2023 Form 5500 filing — Laborers' Local No. 17 Health Benefit 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 20241014170015NAL0013657491009) for Laborers' Local No. 17 Health Benefit Fund, reported by Laborers' International Union Of N.A Local 17 Health Benefit Fund under EIN 14-6022217 and plan number 501. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170015NAL0013657491009
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers' International Union Of N.A Local 17 Health Benefit Fund
- EIN
- 14-6022217
- Plan number
- 501
- Location
- Newburgh, NY
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,964,630
- Total liabilities (EOY)
- $2,723,972
- Net assets (EOY)
- $21,240,658
- Employer contributions
- $11,254,854
- Participant contributions
- $2,141,960
- Total income / additions
- $14,915,158
- Benefits paid
- $9,644,328
- Administrative expenses
- $1,434,371
- Total expenses
- $11,078,699
- Net increase / (decrease)
- $3,836,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ioa Re, LLC | NONE | $412,430 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $184,237 | not reported in the loaded dataset |
| Rbt Cpas, Llp | NONE | $62,178 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $43,442 | not reported in the loaded dataset |
| The Standard Life Insurance Company | NONE | $43,299 | not reported in the loaded dataset |
| Fidelity Insurance | NONE | $40,186 | not reported in the loaded dataset |
| Summit Actuarial Services | NONE | $30,535 | not reported in the loaded dataset |
| Spectrum Pension And Compensation | NONE | $21,443 | not reported in the loaded dataset |
| Christopher J. Cerone | NONE | $21,290 | not reported in the loaded dataset |
| Lisa Argenio | NONE | $18,970 | not reported in the loaded dataset |
| Nxg Insurance | NONE | $16,335 | not reported in the loaded dataset |
| Compudat Services Inc | NONE | $15,057 | not reported in the loaded dataset |
| Lower Hudson Valley Eap | NONE | $9,975 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $8,333 | not reported in the loaded dataset |
| Robert M. Cheverie & Associates, Pc | NONE | $6,844 | not reported in the loaded dataset |