2023 Form 5500 filing — United Federation Of Teachers Health Care Chapter 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 20241016164536NAL0017914083002) for United Federation Of Teachers Health Care Chapter Benefit Fund, reported by United Federation Of Teachers Health Care Chapter Benefit Fund under EIN 13-6783346 and plan number 501. It reports 1,648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$39.5MReported net assets$39,494,398

Participants1.6K1,648

Provider compensation$689.9K7 Schedule C row(s)$689,898

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241016164536NAL0017914083002
Plan sponsor: United Federation Of Teachers Health Care Chapter Benefit Fund
EIN: 13-6783346
Plan number: 501
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$43.3M total assets

Net assets$39.5MLiabilities$3.8M

Money in vs. money out

Total income / additions$40.9M

Total expenses$40.7M

Benefits paid / distributions$40M

Contributions

Employer$38.5M

Participant$532.6K

Full reported line items

Total assets (EOY): $43,287,729
Total liabilities (EOY): $3,793,331
Net assets (EOY): $39,494,398
Employer contributions: $38,547,075
Participant contributions: $532,635
Total income / additions: $40,934,200
Benefits paid: $40,010,983
Administrative expenses: $722,860
Total expenses: $40,733,843
Net increase / (decrease): $200,357

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Express Scripts, Inc.$224.3K
NONE · Direct $224.3K
2
The Segal Company$175.9K
PERF SERV FOR REL UNION · Direct $175.9K
3
Deborah Rubin$124.9K
NONE · Direct $124.9K
4
Otto Biller Jr.$74.6K
NONE · Direct $74.6K
5
Amalgamated Bank$45.3K
PERF SERV FOR REL UNION · Direct $45.3K
6
Weaver And Tidwell Llp$27.2K
PERF SERV FOR REL UNION · Direct $27.2K
7
Mirkin & Gordon, P.C$17.7K
NONE · Direct $17.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016164536NAL0017914083002 cover?: It is the 2023 Form 5500 filing for United Federation Of Teachers Health Care Chapter Benefit Fund, reported by United Federation Of Teachers Health Care Chapter Benefit Fund (EIN 13-6783346).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).