Local 802 Musicians Health Fund — Form 5500 plan (Board Of Trustees Local 802)
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 802 Musicians Health Fund is a benefit plan reported by Board Of Trustees Local 802 under EIN 13-6198844 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,723 participants and $9,355,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 802
- EIN
- 13-6198844
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,723
- End-of-year plan assets
- $9,355,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,723 | H, C | 20250714110301NAL0000639859002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,355,204
- Total liabilities (EOY)
- $2,418,476
- Net assets (EOY)
- $6,936,728
- Net assets (BOY)
- $6,431,425
Income & contributions
- Employer contributions
- $11,254,832
- Participant contributions
- $3,146,381
- Total contributions
- $14,401,213
- Total income / additions
- $16,049,539
Expenses & distributions
- Benefits paid
- $13,657,585
- Administrative expenses
- $1,886,651
- Total expenses
- $15,544,236
- Net increase / (decrease)
- $505,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lo. 802 Assoc. Musicians Of Gr. Ny | RELATED UNION | $842,010 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance, Inc. | NONE | $313,887 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $123,885 | $71,205 | 2023 |
| Save On Sp, LLC | NONE | $104,860 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $69,079 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon, Llp | UNION'S ATTORNEY | $61,444 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $59,715 | not reported in the loaded dataset | 2023 |
| Comprehensive Consulting Solutions | NONE | $58,806 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $42,209 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp Pc | UNION'S ACCOUNTANT | $42,000 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc | NONE | $21,358 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Kobgo Associates, Inc | NONE | $12,040 | not reported in the loaded dataset | 2023 |
| Adp Inc. | NONE | $9,936 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | not reported in the loaded dataset | $5,913 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 802
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Lo. 802 Assoc. Musicians Of Gr. Ny — Schedule C compensation
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Save On Sp, LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Cohen, Weiss & Simon, Llp — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Comprehensive Consulting Solutions — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Gould Kobrick & Schlapp Pc — Schedule C compensation
- Express Scripts, Inc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Kobgo Associates, Inc — Schedule C compensation
- Adp Inc. — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation