2023 Form 5500 filing — Local 14-M Health And Welfare 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 20250212120836NAL0010854515001) for Local 14-M Health And Welfare Fund, reported by Local 14-M Health And Welfare Fund under EIN 23-1599630 and plan number 501. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212120836NAL0010854515001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 14-M Health And Welfare Fund
- EIN
- 23-1599630
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,788,679
- Total liabilities (EOY)
- $498,800
- Net assets (EOY)
- $7,289,879
- Employer contributions
- $3,226,758
- Participant contributions
- $755,024
- Total income / additions
- $4,344,361
- Benefits paid
- $4,148,938
- Administrative expenses
- $133,638
- Total expenses
- $4,282,576
- Net increase / (decrease)
- $61,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Co. | NONE | $165,205 | not reported in the loaded dataset |
| Richard Gabriel Associates | NONE | $69,218 | not reported in the loaded dataset |
| Gcc Ibt District Council 9 | RELATED ORGANIZATION | $46,089 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $15,050 | not reported in the loaded dataset |
| Benecard Services Inc | NONE | $7,598 | not reported in the loaded dataset |