Health Fund 917 — Form 5500 plan (Board Of Trustees Of Health Fund 917)
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 Fund 917 is a benefit plan reported by Board Of Trustees Of Health Fund 917 under EIN 13-6129427 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,223 participants and $43,889,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Health Fund 917
- EIN
- 13-6129427
- Plan number
- 501
- Plan type
- 1
- Location
- Floral Park, NY
- Latest filing year
- 2023
- Participants
- 1,223
- End-of-year plan assets
- $43,889,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,223 | H, C | 20250204172036NAL0004634291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,889,815
- Total liabilities (EOY)
- $5,905,806
- Net assets (EOY)
- $37,984,009
- Net assets (BOY)
- $40,767,954
Income & contributions
- Employer contributions
- $17,322,560
- Participant contributions
- $62,995
- Total contributions
- $17,385,555
- Total income / additions
- $18,284,604
Expenses & distributions
- Benefits paid
- $20,473,851
- Administrative expenses
- $594,698
- Total expenses
- $21,068,549
- Net increase / (decrease)
- -$2,783,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $357,262 | $0 | 2023 |
| Zenith American Solutions | NONE | $326,885 | not reported in the loaded dataset | 2023 |
| Ana Tang | NONE | $117,291 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $86,640 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $74,366 | not reported in the loaded dataset | 2023 |
| Ana Mendoza | NONE | $70,444 | not reported in the loaded dataset | 2023 |
| Tarter, Krinsky & Drogin, Llp | NONE | $65,488 | not reported in the loaded dataset | 2023 |
| Amalgamated Medical Management, Inc | NONE | $60,441 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Inc. | NONE | $48,667 | not reported in the loaded dataset | 2023 |
| Teamster Center Services | NONE | $30,975 | not reported in the loaded dataset | 2023 |
| Healthplex, Inc | NONE | $23,476 | not reported in the loaded dataset | 2023 |
| Bolton | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $14,676 | $0 | 2023 |
| United Healthcare Insurance Co. | NONE | $14,032 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Health Fund 917
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Floral Park, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Ana Tang — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Ana Mendoza — Schedule C compensation
- Tarter, Krinsky & Drogin, Llp — Schedule C compensation
- Amalgamated Medical Management, Inc — Schedule C compensation
- First Actuarial Consulting Inc. — Schedule C compensation
- Teamster Center Services — Schedule C compensation
- Healthplex, Inc — Schedule C compensation
- Bolton — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- United Healthcare Insurance Co. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation