2023 Form 5500 filing — Union Mutual Medical Fund 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 20241024120201NAL0002058002001) for Union Mutual Medical Fund Health Plan, reported by Union Mutual Medical Fund under EIN 22-2241328 and plan number 501. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024120201NAL0002058002001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Union Mutual Medical Fund
- EIN
- 22-2241328
- Plan number
- 501
- Location
- New York, NY
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $854,969
- Net assets (EOY)
- $854,969
- Total income / additions
- $56,652
- Benefits paid
- $299,048
- Administrative expenses
- $202,019
- Total expenses
- $501,067
- Net increase / (decrease)
- -$444,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Syntonic Systems, Inc. | PLAN ADMINISTRATOR | $96,000 | not reported in the loaded dataset |
| Zelin & Associates Cpa LLC | AUDITOR | $45,995 | not reported in the loaded dataset |
| Federation Pension Bureau | ACTUARY | $8,000 | not reported in the loaded dataset |
| Palmer-Tanno Agency, Inc. | INSURANCE | $5,947 | not reported in the loaded dataset |
| Leon Silverman | TRUSTEE | $5,000 | not reported in the loaded dataset |
| Deborah Pearlman | TRUSTEE | $5,000 | not reported in the loaded dataset |
| Paul Berkman | TRUSTEE | $5,000 | not reported in the loaded dataset |
| Sylvia Parr | TRUSTEE | $5,000 | not reported in the loaded dataset |
| Louis Flacks | TRUSTEE | $5,000 | not reported in the loaded dataset |
| Neuberger Berman Bd LLC | INVESTMENT MANAGEMENT | $4,478 | not reported in the loaded dataset |