2023 Form 5500 filing — San Diego Unite - Here Health 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 20241010232504NAL0011999347001) for San Diego Unite - Here Health Fund, reported by Board Of Trustees, San Diego Unite - Here Health Fund under EIN 95-1708883 and plan number 501. It reports 3,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010232504NAL0011999347001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Diego Unite - Here Health Fund
- EIN
- 95-1708883
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 3,134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,409,146
- Total liabilities (EOY)
- $14,765,260
- Net assets (EOY)
- $37,643,886
- Employer contributions
- $41,638,837
- Participant contributions
- $720,147
- Total income / additions
- $44,771,047
- Benefits paid
- $33,892,097
- Administrative expenses
- $1,212,504
- Total expenses
- $35,104,601
- Net increase / (decrease)
- $9,666,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health | NONE | $1,696,871 | not reported in the loaded dataset |
| Sav Rx Prescription Services | NONE | $1,321,266 | not reported in the loaded dataset |
| Dentwell (Dba Sylvason LLC) | NONE | $1,231,000 | not reported in the loaded dataset |
| Benesys Administrators | NONE | $600,282 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | NONE | $425,653 | not reported in the loaded dataset |
| Rael & Letson | NONE | $57,000 | not reported in the loaded dataset |
| Mccracken, Stemerman & Holsber | NONE | $42,670 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $35,375 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc | NONE | $26,400 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $24,307 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $20,000 | not reported in the loaded dataset |
| Voya | NONE | $14,076 | not reported in the loaded dataset |
| First Dental Health | NONE | $9,401 | not reported in the loaded dataset |
| Michael Surowitz Compliance Verific | NONE | $5,992 | not reported in the loaded dataset |