2023 Form 5500 filing — Iuoe Local 30 Benefits Fund
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 20240724104951NAL0012508353002) for Iuoe Local 30 Benefits Fund, reported by Bd Of Trustees Iuoe Local 30 Benefits Fund under EIN 13-2873303 and plan number 501. It reports 2,797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724104951NAL0012508353002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Iuoe Local 30 Benefits Fund
- EIN
- 13-2873303
- Plan number
- 501
- Location
- Whitestone, NY
- Participants
- 2,797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,026,776
- Total liabilities (EOY)
- $10,809,772
- Net assets (EOY)
- $105,217,004
- Employer contributions
- $77,540,521
- Participant contributions
- $407,816
- Total income / additions
- $90,012,337
- Benefits paid
- $76,999,320
- Administrative expenses
- $2,181,032
- Total expenses
- $79,180,352
- Net increase / (decrease)
- $10,831,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optumrx, Inc. | NONE | $14,631,175 | $30,691 |
| Empire Healthchoice Assurance Inc | NONE | $1,704,104 | not reported in the loaded dataset |
| James O'Hare | EMPLOYEE | $209,101 | not reported in the loaded dataset |
| Davis Vision Inc | NONE | $204,013 | not reported in the loaded dataset |
| Marshall & Moss Payroll Compliance | NONE | $186,099 | not reported in the loaded dataset |
| The Segal Company | NONE | $84,500 | $93,309 |
| Donna Owens | EMPLOYEE | $159,830 | not reported in the loaded dataset |
| Comprehensive Professional Sys. Inc | NONE | $135,493 | not reported in the loaded dataset |
| Gail Disalvo | EMPLOYEE | $110,821 | not reported in the loaded dataset |
| Starfire Printing | NONE | $99,534 | not reported in the loaded dataset |
| Taylor Morosky | EMPLOYEE | $96,913 | not reported in the loaded dataset |
| Darren Turton | EMPLOYEE | $92,458 | not reported in the loaded dataset |
| Stella Gatanas | EMPLOYEE | $90,556 | not reported in the loaded dataset |
| Barnes,Iaccarino & Shepherd, LLC | NONE | $81,236 | not reported in the loaded dataset |
| Dana Mantakis | EMPLOYEE | $66,116 | not reported in the loaded dataset |
| Northwell Health | NONE | $64,900 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $55,500 | not reported in the loaded dataset |
| Brigid Ahern | NONE | $49,179 | not reported in the loaded dataset |
| Frank Greenberg | EMPLOYEE | $41,627 | not reported in the loaded dataset |
| Health Plan Systems, Inc. | NONE | $38,440 | not reported in the loaded dataset |
| Christine Callahan | EMPLOYEE | $37,248 | not reported in the loaded dataset |
| Marshall & Moss, Llp | NONE | $35,590 | not reported in the loaded dataset |
| Whitestar Advisors LLC | NONE | $31,248 | not reported in the loaded dataset |
| Segal Marco Advisors Inc | NONE | $30,000 | not reported in the loaded dataset |
| Inner Imaging, Pc | NONE | $27,000 | not reported in the loaded dataset |
| Agnes Downes | EMPLOYEE | $26,684 | not reported in the loaded dataset |
| Vision Screening Inc. | NONE | $26,475 | not reported in the loaded dataset |
| Anthony Dedentro | EMPLOYEE | $25,717 | not reported in the loaded dataset |
| Healthplex | NONE | $23,799 | not reported in the loaded dataset |
| General Vision Services, LLC | NONE | $21,105 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $9,608 | not reported in the loaded dataset |
| Dynamix Group, Inc. | NONE | $7,779 | not reported in the loaded dataset |
| Dds, Inc. | NONE | $5,098 | not reported in the loaded dataset |