Local 360 Health Fund — Form 5500 plan (Local 360 Health Fund Lafferty)
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 360 Health Fund is a benefit plan reported by Local 360 Health Fund Lafferty under EIN 22-6084338 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,736 participants and $7,496,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 360 Health Fund Lafferty
- EIN
- 22-6084338
- Plan number
- 501
- Plan type
- 1
- Location
- Mt. Laurel, NJ
- Latest filing year
- 2023
- Participants
- 1,736
- End-of-year plan assets
- $7,496,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,736 | H, C | 20241015141508NAL0016593427011 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,496,747
- Total liabilities (EOY)
- $1,265,255
- Net assets (EOY)
- $6,231,492
- Net assets (BOY)
- $6,397,647
Income & contributions
- Employer contributions
- $14,376,971
- Participant contributions
- $71,883
- Total contributions
- $14,448,854
- Total income / additions
- $14,656,808
Expenses & distributions
- Benefits paid
- $13,851,216
- Administrative expenses
- $971,747
- Total expenses
- $14,822,963
- Net increase / (decrease)
- -$166,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-State Administrators | NONE | $755,310 | not reported in the loaded dataset | 2023 |
| Independence Blue Cross | NONE | $341,265 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Brockius, Llp | NONE | $59,336 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $55,496 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc | NONE | $45,644 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, Pa | NONE | $37,520 | not reported in the loaded dataset | 2023 |
| Spear Wilderman Pc | NONE | $17,868 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $11,496 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 360 Health Fund Lafferty
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mt. Laurel, NJ
- Tri-State Administrators — Schedule C compensation
- Independence Blue Cross — Schedule C compensation
- Morgan, Lewis & Brockius, Llp — Schedule C compensation
- Cheiron — Schedule C compensation
- Express Scripts, Inc — Schedule C compensation
- Baratz & Associates, Pa — Schedule C compensation
- Spear Wilderman Pc — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation