2023 Form 5500 filing — Local 966 Health 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 20241015193442NAL0029508161002) for Local 966 Health Fund, reported by Board Of Trustees Of The Local 966 under EIN 13-1911036 and plan number 501. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193442NAL0029508161002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Local 966
- EIN
- 13-1911036
- Plan number
- 501
- Location
- Columbia, MD
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $759,626
- Total liabilities (EOY)
- $897,311
- Net assets (EOY)
- -$137,685
- Employer contributions
- $4,595,884
- Total income / additions
- $4,605,129
- Benefits paid
- $3,634,911
- Administrative expenses
- $404,897
- Total expenses
- $4,039,808
- Net increase / (decrease)
- $565,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $191,272 | not reported in the loaded dataset |
| Aetna | NONE | $95,604 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $30,099 | not reported in the loaded dataset |
| Cohen, Weiss And Simon Llp | NONE | $18,885 | not reported in the loaded dataset |
| John Omeara | NONE | $12,500 | not reported in the loaded dataset |
| Elixir Solutions | NONE | $10,919 | not reported in the loaded dataset |
| Administrative Services Only | NONE | $8,775 | not reported in the loaded dataset |