Afscme Health And Welfare Fund — Form 5500 plan (Afscme 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, Afscme Health And Welfare Fund is a benefit plan reported by Afscme Health And Welfare Fund under EIN 23-7360639 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,474 participants and $21,642,745 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Afscme Health And Welfare Fund
EIN
23-7360639
Plan number
501
Plan type
1
Location
Harrisburg, PA
Latest filing year
2023
Participants
4,474
End-of-year plan assets
$21,642,745

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,474H, C20241009141647NAL0019415105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,642,745
Total liabilities (EOY)
$368,114
Net assets (EOY)
$21,274,631
Net assets (BOY)
$20,089,264

Income & contributions

Employer contributions
$5,061,559
Participant contributions
$51,488
Total contributions
$5,142,683
Total income / additions
$7,794,012

Expenses & distributions

Benefits paid
$5,873,140
Administrative expenses
$735,505
Total expenses
$6,608,645
Net increase / (decrease)
$1,185,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pa Public Employees Cn 13 Of AfscmeEMPLOYER ORGANIZATION$256,114not reported in the loaded dataset2023
Benecard Services Inc.not reported in the loaded dataset$147,186not reported in the loaded dataset2023
Pnc Bank N.A.not reported in the loaded dataset$92,421not reported in the loaded dataset2023
Delta Dental Of Pennsylvanianot reported in the loaded dataset$48,602not reported in the loaded dataset2023
Buchbinder Tunick & Company, LlpAUDITOR FOR EMPL ORG.$46,312not reported in the loaded dataset2023
National Vision Administrators, LLCnot reported in the loaded dataset$22,806not reported in the loaded dataset2023
Conrad M. Siegel, Inc.ACTUARY FOR EMP. ORG.$5,313not reported in the loaded dataset2023

Related Form 5500 pages