United Helpers Group Health Plan Trust — Form 5500 plan (United Helpers Management Company)
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, United Helpers Group Health Plan Trust is a benefit plan reported by United Helpers Management Company under EIN 22-2428919 and plan number 505. The latest loaded filing year is 2023. The filing reports 158 participants and $4,418,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Helpers Management Company
- EIN
- 22-2428919
- Plan number
- 505
- Plan type
- 2
- Location
- Ogdensburg, NY
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $4,418,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241015135404NAL0028651905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,418,858
- Total liabilities (EOY)
- $20,384
- Net assets (EOY)
- $4,398,474
- Net assets (BOY)
- $3,824,219
Income & contributions
- Employer contributions
- $1,830,301
- Participant contributions
- $675,504
- Total contributions
- $2,505,805
- Total income / additions
- $2,639,499
Expenses & distributions
- Benefits paid
- $1,955,554
- Administrative expenses
- $109,690
- Total expenses
- $2,065,244
- Net increase / (decrease)
- $574,255
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $72,949 | $2,452 | 2023 |