2023 Form 5500 filing — Local 22 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 20250128152317NAL0013755313001) for Local 22 Health Fund, reported by Local 22 Health Fund under EIN 13-1805529 and plan number 501. It reports 2,673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128152317NAL0013755313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 22 Health Fund
- EIN
- 13-1805529
- Plan number
- 501
- Location
- Valley Stream, NY
- Participants
- 2,673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,780,044
- Total liabilities (EOY)
- $2,519,009
- Net assets (EOY)
- $19,261,035
- Employer contributions
- $10,919,863
- Participant contributions
- $6,549
- Total income / additions
- $13,528,708
- Benefits paid
- $11,467,737
- Administrative expenses
- $992,382
- Total expenses
- $12,460,119
- Net increase / (decrease)
- $1,068,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eastern States Board | SERVICES FOR REL EBP | $609,330 | not reported in the loaded dataset |
| Dickinson Group | SERVICES FOR REL EBP | $414,246 | not reported in the loaded dataset |
| Empire Bluecross Bluesheild | NONE | $225,699 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | SVCS FOR REL EBP & UNION | $47,849 | not reported in the loaded dataset |
| Joe Giovinco | PERF. SVCS. FOR REL PLAN | $42,588 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | SVCS FOR REL EBP & UNION | $42,570 | not reported in the loaded dataset |
| D.D. Services Inc. | NONE | $42,480 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $41,330 | $0 |
| Vic Lagreca | PERF. SVCS. FOR REL PLAN | $38,407 | not reported in the loaded dataset |
| Tpa Computer Corp | SERVICES FOR REL EBP | $22,545 | not reported in the loaded dataset |
| Bryan C. Mccarthy | NONE | $18,000 | not reported in the loaded dataset |
| Bank Of America Na | PERFORMED SVS FOR RELATED | $10,803 | $0 |
| Quan-Vest Consultants, Inc. | PERFORMS SERVICES FOR REL | $7,333 | not reported in the loaded dataset |