Plan5500

National Elevator Industry Health Benefit Plan — Form 5500 plan (National Elevator Industry Health Benefit Plan Board Of Trustees)

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, National Elevator Industry Health Benefit Plan is a benefit plan reported by National Elevator Industry Health Benefit Plan Board Of Trustees under EIN 23-2790911 and plan number 501. The latest loaded filing year is 2023. The filing reports 38,629 participants and $3,148,959,571 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Elevator Industry Health Benefit Plan Board Of Trustees
EIN
23-2790911
Plan number
501
Plan type
1
Location
Newtown Square, PA
Latest filing year
2023
Participants
38,629
End-of-year plan assets
$3,148,959,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202338,629H, C20241015150705NAL0016707315003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,148,959,571
Total liabilities (EOY)
$216,693,134
Net assets (EOY)
$2,932,266,437
Net assets (BOY)
$2,630,045,661

Income & contributions

Employer contributions
$820,148,405
Participant contributions
$91,595,998
Total contributions
$911,744,403
Total income / additions
$1,299,673,481

Expenses & distributions

Benefits paid
$946,586,478
Administrative expenses
$50,866,227
Total expenses
$997,452,705
Net increase / (decrease)
$302,220,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
HcscNONE$13,820,579$02023
Kingsman Holdings Inc Dba KeproNONE$4,676,284not reported in the loaded dataset2023
Employee Health Insurance Mgmt IncNONE$3,047,432not reported in the loaded dataset2023
Lyra Health, Inc.NONE$2,927,462not reported in the loaded dataset2023
Express Scripts (Medco)NONE$2,080,336not reported in the loaded dataset2023
Red Card Systems LLCNONE$1,563,200$347,3342023
Virta MedicalNONE$1,497,585not reported in the loaded dataset2023
Janus Henderson InvestorsNONE$1,178,511$02023
Basys IncNONE$781,753$127,4012023
Newmark Knight FrankNONE$892,924not reported in the loaded dataset2023
Lsv Asset ManagementNONE$724,518not reported in the loaded dataset2023
Aberdeen Asset ManagementNONE$631,320$02023
Zelis Claims Integrity IncNONE$567,410not reported in the loaded dataset2023
Segal CompanyNONE$532,557$30,0952023
Loomis Sayles & CoNONE$501,555not reported in the loaded dataset2023
Lord Abbett & Company LLCNONE$466,713$02023
Mept EdgemoreNONE$403,526not reported in the loaded dataset2023
O'Donoghue & O'DonoghueNONE$386,236not reported in the loaded dataset2023
Jpm Global Emerging MarketNONE$374,619not reported in the loaded dataset2023
Brandywine Global Investment MgmtNONE$321,641$02023
Pacific Investment Management CoNONE$278,717$02023
Cdw Direct LLCNONE$270,744not reported in the loaded dataset2023
Brookfield Us Inc.NONE$270,518not reported in the loaded dataset2023
Medical Review Inst Of AmericaNONE$258,626not reported in the loaded dataset2023
Colchester Global Investors LimitedNONE$232,373not reported in the loaded dataset2023
Employee AEMPLOYEE$214,934not reported in the loaded dataset2023
Aew Capital ManagementNONE$211,840not reported in the loaded dataset2023
Elavon Merchant ServicesNONE$207,758not reported in the loaded dataset2023
Daniel A. Winters & CoNONE$207,330not reported in the loaded dataset2023
Tierpoint LLCNONE$204,608not reported in the loaded dataset2023
First American Administrators IncNONE$199,085not reported in the loaded dataset2023
Invesco IbraNONE$198,748not reported in the loaded dataset2023
The Bank Of New York MellonNONE$186,294$02023
Employee BEMPLOYEE$176,854not reported in the loaded dataset2023
Optiv Security IncNONE$170,641not reported in the loaded dataset2023
Mackay Shields LLCNONE$164,537not reported in the loaded dataset2023
Premier Technology Solutions IncNONE$163,755not reported in the loaded dataset2023
Parametric PortfolioNONE$150,856not reported in the loaded dataset2023
Guardian Life InsuranceNONE$149,502not reported in the loaded dataset2023
Segal Marco AdvisorsNONE$147,225not reported in the loaded dataset2023
Employee CEMPLOYEE$134,578not reported in the loaded dataset2023
General Dynamics Information TechNONE$133,404not reported in the loaded dataset2023
Oracle America IncNONE$133,129not reported in the loaded dataset2023
Wells Fargo Bank NaNONE$131,448not reported in the loaded dataset2023
Smart Data Solutions IncNONE$119,724not reported in the loaded dataset2023
Employee DEMPLOYEE$117,480not reported in the loaded dataset2023
Optum Health Care SolutionsNONE$114,415not reported in the loaded dataset2023
Mellon Capital ManagementNONE$113,050not reported in the loaded dataset2023
Employee EEMPLOYEE$112,604not reported in the loaded dataset2023
Employee FEMPLOYEE$111,370not reported in the loaded dataset2023
Employee GEMPLOYEE$110,703not reported in the loaded dataset2023
Employee HEMPLOYEE$110,533not reported in the loaded dataset2023
Beacon Health Options IncNONE$101,094not reported in the loaded dataset2023
Employee IEMPLOYEE$95,530not reported in the loaded dataset2023
Employee JEMPLOYEE$89,909not reported in the loaded dataset2023
Employee KEMPLOYEE$88,119not reported in the loaded dataset2023
Employee LEMPLOYEE$86,287not reported in the loaded dataset2023
Verizon Business Network SvcsNONE$84,875not reported in the loaded dataset2023
Seyfarth Shaw LlpNONE$83,246not reported in the loaded dataset2023
Employee MEMPLOYEE$83,167not reported in the loaded dataset2023
Employee NEMPLOYEE$82,577not reported in the loaded dataset2023
Employee OEMPLOYEE$82,211not reported in the loaded dataset2023
Employee PEMPLOYEE$78,269not reported in the loaded dataset2023
Employee QEMPLOYEE$76,399not reported in the loaded dataset2023
Employee REMPLOYEE$74,032not reported in the loaded dataset2023
Employee SEMPLOYEE$73,317not reported in the loaded dataset2023
Employee TEMPLOYEE$73,294not reported in the loaded dataset2023
Employee UEMPLOYEE$73,162not reported in the loaded dataset2023
Kelly PressNONE$72,481not reported in the loaded dataset2023
Employee VEMPLOYEE$70,500not reported in the loaded dataset2023
Employee WEMPLOYEE$70,163not reported in the loaded dataset2023
Employee XEMPLOYEE$70,121not reported in the loaded dataset2023
Employee YEMPLOYEE$69,374not reported in the loaded dataset2023
Employee ZEMPLOYEE$68,626not reported in the loaded dataset2023
Employee AaEMPLOYEE$66,671not reported in the loaded dataset2023
Employee AbEMPLOYEE$65,665not reported in the loaded dataset2023
Employee AcEMPLOYEE$65,135not reported in the loaded dataset2023
Employee AdEMPLOYEE$65,134not reported in the loaded dataset2023
Employee AeEMPLOYEE$64,322not reported in the loaded dataset2023
Employee AfEMPLOYEE$63,415not reported in the loaded dataset2023
Employee AgEMPLOYEE$61,337not reported in the loaded dataset2023
Employee AhEMPLOYEE$61,049not reported in the loaded dataset2023
Employee AiEMPLOYEE$60,524not reported in the loaded dataset2023
Employee AjEMPLOYEE$60,507not reported in the loaded dataset2023
Employee AkEMPLOYEE$60,134not reported in the loaded dataset2023
Employee AlEMPLOYEE$59,339not reported in the loaded dataset2023
Employee AmEMPLOYEE$59,300not reported in the loaded dataset2023
Employee AnEMPLOYEE$58,399not reported in the loaded dataset2023
Employee AoEMPLOYEE$58,049not reported in the loaded dataset2023
Employee ApEMPLOYEE$57,617not reported in the loaded dataset2023
Comcast Cable CommunicationsNONE$55,042not reported in the loaded dataset2023
Income Research ManagementNONE$54,790not reported in the loaded dataset2023
Employee AqEMPLOYEE$53,903not reported in the loaded dataset2023
Employee ArEMPLOYEE$52,828not reported in the loaded dataset2023
Employee AsEMPLOYEE$51,804not reported in the loaded dataset2023
Employee AtEMPLOYEE$51,573not reported in the loaded dataset2023
Employee AuEMPLOYEE$51,241not reported in the loaded dataset2023
Employee AvEMPLOYEE$50,615not reported in the loaded dataset2023
Employee AwEMPLOYEE$49,799not reported in the loaded dataset2023
Dearborn Life Insurance CompanyNONE$49,775not reported in the loaded dataset2023
Standard RegisterNONE$49,746not reported in the loaded dataset2023
Employee AxEMPLOYEE$49,007not reported in the loaded dataset2023
Employee AyEMPLOYEE$48,494not reported in the loaded dataset2023
Employee AzEMPLOYEE$48,478not reported in the loaded dataset2023
Gilbert & Sackman A Law CorpNONE$48,414not reported in the loaded dataset2023
Employee BaEMPLOYEE$47,721not reported in the loaded dataset2023
Employee BbEMPLOYEE$47,485not reported in the loaded dataset2023
Employee BcEMPLOYEE$46,249not reported in the loaded dataset2023
Employee BdEMPLOYEE$46,004not reported in the loaded dataset2023
Employee BeEMPLOYEE$45,935not reported in the loaded dataset2023
Employee BfEMPLOYEE$45,761not reported in the loaded dataset2023
Employee BgEMPLOYEE$45,627not reported in the loaded dataset2023
Employee BhEMPLOYEE$45,532not reported in the loaded dataset2023
Employee BiEMPLOYEE$45,430not reported in the loaded dataset2023
Employee BjEMPLOYEE$44,776not reported in the loaded dataset2023
Employee BkEMPLOYEE$44,460not reported in the loaded dataset2023
Employee BlEMPLOYEE$44,061not reported in the loaded dataset2023
Employee BmEMPLOYEE$44,018not reported in the loaded dataset2023
Employee BnEMPLOYEE$43,398not reported in the loaded dataset2023
Employee BoEMPLOYEE$43,105not reported in the loaded dataset2023
Avaya IncNONE$43,030not reported in the loaded dataset2023
Audionet AmericaNONE$41,195not reported in the loaded dataset2023
Employee BpEMPLOYEE$40,740not reported in the loaded dataset2023
Employee BqEMPLOYEE$39,847not reported in the loaded dataset2023
Employee BrEMPLOYEE$39,703not reported in the loaded dataset2023
Employee BsEMPLOYEE$39,091not reported in the loaded dataset2023
Employee BtEMPLOYEE$38,820not reported in the loaded dataset2023
Employee BuEMPLOYEE$38,293not reported in the loaded dataset2023
Employee BvEMPLOYEE$37,822not reported in the loaded dataset2023
Employee BwEMPLOYEE$37,105not reported in the loaded dataset2023
Employee BxEMPLOYEE$36,140not reported in the loaded dataset2023
Employee ByEMPLOYEE$36,129not reported in the loaded dataset2023
Employee BzEMPLOYEE$36,114not reported in the loaded dataset2023
ElireNONE$35,313not reported in the loaded dataset2023
Employee CaEMPLOYEE$35,261not reported in the loaded dataset2023
Employee CbEMPLOYEE$34,835not reported in the loaded dataset2023
Employee CcEMPLOYEE$34,602not reported in the loaded dataset2023
Employee CdEMPLOYEE$34,243not reported in the loaded dataset2023
Employee CeEMPLOYEE$32,675not reported in the loaded dataset2023
Employee CfEMPLOYEE$32,614not reported in the loaded dataset2023
Employee CgEMPLOYEE$32,261not reported in the loaded dataset2023
Employee ChEMPLOYEE$32,240not reported in the loaded dataset2023
Employee CiEMPLOYEE$32,027not reported in the loaded dataset2023
Peopleshare LLCNONE$31,906not reported in the loaded dataset2023
Employee CjEMPLOYEE$31,899not reported in the loaded dataset2023
Nimbusnow, LLCNONE$31,520not reported in the loaded dataset2023
Change Healthcare Bus FulfillmentNONE$30,438not reported in the loaded dataset2023
Employee CkEMPLOYEE$30,150not reported in the loaded dataset2023
Employee ClEMPLOYEE$29,314not reported in the loaded dataset2023
Employee CmEMPLOYEE$29,182not reported in the loaded dataset2023
Employee CnEMPLOYEE$27,579not reported in the loaded dataset2023
Automatic Data ProcessingNONE$27,311not reported in the loaded dataset2023
Employee CoEMPLOYEE$26,484not reported in the loaded dataset2023
Employee CpEMPLOYEE$25,845not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$0$25,7592023
Employee CqEMPLOYEE$25,578not reported in the loaded dataset2023
Syxsense Inc.NONE$22,927not reported in the loaded dataset2023
FirstproNONE$18,453not reported in the loaded dataset2023
Allsup IncNONE$18,445not reported in the loaded dataset2023
Nat'L Health Care Anti-Fraud Assoc.NONE$18,200not reported in the loaded dataset2023
Gottlieb & Greenspan LLCNONE$17,500not reported in the loaded dataset2023
Atlantic Data SecurityNONE$15,858not reported in the loaded dataset2023
NccmpNONE$14,750not reported in the loaded dataset2023
Pitney Bowes Global Financial SvcsNONE$14,423not reported in the loaded dataset2023
Citrix Systems IncNONE$14,089not reported in the loaded dataset2023
Hartford Fire Insurance CompanyNONE$13,920not reported in the loaded dataset2023
Iron MountainNONE$12,328not reported in the loaded dataset2023
Canon Financial ServicesNONE$12,300not reported in the loaded dataset2023
Assetsure, LLCNONE$11,258not reported in the loaded dataset2023
StaplesNONE$9,127not reported in the loaded dataset2023
Robein, Urann, Spencer, Et, AlNONE$7,464not reported in the loaded dataset2023
Verizon WirelessNONE$7,341not reported in the loaded dataset2023
HdmsNONE$6,417not reported in the loaded dataset2023
Fraser Advanced Information SystemsNONE$5,643not reported in the loaded dataset2023
Convergeone, IncNONE$5,241not reported in the loaded dataset2023
Consumer Wellness SolutionsNONE$5,110not reported in the loaded dataset2023

Related Form 5500 pages