Local 808 I. B. T. Health & Welfare Fund — Form 5500 plan (Board Of Trustees, Local 808 I.B.T. Health & 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, Local 808 I. B. T. Health & Welfare Fund is a benefit plan reported by Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund under EIN 23-7218454 and plan number 501. The latest loaded filing year is 2023. The filing reports 663 participants and $13,738,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund
- EIN
- 23-7218454
- Plan number
- 501
- Plan type
- 1
- Location
- Chappaqua, NY
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $13,738,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20250715120400NAL0001292627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,738,547
- Total liabilities (EOY)
- $2,341,018
- Net assets (EOY)
- $11,397,529
- Net assets (BOY)
- $10,317,965
Income & contributions
- Employer contributions
- $13,775,409
- Participant contributions
- $525
- Total contributions
- $13,775,934
- Total income / additions
- $15,405,642
Expenses & distributions
- Benefits paid
- $12,996,213
- Administrative expenses
- $1,329,865
- Total expenses
- $14,326,078
- Net increase / (decrease)
- $1,079,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Blue Cross And Blue Shield | NONE | $350,941 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon, Llp | NONE | $253,633 | not reported in the loaded dataset | 2023 |
| Employees | EMPLOYEES | $222,226 | not reported in the loaded dataset | 2023 |
| Savasta And Company, Inc | NONE | $122,088 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $116,884 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $94,120 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions, Inc. | NONE | $19,001 | not reported in the loaded dataset | 2023 |
| Med-Review, Inc. | NONE | $14,428 | not reported in the loaded dataset | 2023 |
| Royal Printing Service | NONE | $9,160 | not reported in the loaded dataset | 2023 |
| Quill | NONE | $7,720 | not reported in the loaded dataset | 2023 |
| Paul Demasi | TRUSTEE | $5,718 | not reported in the loaded dataset | 2023 |
| Verizon | NONE | $5,226 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Chappaqua, NY
- Empire Blue Cross And Blue Shield — Schedule C compensation
- Cohen, Weiss & Simon, Llp — Schedule C compensation
- Employees — Schedule C compensation
- Savasta And Company, Inc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Premier Technology Solutions, Inc. — Schedule C compensation
- Med-Review, Inc. — Schedule C compensation
- Royal Printing Service — Schedule C compensation
- Quill — Schedule C compensation
- Paul Demasi — Schedule C compensation
- Verizon — Schedule C compensation