2023 Form 5500 filing — Local 475 Health Plan
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 20241015192925NAL0049542208002) for Local 475 Health Plan, reported by Board Of Trustees Local 475 Health Plan under EIN 13-6179467 and plan number 501. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192925NAL0049542208002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 475 Health Plan
- EIN
- 13-6179467
- Plan number
- 501
- Location
- Pelham, NY
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,720,882
- Total liabilities (EOY)
- $802,478
- Net assets (EOY)
- $16,918,404
- Employer contributions
- $7,767,294
- Participant contributions
- $1,881
- Total income / additions
- $9,295,176
- Benefits paid
- $5,434,081
- Administrative expenses
- $642,954
- Total expenses
- $6,077,035
- Net increase / (decrease)
- $3,218,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Ben Admin | not reported in the loaded dataset | $164,757 | not reported in the loaded dataset |
| Anthem | not reported in the loaded dataset | $100,114 | not reported in the loaded dataset |
| Peter Vaupel | FUND ADMINISTRATOR | $76,884 | not reported in the loaded dataset |
| Eduardo Melendez | EMPLOYEE | $39,860 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | ATTORNEY | $32,168 | not reported in the loaded dataset |
| Donna Colantuono | EMPLOYEE | $29,799 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $21,500 | not reported in the loaded dataset |
| Cynomys, Inc. | ACTUARIAL | $20,000 | not reported in the loaded dataset |
| Amalgamated Medical Care Management | not reported in the loaded dataset | $9,227 | not reported in the loaded dataset |
| D. D. Services, Inc. | CLAIMS PROCESSING | $8,976 | not reported in the loaded dataset |
| Dahab Associates | INVESTMENT CONSULTANT | $8,543 | not reported in the loaded dataset |
| Cvs Pharmacy, Inc. | CLAIM PROCESSING | $6,873 | not reported in the loaded dataset |
| M&T Bank Trust & Pension Services | INVESTMENT CUSTODIAN | $5,734 | $0 |