Union Mutual Medical Fund Health Plan — Form 5500 plan (Union Mutual Medical 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, Union Mutual Medical Fund Health Plan is a benefit plan reported by Union Mutual Medical Fund under EIN 22-2241328 and plan number 501. The latest loaded filing year is 2023. The filing reports 265 participants and $854,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Mutual Medical Fund
- EIN
- 22-2241328
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $854,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241024120201NAL0002058002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $854,969
- Net assets (EOY)
- $854,969
- Net assets (BOY)
- $1,299,384
Income & contributions
- Total income / additions
- $56,652
Expenses & distributions
- Benefits paid
- $299,048
- Administrative expenses
- $202,019
- Total expenses
- $501,067
- Net increase / (decrease)
- -$444,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Syntonic Systems, Inc. | PLAN ADMINISTRATOR | $96,000 | not reported in the loaded dataset | 2023 |
| Zelin & Associates Cpa LLC | AUDITOR | $45,995 | not reported in the loaded dataset | 2023 |
| Federation Pension Bureau | ACTUARY | $8,000 | not reported in the loaded dataset | 2023 |
| Palmer-Tanno Agency, Inc. | INSURANCE | $5,947 | not reported in the loaded dataset | 2023 |
| Leon Silverman | TRUSTEE | $5,000 | not reported in the loaded dataset | 2023 |
| Deborah Pearlman | TRUSTEE | $5,000 | not reported in the loaded dataset | 2023 |
| Paul Berkman | TRUSTEE | $5,000 | not reported in the loaded dataset | 2023 |
| Sylvia Parr | TRUSTEE | $5,000 | not reported in the loaded dataset | 2023 |
| Louis Flacks | TRUSTEE | $5,000 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Bd LLC | INVESTMENT MANAGEMENT | $4,478 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Mutual Medical Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Syntonic Systems, Inc. — Schedule C compensation
- Zelin & Associates Cpa LLC — Schedule C compensation
- Federation Pension Bureau — Schedule C compensation
- Palmer-Tanno Agency, Inc. — Schedule C compensation
- Leon Silverman — Schedule C compensation
- Deborah Pearlman — Schedule C compensation
- Paul Berkman — Schedule C compensation
- Sylvia Parr — Schedule C compensation
- Louis Flacks — Schedule C compensation
- Neuberger Berman Bd LLC — Schedule C compensation