Local 108 Health Expense Benefits Plan — Form 5500 plan (Retail Wholesale Department Store Union Local 108)
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 108 Health Expense Benefits Plan is a benefit plan reported by Retail Wholesale Department Store Union Local 108 under EIN 22-1171648 and plan number 501. The latest loaded filing year is 2023. The filing reports 249 participants and $13,688,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retail Wholesale Department Store Union Local 108
- EIN
- 22-1171648
- Plan number
- 501
- Plan type
- 1
- Location
- Maplewood, NJ
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $13,688,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20250514110222NAL0014124307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,688,678
- Total liabilities (EOY)
- $803,098
- Net assets (EOY)
- $12,885,580
- Net assets (BOY)
- $11,451,109
Income & contributions
- Employer contributions
- $3,493,634
- Total contributions
- $3,493,634
- Total income / additions
- $4,740,080
Expenses & distributions
- Benefits paid
- $2,949,774
- Administrative expenses
- $355,835
- Total expenses
- $3,305,609
- Net increase / (decrease)
- $1,434,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Blue Cross Blue Shield | NONE | $175,948 | $0 | 2023 |
| Rsda-Local 108 | RELATED LABOR UNION | $133,401 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | NONE | $37,134 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| M.D. Sass, LLC | NONE | $21,923 | not reported in the loaded dataset | 2023 |
| Cary Kane Llp | NONE | $12,700 | not reported in the loaded dataset | 2023 |
| Oxfeld Cohen, Pc | NONE | $12,296 | not reported in the loaded dataset | 2023 |
| Dds Inc | NONE | $10,740 | not reported in the loaded dataset | 2023 |
| Gianneschi Consulting, LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services LLC | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $7,772 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retail Wholesale Department Store Union Local 108
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Maplewood, NJ
- Horizon Blue Cross Blue Shield — Schedule C compensation
- Rsda-Local 108 — Schedule C compensation
- Charles Schwab & Co Inc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- M.D. Sass, LLC — Schedule C compensation
- Cary Kane Llp — Schedule C compensation
- Oxfeld Cohen, Pc — Schedule C compensation
- Dds Inc — Schedule C compensation
- Gianneschi Consulting, LLC — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation