Local 475 Health Plan — Form 5500 plan (Board Of Trustees Local 475 Health Plan)
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 475 Health Plan is a benefit plan reported by Board Of Trustees Local 475 Health Plan under EIN 13-6179467 and plan number 501. The latest loaded filing year is 2023. The filing reports 292 participants and $17,720,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 475 Health Plan
- EIN
- 13-6179467
- Plan number
- 501
- Plan type
- 1
- Location
- Pelham, NY
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $17,720,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241015192925NAL0049542208002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,720,882
- Total liabilities (EOY)
- $802,478
- Net assets (EOY)
- $16,918,404
- Net assets (BOY)
- $13,700,263
Income & contributions
- Employer contributions
- $7,767,294
- Participant contributions
- $1,881
- Total contributions
- $7,769,175
- Total income / additions
- $9,295,176
Expenses & distributions
- Benefits paid
- $5,434,081
- Administrative expenses
- $642,954
- Total expenses
- $6,077,035
- Net increase / (decrease)
- $3,218,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Ben Admin | not reported in the loaded dataset | $164,757 | not reported in the loaded dataset | 2023 |
| Anthem | not reported in the loaded dataset | $100,114 | not reported in the loaded dataset | 2023 |
| Peter Vaupel | FUND ADMINISTRATOR | $76,884 | not reported in the loaded dataset | 2023 |
| Eduardo Melendez | EMPLOYEE | $39,860 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | ATTORNEY | $32,168 | not reported in the loaded dataset | 2023 |
| Donna Colantuono | EMPLOYEE | $29,799 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $21,500 | not reported in the loaded dataset | 2023 |
| Cynomys, Inc. | ACTUARIAL | $20,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Medical Care Management | not reported in the loaded dataset | $9,227 | not reported in the loaded dataset | 2023 |
| D. D. Services, Inc. | CLAIMS PROCESSING | $8,976 | not reported in the loaded dataset | 2023 |
| Dahab Associates | INVESTMENT CONSULTANT | $8,543 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy, Inc. | CLAIM PROCESSING | $6,873 | not reported in the loaded dataset | 2023 |
| M&T Bank Trust & Pension Services | INVESTMENT CUSTODIAN | $5,734 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 475 Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pelham, NY
- Amalgamated Employee Ben Admin — Schedule C compensation
- Anthem — Schedule C compensation
- Peter Vaupel — Schedule C compensation
- Eduardo Melendez — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Donna Colantuono — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Cynomys, Inc. — Schedule C compensation
- Amalgamated Medical Care Management — Schedule C compensation
- D. D. Services, Inc. — Schedule C compensation
- Dahab Associates — Schedule C compensation
- Cvs Pharmacy, Inc. — Schedule C compensation
- M&T Bank Trust & Pension Services — Schedule C compensation