Plan5500

Local 803 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of Local 803 Health & Welfare 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 803 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of Local 803 Health & Welfare Fund under EIN 13-6604595 and plan number 501. The latest loaded filing year is 2023. The filing reports 0 participants and $1,612,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Local 803 Health & Welfare Fund
EIN
13-6604595
Plan number
501
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
0
End-of-year plan assets
$1,612,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20250806165541NAL0003006929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,612,234
Total liabilities (EOY)
$20,000
Net assets (EOY)
$1,592,234
Net assets (BOY)
$1,463,346

Income & contributions

Total income / additions
$363,547

Expenses & distributions

Administrative expenses
$234,659
Total expenses
$234,659
Net increase / (decrease)
$128,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Friedman & AnspachNONE$36,000not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$20,000not reported in the loaded dataset2023
First Actuarial Consulting Team, LlNONE$17,000not reported in the loaded dataset2023
Segal Marco AdvisorsNONE$9,958not reported in the loaded dataset2023
Lucy GehaNONE$5,781not reported in the loaded dataset2023

Related Form 5500 pages