2023 Form 5500 filing — Local 73 Health & Welfare 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 20241003100006NAL0009711441001) for Local 73 Health & Welfare Fund, reported by Local 73 Health & Welfare Fund under EIN 16-1067148 and plan number 501. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003100006NAL0009711441001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 73 Health & Welfare Fund
- EIN
- 16-1067148
- Plan number
- 501
- Location
- Syracuse, NY
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $2,194,874
- Participant contributions
- $69,843
- Total income / additions
- $2,835,588
- Benefits paid
- $1,451,237
- Administrative expenses
- $382,306
- Total expenses
- $1,833,543
- Net increase / (decrease)
- $1,002,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heather Turk | NONE | $65,462 | not reported in the loaded dataset |
| Blitman King | NONE | $43,087 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $42,075 | not reported in the loaded dataset |
| Kelley Daggett | NONE | $39,600 | not reported in the loaded dataset |
| Aetna Inc | NONE | $22,719 | not reported in the loaded dataset |
| Alivia Turk | NONE | $11,560 | not reported in the loaded dataset |
| Tpa Consulting Services, LLC | NONE | $9,774 | not reported in the loaded dataset |
| Keenan & Associates | NONE | $7,820 | not reported in the loaded dataset |
| Right Rx, LLC | NONE | $7,088 | not reported in the loaded dataset |
| Robin Green | NONE | $7,000 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $6,600 | not reported in the loaded dataset |
| Strategic Capital | NONE | $5,333 | not reported in the loaded dataset |