2023 Form 5500 filing — Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio
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 20241014093115NAL0026913905001) for Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio, reported by Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio under EIN 13-6674743 and plan number 501. It reports 6,502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093115NAL0026913905001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio
- EIN
- 13-6674743
- Plan number
- 501
- Location
- New York, NY
- Participants
- 6,502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $569,780,531
- Total liabilities (EOY)
- $19,463,862
- Net assets (EOY)
- $550,316,669
- Employer contributions
- $194,428,112
- Participant contributions
- $7,229,089
- Total income / additions
- $261,745,197
- Benefits paid
- $171,340,507
- Administrative expenses
- $4,167,133
- Total expenses
- $175,507,640
- Net increase / (decrease)
- $86,237,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $2,376,180 | $0 |
| Congress Asset Management Company | NONE | $716,045 | $0 |
| William Faranda | EMPLOYEE | $267,677 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $206,955 | not reported in the loaded dataset |
| Sandra Chin | EMPLOYEE | $199,711 | not reported in the loaded dataset |
| Derek Davis | EMPLOYEE | $190,889 | not reported in the loaded dataset |
| Seledent Inc | NONE | $186,297 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $163,033 | not reported in the loaded dataset |
| The Segal Company | NONE | $157,430 | not reported in the loaded dataset |
| Optumrx, Inc | NONE | $97,076 | $49,236 |
| Mpc Capital Advisors LLC | NONE | $138,917 | not reported in the loaded dataset |
| Silvercrest Asset Management Group | NONE | $130,002 | $0 |
| Annette Hassell | EMPLOYEE | $115,414 | not reported in the loaded dataset |
| Stacey Braun Associates Inc | NONE | $109,835 | $0 |
| Mabel Lau | EMPLOYEE | $103,452 | not reported in the loaded dataset |
| Dataprise Inc | NONE | $101,805 | not reported in the loaded dataset |
| Pitta Llp | ATTORNEY | $88,903 | not reported in the loaded dataset |
| Margarita Ionescu | EMPLOYEE | $74,355 | not reported in the loaded dataset |
| Judith Lozano | EMPLOYEE | $70,378 | not reported in the loaded dataset |
| Milagros Rivera | EMPLOYEE | $69,900 | not reported in the loaded dataset |
| Jp Morgan Chase | NONE | $62,112 | $0 |
| Rachel Martinelli | EMPLOYEE | $45,089 | not reported in the loaded dataset |
| Kmr Systems Corporation | NONE | $43,430 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $12,657 |