Local 812 Health Fund — Form 5500 plan (Board Of Trustees Local 812 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 812 Health Fund is a benefit plan reported by Board Of Trustees Local 812 Health Fund under EIN 13-6162404 and plan number 502. The latest loaded filing year is 2023. The filing reports 3,607 participants and $12,829,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 812 Health Fund
- EIN
- 13-6162404
- Plan number
- 502
- Plan type
- 1
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 3,607
- End-of-year plan assets
- $12,829,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,607 | H, C | 20241015141526NAL0028727233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,829,281
- Total liabilities (EOY)
- $24,112,687
- Net assets (EOY)
- -$11,283,406
- Net assets (BOY)
- -$16,384,007
Income & contributions
- Employer contributions
- $48,164,393
- Participant contributions
- $97,898
- Total contributions
- $48,262,291
- Total income / additions
- $50,672,069
Expenses & distributions
- Benefits paid
- $44,464,519
- Administrative expenses
- $1,106,949
- Total expenses
- $45,571,468
- Net increase / (decrease)
- $5,100,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare Admin. Services, LLC | NONE | $2,496,109 | $44,619 | 2023 |
| Tpa Computer Corp | NONE | $0 | $475,834 | 2023 |
| Cary Kane Llp | NONE | $233,207 | not reported in the loaded dataset | 2023 |
| James Green Esq | NONE | $165,000 | not reported in the loaded dataset | 2023 |
| Sele-Dent, Inc. | NONE | $36,348 | $84,123 | 2023 |
| The Segal Company | NONE | $99,258 | not reported in the loaded dataset | 2023 |
| Telemedicine Management, Inc. | NONE | $96,206 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $93,492 | not reported in the loaded dataset | 2023 |
| Teamsters Center Services Fund | NONE | $92,269 | not reported in the loaded dataset | 2023 |
| Amplifon(Usa), Inc. | NONE | $78,990 | not reported in the loaded dataset | 2023 |
| National Labor Benefits | NONE | $75,718 | not reported in the loaded dataset | 2023 |
| Joseph Geremina | EMPLOYEE | $56,899 | not reported in the loaded dataset | 2023 |
| John A. Bowen | EMPLOYEE | $56,714 | not reported in the loaded dataset | 2023 |
| Lisa Berry | EMPLOYEE | $38,994 | not reported in the loaded dataset | 2023 |
| Colleen Brady | EMPLOYEE | $32,308 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $21,614 | not reported in the loaded dataset | 2023 |
| Perfect Printing Solutions, Inc. | NONE | $12,821 | not reported in the loaded dataset | 2023 |
| Signature Securities Group | NONE | $12,318 | not reported in the loaded dataset | 2023 |
| Flagstar Advisors | NONE | $10,340 | not reported in the loaded dataset | 2023 |
| Andre Gonzales | NONE | $9,405 | not reported in the loaded dataset | 2023 |
| Sdbwu Local 812 Ibt | AFFILIATED UNION | $7,526 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $5,919 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 812 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- Magnacare Admin. Services, LLC — Schedule C compensation
- Tpa Computer Corp — Schedule C compensation
- Cary Kane Llp — Schedule C compensation
- James Green Esq — Schedule C compensation
- Sele-Dent, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Telemedicine Management, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Teamsters Center Services Fund — Schedule C compensation
- Amplifon(Usa), Inc. — Schedule C compensation
- National Labor Benefits — Schedule C compensation
- Joseph Geremina — Schedule C compensation
- John A. Bowen — Schedule C compensation
- Lisa Berry — Schedule C compensation
- Colleen Brady — Schedule C compensation
- Optumrx — Schedule C compensation
- Perfect Printing Solutions, Inc. — Schedule C compensation
- Signature Securities Group — Schedule C compensation
- Flagstar Advisors — Schedule C compensation
- Andre Gonzales — Schedule C compensation
- Sdbwu Local 812 Ibt — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation