Bricklayers & Allied Craftworkers Local 2, Albany, Ny Health Benefit Fund — Form 5500 plan (Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F)
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, Bricklayers & Allied Craftworkers Local 2, Albany, Ny Health Benefit Fund is a benefit plan reported by Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F under EIN 14-1461803 and plan number 501. The latest loaded filing year is 2023. The filing reports 638 participants and $13,480,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F
- EIN
- 14-1461803
- Plan number
- 501
- Plan type
- 1
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $13,480,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20250212062925NAL0010707427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,480,709
- Total liabilities (EOY)
- $1,313,343
- Net assets (EOY)
- $12,167,366
- Net assets (BOY)
- $11,419,089
Income & contributions
- Employer contributions
- $7,068,745
- Participant contributions
- $1,452,004
- Total contributions
- $8,520,749
- Total income / additions
- $9,335,351
Expenses & distributions
- Benefits paid
- $7,905,035
- Administrative expenses
- $682,039
- Total expenses
- $8,587,074
- Net increase / (decrease)
- $748,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mvp Select Care, Inc | NONE | $215,703 | not reported in the loaded dataset | 2023 |
| Meghan Lefsyk | NONE | $84,717 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $71,736 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $68,175 | not reported in the loaded dataset | 2023 |
| Stacy Redmond | NONE | $65,069 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc | NONE | $47,200 | $0 | 2023 |
| Michele Doughtie | NONE | $43,141 | not reported in the loaded dataset | 2023 |
| Lisa Wallin | NONE | $41,221 | not reported in the loaded dataset | 2023 |
| Modern Administration Systems LLC | NONE | $33,621 | not reported in the loaded dataset | 2023 |
| Benjamin Zonca | NONE | $25,378 | not reported in the loaded dataset | 2023 |
| Integra Consulting, Inc | NONE | $19,936 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $18,878 | $0 | 2023 |
| Joseph W Mccarthy & Associates | NONE | $14,979 | not reported in the loaded dataset | 2023 |
| Secure Network Technologies | NONE | $14,600 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc | NONE | $13,960 | not reported in the loaded dataset | 2023 |
| Checkwise Payroll LLC | NONE | $7,924 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management | NONE | $6,849 | not reported in the loaded dataset | 2023 |
| Ocio Monitor | NONE | $5,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Mvp Select Care, Inc — Schedule C compensation
- Meghan Lefsyk — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Stacy Redmond — Schedule C compensation
- Bolton Partners Northeast, Inc — Schedule C compensation
- Michele Doughtie — Schedule C compensation
- Lisa Wallin — Schedule C compensation
- Modern Administration Systems LLC — Schedule C compensation
- Benjamin Zonca — Schedule C compensation
- Integra Consulting, Inc — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Joseph W Mccarthy & Associates — Schedule C compensation
- Secure Network Technologies — Schedule C compensation
- Express Scripts, Inc — Schedule C compensation
- Checkwise Payroll LLC — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Ocio Monitor — Schedule C compensation