Health Professionals And Allied Employees Aft/Afl- Retiree Medical Trust — Form 5500 plan (Health Professionals & Allied Employees. Retiree Medical Trust)
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, Health Professionals And Allied Employees Aft/Afl- Retiree Medical Trust is a benefit plan reported by Health Professionals & Allied Employees. Retiree Medical Trust under EIN 68-6254830 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,739 participants and $35,612,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Professionals & Allied Employees. Retiree Medical Trust
- EIN
- 68-6254830
- Plan number
- 501
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 14,739
- End-of-year plan assets
- $35,612,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,739 | H, C | 20250304141806NAL0003662915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,612,139
- Total liabilities (EOY)
- $41,509
- Net assets (EOY)
- $35,570,630
- Net assets (BOY)
- $29,460,246
Income & contributions
- Employer contributions
- $21,629
- Participant contributions
- $2,036,455
- Total contributions
- $2,058,084
- Total income / additions
- $6,925,801
Expenses & distributions
- Benefits paid
- $394,836
- Administrative expenses
- $420,581
- Total expenses
- $815,417
- Net increase / (decrease)
- $6,110,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $172,252 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $64,834 | $0 | 2023 |
| The Wagner Law Group | NONE | $63,737 | not reported in the loaded dataset | 2023 |
| Progressive Benefit Solutions, Inc | NONE | $42,744 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Cheiron Inc. | NONE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Professionals & Allied Employees. Retiree Medical Trust
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith American Solutions — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Progressive Benefit Solutions, Inc — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Cheiron Inc. — Schedule C compensation