Local 295 I.B.T. Employer Group Welfare Fund — Form 5500 plan (Board Of Trustees Of Local 295 I.B.T. Employer Group 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 295 I.B.T. Employer Group Welfare Fund is a benefit plan reported by Board Of Trustees Of Local 295 I.B.T. Employer Group Welfare Fund under EIN 51-0243781 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,844 participants and $82,217,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 295 I.B.T. Employer Group Welfare Fund
- EIN
- 51-0243781
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,844
- End-of-year plan assets
- $82,217,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,844 | H, C | 20250407121355NAL0032616482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,217,538
- Total liabilities (EOY)
- $5,590,899
- Net assets (EOY)
- $76,626,639
- Net assets (BOY)
- $60,174,694
Income & contributions
- Employer contributions
- $42,001,742
- Participant contributions
- $2,460,938
- Total contributions
- $44,462,680
- Total income / additions
- $51,177,288
Expenses & distributions
- Benefits paid
- $32,322,663
- Administrative expenses
- $2,402,680
- Total expenses
- $34,725,343
- Net increase / (decrease)
- $16,451,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company, Inc | NONE | $1,788,860 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $540,702 | $0 | 2023 |
| Horizon Actuarial Services, LLC | NONE | $178,505 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis And Bockius | NONE | $118,410 | not reported in the loaded dataset | 2023 |
| Pitta, Llp | LEGAL COUNSEL | $105,315 | not reported in the loaded dataset | 2023 |
| Uprise Health | NONE | $97,818 | not reported in the loaded dataset | 2023 |
| Heartscan Services | NONE | $73,356 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $54,202 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $49,404 | not reported in the loaded dataset | 2023 |
| Payer Matrix, LLC | NONE | $0 | $45,210 | 2023 |
| Dds, Inc | NONE | $41,393 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $34,629 | not reported in the loaded dataset | 2023 |
| Teamster Center Services Fund | NONE | $33,512 | not reported in the loaded dataset | 2023 |
| Medreview, Inc | NONE | $32,112 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $29,196 | $0 | 2023 |
| Jennison Associates | NONE | $27,588 | $0 | 2023 |
| Stacey Braun Associates, Inc. | NONE | $27,011 | $0 | 2023 |
| Schultheis & Panettieri, Llp | NONE | $11,946 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $7,117 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 295 I.B.T. Employer Group Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Savasta And Company, Inc — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Morgan, Lewis And Bockius — Schedule C compensation
- Pitta, Llp — Schedule C compensation
- Uprise Health — Schedule C compensation
- Heartscan Services — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Empirx Health — Schedule C compensation
- Payer Matrix, LLC — Schedule C compensation
- Dds, Inc — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Teamster Center Services Fund — Schedule C compensation
- Medreview, Inc — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Jennison Associates — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Us Bank National Association — Schedule C compensation