2023 Form 5500 filing — District Council 37 Local 389 Home Care Employees Health And 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 20241015131848NAL0014704723001) for District Council 37 Local 389 Home Care Employees Health And Welfare Fund, reported by District Council 37 - Local 389 Home Care Employees Health And Welfare under EIN 13-3505523 and plan number 501. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131848NAL0014704723001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- District Council 37 - Local 389 Home Care Employees Health And Welfare
- EIN
- 13-3505523
- Plan number
- 501
- Location
- New York, NY
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,942,172
- Total liabilities (EOY)
- $1,642,913
- Net assets (EOY)
- $20,299,259
- Employer contributions
- $4,542,113
- Participant contributions
- $312,385
- Total income / additions
- $6,762,604
- Benefits paid
- $4,094,856
- Administrative expenses
- $1,666,846
- Total expenses
- $5,761,702
- Net increase / (decrease)
- $1,000,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Browne Legal Consulting Pllc | CONSULTING - ADMIN | $189,000 | not reported in the loaded dataset |
| Lavette S. Morgan-Smyer | EMPLOYEE | $72,510 | not reported in the loaded dataset |
| Shari S. Kravitz | EMPLOYEE | $67,614 | not reported in the loaded dataset |
| Cynthia A Lang | EMPLOYEE | $67,507 | not reported in the loaded dataset |
| Achraf Kamel | EMPLOYEE | $64,963 | not reported in the loaded dataset |
| Savi Thomas | EMPLOYEE | $64,701 | not reported in the loaded dataset |
| Joseph F. Harnos | EMPLOYEE | $62,925 | not reported in the loaded dataset |
| Angela Truong | EMPLOYEE | $49,757 | not reported in the loaded dataset |
| Rogoff & Company P.C. | AUDITOR | $47,000 | not reported in the loaded dataset |
| Daniel H. Cook Associates, Inc. | CLAIMS PROCESSING | $37,830 | not reported in the loaded dataset |
| Summit Actuarial Services LLC | ACTUARIAL | $36,000 | not reported in the loaded dataset |
| Segal Advisors Inc | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Invesco Trust Company | INVESTMENT MANAGEMENT | $13,811 | $0 |
| Vitech Systems Group Inc | COMPUTER SERVICES | $13,464 | not reported in the loaded dataset |
| Ford & Harrison Llp | ATTORNEY | $8,000 | not reported in the loaded dataset |
| Cohen Weiss & Simon Llp | ATTORNEY | $7,878 | not reported in the loaded dataset |