2023 Form 5500 filing — Catastrophe Major Medical Plan
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 20240930094306NAL0003141075004) for Catastrophe Major Medical Plan, reported by Board Of Trustees Of Catastrophe Major M under EIN 47-7358956 and plan number 501. It reports 54,264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930094306NAL0003141075004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Catastrophe Major M
- EIN
- 47-7358956
- Plan number
- 501
- Location
- Latham, NY
- Participants
- 54,264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $184,862,048
- Total liabilities (EOY)
- $27,421,493
- Net assets (EOY)
- $157,440,555
- Participant contributions
- $37,296,104
- Total income / additions
- $52,650,854
- Benefits paid
- $4,742,776
- Administrative expenses
- $6,848,098
- Total expenses
- $11,590,874
- Net increase / (decrease)
- $41,059,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthsmart Benefit Solutions | not reported in the loaded dataset | $2,277,904 | not reported in the loaded dataset |
| Amba Administrators Inc. | not reported in the loaded dataset | $1,907,755 | $0 |
| Nysut Member Benefits Trust | not reported in the loaded dataset | $669,003 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc | not reported in the loaded dataset | $556,616 | $0 |
| Benchemark Printing, Inc. | not reported in the loaded dataset | $93,227 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $51,181 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | not reported in the loaded dataset | $50,176 | not reported in the loaded dataset |
| Meyer, Suozzi, English & Klein P.C. | not reported in the loaded dataset | $35,262 | not reported in the loaded dataset |
| Pj Green Inc. | not reported in the loaded dataset | $35,075 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $35,000 | not reported in the loaded dataset |