United Workers Health Fund — Form 5500 plan (Board Of Trustees Of The United Workers Health 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, United Workers Health Fund is a benefit plan reported by Board Of Trustees Of The United Workers Health Fund under EIN 84-1655234 and plan number 621. The latest loaded filing year is 2023. The filing reports 470 participants and $15,507,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The United Workers Health Fund
- EIN
- 84-1655234
- Plan number
- 621
- Plan type
- 1
- Location
- Uniondale, NY
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $15,507,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20250415125118NAL0005790656005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,507,846
- Total liabilities (EOY)
- $595,435
- Net assets (EOY)
- $14,912,411
- Net assets (BOY)
- $12,462,890
Income & contributions
- Employer contributions
- $6,303,774
- Participant contributions
- $28,400
- Total contributions
- $6,332,174
- Total income / additions
- $7,691,495
Expenses & distributions
- Benefits paid
- $4,859,522
- Administrative expenses
- $382,452
- Total expenses
- $5,241,974
- Net increase / (decrease)
- $2,449,521
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dickinson Group LLC | TPA | $235,883 | $0 | 2023 |
| Empire Healthchoice Assurance In | NONE | $94,220 | $0 | 2023 |
| Mccarthy & Preece Llp | LAWYER | $36,000 | $0 | 2023 |
| Buchbinder Tunick & Co Llp | AUDITOR | $22,000 | $0 | 2023 |
| Andrew Fair Esq | TRUSTEE | $21,600 | $0 | 2023 |
| Costarothbort LLC | PAYROLL AUDITOR | $17,581 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The United Workers Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Uniondale, NY
- Dickinson Group LLC — Schedule C compensation
- Empire Healthchoice Assurance In — Schedule C compensation
- Mccarthy & Preece Llp — Schedule C compensation
- Buchbinder Tunick & Co Llp — Schedule C compensation
- Andrew Fair Esq — Schedule C compensation
- Costarothbort LLC — Schedule C compensation