2023 Form 5500 filing — Local 99, Health & Welfare 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 20241015122444NAL0029617313001) for Local 99, Health & Welfare Fund, reported by Health & Welfare Committee Of The Local 99, Health & Welfare Fund under EIN 30-0217152 and plan number 501. It reports 1,977 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122444NAL0029617313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Health & Welfare Committee Of The Local 99, Health & Welfare Fund
- EIN
- 30-0217152
- Plan number
- 501
- Location
- Newark, NJ
- Participants
- 1,977
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,244,955
- Total liabilities (EOY)
- $334,691
- Net assets (EOY)
- $30,910,264
- Employer contributions
- $21,861,806
- Participant contributions
- $2,532,616
- Total income / additions
- $26,862,799
- Benefits paid
- $20,791,147
- Administrative expenses
- $2,920,121
- Total expenses
- $23,711,268
- Net increase / (decrease)
- $3,151,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laundry Dist Foodsvcs Jb Wkr United | EMPLOYEE ORGANIZATION | $1,199,624 | not reported in the loaded dataset |
| Anthem Blue Cross Blue Shield | not reported in the loaded dataset | $538,806 | not reported in the loaded dataset |
| Alicare Inc | not reported in the loaded dataset | $524,845 | not reported in the loaded dataset |
| Benecard | not reported in the loaded dataset | $171,487 | not reported in the loaded dataset |
| Alicare Medical Management Inc | not reported in the loaded dataset | $152,933 | not reported in the loaded dataset |
| Sax Llp | not reported in the loaded dataset | $107,500 | not reported in the loaded dataset |
| Amalgamated Bank | not reported in the loaded dataset | $69,775 | $0 |
| Livongo Health Inc | not reported in the loaded dataset | $46,257 | not reported in the loaded dataset |
| Sele-Dent Inc | not reported in the loaded dataset | $38,367 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | not reported in the loaded dataset | $25,440 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc | not reported in the loaded dataset | $21,964 | not reported in the loaded dataset |
| Andco Consulting LLC | not reported in the loaded dataset | $16,133 | not reported in the loaded dataset |