2023 Form 5500 filing — Health Professionals And Allied Employees Aft/Afl- Retiree Medical Trust
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 20250304141806NAL0003662915001) for Health Professionals And Allied Employees Aft/Afl- Retiree Medical Trust, reported by Health Professionals & Allied Employees. Retiree Medical Trust under EIN 68-6254830 and plan number 501. It reports 14,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304141806NAL0003662915001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Health Professionals & Allied Employees. Retiree Medical Trust
- EIN
- 68-6254830
- Plan number
- 501
- Location
- Englewood Cliffs, NJ
- Participants
- 14,739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,612,139
- Total liabilities (EOY)
- $41,509
- Net assets (EOY)
- $35,570,630
- Employer contributions
- $21,629
- Participant contributions
- $2,036,455
- Total income / additions
- $6,925,801
- Benefits paid
- $394,836
- Administrative expenses
- $420,581
- Total expenses
- $815,417
- Net increase / (decrease)
- $6,110,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $172,252 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $64,834 | $0 |
| The Wagner Law Group | NONE | $63,737 | not reported in the loaded dataset |
| Progressive Benefit Solutions, Inc | NONE | $42,744 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | NONE | $21,000 | not reported in the loaded dataset |
| Cheiron Inc. | NONE | $12,500 | not reported in the loaded dataset |