Susquehanna Laborers Combined Health And Welfare F — Form 5500 plan (Trustees Of Susquehanna Laborers Combined Health And Welfare 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, Susquehanna Laborers Combined Health And Welfare F is a benefit plan reported by Trustees Of Susquehanna Laborers Combined Health And Welfare Fund under EIN 23-6426910 and plan number 501. The latest loaded filing year is 2023. The filing reports 257 participants and $876,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Susquehanna Laborers Combined Health And Welfare Fund
- EIN
- 23-6426910
- Plan number
- 501
- Plan type
- 1
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $876,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20250218135719NAL0003062113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $876,332
- Total liabilities (EOY)
- $294,341
- Net assets (EOY)
- $581,991
- Net assets (BOY)
- $637,116
Income & contributions
- Employer contributions
- $1,816,806
- Participant contributions
- $205,698
- Total contributions
- $2,022,504
- Total income / additions
- $2,063,341
Expenses & distributions
- Benefits paid
- $1,627,206
- Administrative expenses
- $491,260
- Total expenses
- $2,118,466
- Net increase / (decrease)
- -$55,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcare Strategies Inc | NONE | $178,300 | not reported in the loaded dataset | 2023 |
| Meritain Health | NONE | $56,997 | not reported in the loaded dataset | 2023 |
| Breier Group Consulting | NONE | $49,225 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $37,025 | not reported in the loaded dataset | 2023 |
| Willig Williams & Davidson | NONE | $35,221 | not reported in the loaded dataset | 2023 |
| Domenic A Bellisario | not reported in the loaded dataset | $10,007 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $9,750 | not reported in the loaded dataset | 2023 |
| Us Bank Na | not reported in the loaded dataset | $7,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Susquehanna Laborers Combined Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Healthcare Strategies Inc — Schedule C compensation
- Meritain Health — Schedule C compensation
- Breier Group Consulting — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- Domenic A Bellisario — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Us Bank Na — Schedule C compensation