C compensation
- Bank Of America — Schedule C compensation