Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund (EIN 23-7218454) is a plan sponsor located in Chappaqua, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7218454
Location
Chappaqua, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,738,547
Total reported liabilities (EOY)
$2,341,018
Total reported net assets (EOY)
$11,397,529

Contributions & income

Employer contributions
$13,775,409
Participant contributions
$525
Total income / additions
$15,405,642

Expenses & distributions

Benefits paid / distributions
$12,996,213
Total expenses
$14,326,078
Net increase / (decrease)
$1,079,564

Coverage

Total reported participants
663
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Local 808 I. B. T. Health & Welfare Fund501663$13,738,5472023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund
YearPlanParticipantsSchedulesFiling
2023Local 808 I. B. T. Health & Welfare Fund663H, C20250715120400NAL0001292627001

Related Form 5500 pages