Robert F Kennedy Farm Workers Medical Plan — Form 5500 plan (Robert F Kennedy Farm Workers)
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, Robert F Kennedy Farm Workers Medical Plan is a benefit plan reported by Robert F Kennedy Farm Workers under EIN 94-6186170 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,016 participants and $17,550,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert F Kennedy Farm Workers
- EIN
- 94-6186170
- Plan number
- 501
- Plan type
- 1
- Location
- Keene, CA
- Latest filing year
- 2023
- Participants
- 3,016
- End-of-year plan assets
- $17,550,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,016 | H, C | 20250616220301NAL0001225569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,550,553
- Net assets (EOY)
- $17,550,553
- Net assets (BOY)
- $12,606,004
Income & contributions
- Employer contributions
- $24,604,189
- Participant contributions
- $101,375
- Total contributions
- $24,705,564
- Total income / additions
- $26,148,248
Expenses & distributions
- Benefits paid
- $19,004,498
- Administrative expenses
- $2,199,201
- Total expenses
- $21,203,699
- Net increase / (decrease)
- $4,944,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bush Gottlieb | ATTORNEY | $141,711 | not reported in the loaded dataset | 2023 |
| Ross Communications | CONSULTANT | $120,000 | not reported in the loaded dataset | 2023 |
| Patrick J Pine | EMPLOYEE | $96,224 | not reported in the loaded dataset | 2023 |
| Mendez Petty Moreno Llp | AUDITOR | $80,000 | not reported in the loaded dataset | 2023 |
| Mercedes Martinez | EMPLOYEE | $73,745 | not reported in the loaded dataset | 2023 |
| Guadalupe Rodriguez | EMPLOYEE | $48,808 | not reported in the loaded dataset | 2023 |
| Martinez Aguilasocho & Lynch | ATTORNEY | $42,950 | not reported in the loaded dataset | 2023 |
| National Chavez Center | PLAN PARTICIPANT | $40,457 | not reported in the loaded dataset | 2023 |
| Rosa Tirado | EMPLOYEE | $35,094 | not reported in the loaded dataset | 2023 |
| Mariela Galaviz | EMPLOYEE | $27,910 | not reported in the loaded dataset | 2023 |
| Jacquelin Galaviz | EMPLOYEE | $27,508 | not reported in the loaded dataset | 2023 |
| Karen Navarro | EMPLOYEE | $27,369 | not reported in the loaded dataset | 2023 |
| United Farmworker Of America | PLAN SPONSOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Rachelle Perez | EMPLOYEE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Cesar Chavez Foundation | PLAN PARTICIPANT | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | MEDICAL BENEFITS ACTUARY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Verus | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Walter S Newmanjr Md | MEDICAL DIRECTOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robert F Kennedy Farm Workers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Keene, CA
- Bush Gottlieb — Schedule C compensation
- Ross Communications — Schedule C compensation
- Patrick J Pine — Schedule C compensation
- Mendez Petty Moreno Llp — Schedule C compensation
- Mercedes Martinez — Schedule C compensation
- Guadalupe Rodriguez — Schedule C compensation
- Martinez Aguilasocho & Lynch — Schedule C compensation
- National Chavez Center — Schedule C compensation
- Rosa Tirado — Schedule C compensation
- Mariela Galaviz — Schedule C compensation
- Jacquelin Galaviz — Schedule C compensation
- Karen Navarro — Schedule C compensation
- United Farmworker Of America — Schedule C compensation
- Rachelle Perez — Schedule C compensation
- Cesar Chavez Foundation — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Verus — Schedule C compensation
- Walter S Newmanjr Md — Schedule C compensation