2023 Form 5500 filing — Emblemhealth Services Company, LLC Cash Balance Plan And Trust For Collectively Bargained Employees
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 20241008094922NAL0016417761001) for Emblemhealth Services Company, LLC Cash Balance Plan And Trust For Collectively Bargained Employees, reported by Brd Of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln For Coll Bar under EIN 26-1330097 and plan number 003. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094922NAL0016417761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brd Of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln For Coll Bar
- EIN
- 26-1330097
- Plan number
- 003
- Location
- New York, NY
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,100,613
- Total liabilities (EOY)
- $119,875
- Net assets (EOY)
- $980,738
- Employer contributions
- $142,000
- Total income / additions
- $192,860
- Benefits paid
- $21,746
- Administrative expenses
- $167,902
- Total expenses
- $189,648
- Net increase / (decrease)
- $3,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agilis Partners LLC | NONE | $105,800 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $33,806 | not reported in the loaded dataset |
| Pitta & Giblin | NONE | $7,813 | not reported in the loaded dataset |