2023 Form 5500 filing — Massachusetts Employers/Seiu Local 888 Health And Welfare 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 20241008111847NAL0016513313001) for Massachusetts Employers/Seiu Local 888 Health And Welfare Plan, reported by Massachusetts Employers/Seiu Local 888 Trust Fund under EIN 04-3240891 and plan number 501. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$4.3MReported net assets$4,285,609

Participants465

Provider compensation$193.8K5 Schedule C row(s)$193,779

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008111847NAL0016513313001
Plan sponsor: Massachusetts Employers/Seiu Local 888 Trust Fund
EIN: 04-3240891
Plan number: 501
Location: Braintree, MA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.4M total assets

Net assets$4.3MLiabilities$89.4K

Money in vs. money out

Total income / additions$3.4M

Total expenses$3.1M

Benefits paid / distributions$2.9M

Contributions

Employer$2.8M

Participant$143.2K

Full reported line items

Total assets (EOY): $4,374,969
Total liabilities (EOY): $89,360
Net assets (EOY): $4,285,609
Employer contributions: $2,826,078
Participant contributions: $143,203
Total income / additions: $3,397,525
Benefits paid: $2,856,431
Administrative expenses: $217,315
Total expenses: $3,073,746
Net increase / (decrease): $323,779

Schedule C

Reported service provider compensation

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

1
Seiu Local 888$124.2K
COMMON MEMBERS · Direct $124.2K
2
Blue Cross Blue Shield Of Mass$25.3K
NONE · Direct $25.3K
3
F L Putnam$16K
INVESTMENT ADVISOR · Direct $16K
4
Manzi & Associates LLC$15K
NONE · Direct $15K
5
O'Brien, Riley & Ryan Pc$13.3K
NONE · Direct $13.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008111847NAL0016513313001 cover?: It is the 2023 Form 5500 filing for Massachusetts Employers/Seiu Local 888 Health And Welfare Plan, reported by Massachusetts Employers/Seiu Local 888 Trust Fund (EIN 04-3240891).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).