2023 Form 5500 filing — Bctgm Local 334 Retiree Health Plan Trust Nissen Division

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723080200NAL0006409011003) for Bctgm Local 334 Retiree Health Plan Trust Nissen Division, reported by Bctgm Local 334 under EIN 01-6123853 and plan number 501. It reports 67 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,146,301
Participants67
Provider compensation$33.2K4 Schedule C row(s)$33,177
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723080200NAL0006409011003
Plan sponsor
Bctgm Local 334
EIN
01-6123853
Plan number
501
Location
Portland, ME
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$160.7K
Total expenses$99.4K
Benefits paid / distributions$47.7K
Full reported line items
Total assets (EOY)
$1,146,301
Net assets (EOY)
$1,146,301
Total income / additions
$160,706
Benefits paid
$47,747
Administrative expenses
$41,887
Total expenses
$99,395
Net increase / (decrease)
$61,311
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $10.2K
  2. 2
    TRUSTEE · Direct $9.9K
  3. 3
    TRUSTEE · Direct $7.1K
  4. 4
    NONE · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723080200NAL0006409011003 cover?
It is the 2023 Form 5500 filing for Bctgm Local 334 Retiree Health Plan Trust Nissen Division, reported by Bctgm Local 334 (EIN 01-6123853).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages