2023 Form 5500 filing — Bricklayers & Allied Craftworkers Local 2, Albany, Ny Health 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 20250212062925NAL0010707427001) for Bricklayers & Allied Craftworkers Local 2, Albany, Ny Health Benefit Fund, reported by Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F under EIN 14-1461803 and plan number 501. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212062925NAL0010707427001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F
- EIN
- 14-1461803
- Plan number
- 501
- Location
- Albany, NY
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,480,709
- Total liabilities (EOY)
- $1,313,343
- Net assets (EOY)
- $12,167,366
- Employer contributions
- $7,068,745
- Participant contributions
- $1,452,004
- Total income / additions
- $9,335,351
- Benefits paid
- $7,905,035
- Administrative expenses
- $682,039
- Total expenses
- $8,587,074
- Net increase / (decrease)
- $748,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvp Select Care, Inc | NONE | $215,703 | not reported in the loaded dataset |
| Meghan Lefsyk | NONE | $84,717 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $71,736 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $68,175 | not reported in the loaded dataset |
| Stacy Redmond | NONE | $65,069 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc | NONE | $47,200 | $0 |
| Michele Doughtie | NONE | $43,141 | not reported in the loaded dataset |
| Lisa Wallin | NONE | $41,221 | not reported in the loaded dataset |
| Modern Administration Systems LLC | NONE | $33,621 | not reported in the loaded dataset |
| Benjamin Zonca | NONE | $25,378 | not reported in the loaded dataset |
| Integra Consulting, Inc | NONE | $19,936 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $18,878 | $0 |
| Joseph W Mccarthy & Associates | NONE | $14,979 | not reported in the loaded dataset |
| Secure Network Technologies | NONE | $14,600 | not reported in the loaded dataset |
| Express Scripts, Inc | NONE | $13,960 | not reported in the loaded dataset |
| Checkwise Payroll LLC | NONE | $7,924 | not reported in the loaded dataset |
| Karpus Investment Management | NONE | $6,849 | not reported in the loaded dataset |
| Ocio Monitor | NONE | $5,700 | not reported in the loaded dataset |