2023 Form 5500 filing — Iuoe Local No. 478 Health 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 20241008135347NAL0034910818001) for Iuoe Local No. 478 Health Benefits Fund, reported by Board Of Trustees Iuoe Local 478 Health Benefits Fund under EIN 06-0662089 and plan number 501. It reports 3,573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135347NAL0034910818001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 478 Health Benefits Fund
- EIN
- 06-0662089
- Plan number
- 501
- Location
- Hamden, CT
- Participants
- 3,573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,410,479
- Total liabilities (EOY)
- $14,450,707
- Net assets (EOY)
- $117,959,772
- Employer contributions
- $62,080,987
- Participant contributions
- $3,835,595
- Total income / additions
- $76,638,983
- Benefits paid
- $65,393,814
- Administrative expenses
- $3,874,732
- Total expenses
- $69,268,546
- Net increase / (decrease)
- $7,370,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans, Inc | NONE | $970,673 | $0 |
| Ct Computer Service | IT SERVICES | $309,329 | not reported in the loaded dataset |
| D. Siniscalchi | NONE | $236,495 | not reported in the loaded dataset |
| L. Linton | NONE | $192,542 | not reported in the loaded dataset |
| Telligen, Inc. | NONE | $179,191 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $173,126 | not reported in the loaded dataset |
| C. Edwards | NONE | $171,569 | not reported in the loaded dataset |
| S. Zlamany | NONE | $167,162 | not reported in the loaded dataset |
| Ct Coalition Of Taft Hartley Funds | NONE | $164,751 | not reported in the loaded dataset |
| K. Dwyer | NONE | $148,873 | not reported in the loaded dataset |
| C. Deskin-Merwede | NONE | $145,292 | not reported in the loaded dataset |
| Robert M. Cheverie & Assoc. P.C. | ATTORNEY | $144,653 | not reported in the loaded dataset |
| Delta Dental Of New Jersey, Inc. | NONE | $131,839 | not reported in the loaded dataset |
| Reid & Riege, P.C. | NONE | $127,785 | not reported in the loaded dataset |
| L. Hines | NONE | $119,450 | not reported in the loaded dataset |
| The Segal Company | NONE | $114,045 | not reported in the loaded dataset |
| C. Klein | NONE | $106,966 | not reported in the loaded dataset |
| D. Marcantonio | NONE | $104,875 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $89,028 | not reported in the loaded dataset |
| K. Delaney | NONE | $88,352 | not reported in the loaded dataset |
| P. Mcewen | NONE | $85,147 | not reported in the loaded dataset |
| Union Printing Inc | PRINTING CO. | $83,346 | not reported in the loaded dataset |
| S. Dunn | NONE | $79,475 | not reported in the loaded dataset |
| J. Roberts | NONE | $71,116 | not reported in the loaded dataset |
| M. Pacelli | NONE | $70,934 | not reported in the loaded dataset |
| N. Bontatibus | NONE | $69,126 | not reported in the loaded dataset |
| M. Carey | NONE | $66,695 | not reported in the loaded dataset |
| Counseling Center Of Waterbury, LLC | NONE | $65,340 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $65,071 | not reported in the loaded dataset |
| C. Jabaut | NONE | $60,121 | not reported in the loaded dataset |
| Optum Rx Inc. | NONE | $23,915 | $36,199 |
| C. Metz | NONE | $55,300 | not reported in the loaded dataset |
| K. Dugas | NONE | $54,247 | not reported in the loaded dataset |
| Mpl, LLC | NONE | $0 | $49,445 |
| Health Plan Systems, Inc. | NONE | $48,434 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $46,544 | not reported in the loaded dataset |
| Kainen, Escalera, & Michale, Pc | NONE | $43,840 | not reported in the loaded dataset |
| Red-Card Systems, LLC | NONE | $42,076 | not reported in the loaded dataset |
| A. Cordier | NONE | $33,315 | not reported in the loaded dataset |
| Millennium Technology Solutions Inc | NONE | $33,000 | not reported in the loaded dataset |
| Fidelity Security Life Insurance Co | NONE | $31,252 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $26,793 | not reported in the loaded dataset |
| P. Hart | NONE | $25,420 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $19,948 | $0 |
| Charles Kantor, Md | NONE | $18,000 | not reported in the loaded dataset |
| Sr Business Systems | NONE | $15,913 | not reported in the loaded dataset |
| Ideal Printing Company, Inc | NONE | $14,904 | not reported in the loaded dataset |
| Blackrock Inst Trust | NONE | $8,583 | not reported in the loaded dataset |
| Smartsheet Inc | NONE | $6,000 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $5,788 |
| Foxhire LLC | NONE | $5,738 | not reported in the loaded dataset |