Emblemhealth Services Company, LLC Employees' Retirement Plan And Trust Ii — Form 5500 plan (Emblemhealth Services Company, LLC)
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, Emblemhealth Services Company, LLC Employees' Retirement Plan And Trust Ii is a benefit plan reported by Emblemhealth Services Company, LLC under EIN 26-1330097 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,187 participants and $115,278,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emblemhealth Services Company, LLC
- EIN
- 26-1330097
- Plan number
- 007
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,187
- End-of-year plan assets
- $115,278,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,187 | H, C | 20241008095006NAL0016418689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,278,085
- Total liabilities (EOY)
- $332,282
- Net assets (EOY)
- $114,945,803
- Net assets (BOY)
- $109,044,468
Income & contributions
- Employer contributions
- $4,248,049
- Total contributions
- $4,248,049
- Total income / additions
- $16,261,660
Expenses & distributions
- Benefits paid
- $8,077,559
- Administrative expenses
- $2,282,766
- Total expenses
- $10,360,325
- Net increase / (decrease)
- $5,901,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Agilis Partners LLC | NONE | $764,802 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $387,073 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $129,058 | $0 | 2023 |
| Graystone Consulting | NONE | $46,875 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $34,763 | not reported in the loaded dataset | 2023 |
| Pitta & Giblin | NONE | $23,949 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emblemhealth Services Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Agilis Partners LLC — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Pitta & Giblin — Schedule C compensation