2023 Form 5500 filing — Local 807 Labor-Management 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 20250317083101NAL0001473265001) for Local 807 Labor-Management Health Fund, reported by Board Of Trustees Of The Local 807 Labor-Management Health Fund under EIN 13-5548780 and plan number 501. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317083101NAL0001473265001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Local 807 Labor-Management Health Fund
- EIN
- 13-5548780
- Plan number
- 501
- Location
- Long Island City, NY
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,668,998
- Total liabilities (EOY)
- $2,597,257
- Net assets (EOY)
- $75,071,741
- Employer contributions
- $10,734,405
- Participant contributions
- $114,354
- Total income / additions
- $17,731,198
- Benefits paid
- $11,804,781
- Administrative expenses
- $1,515,485
- Total expenses
- $13,320,266
- Net increase / (decrease)
- $4,410,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnacare Administrative Svcs, LLC | NONE | $295,490 | not reported in the loaded dataset |
| The Segal Co (Eastern States), Inc. | NONE | $245,896 | not reported in the loaded dataset |
| Empire Blue Cross Blue Shield | NONE | $200,578 | not reported in the loaded dataset |
| Boyle, Sean | NONE | $129,962 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $115,540 | not reported in the loaded dataset |
| Turkovic, Branca | NONE | $102,303 | not reported in the loaded dataset |
| Delmar, Michelle | NONE | $94,040 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $93,660 | not reported in the loaded dataset |
| Casanova, Teresa | NONE | $83,076 | not reported in the loaded dataset |
| Ortiz, Nancy | NONE | $75,570 | not reported in the loaded dataset |
| Garcia, Lorena | NONE | $59,753 | not reported in the loaded dataset |
| David W. New P.C. | NONE | $57,608 | not reported in the loaded dataset |
| Marengo, Danielle | NONE | $56,055 | not reported in the loaded dataset |
| Batista, Julissa | NONE | $52,088 | not reported in the loaded dataset |
| Barksdale Investment Management | NONE | $47,996 | not reported in the loaded dataset |
| Molina, Jocelina | NONE | $47,750 | not reported in the loaded dataset |
| Ramchandani, Radhika | NONE | $47,727 | not reported in the loaded dataset |
| Lore, Linda | NONE | $37,195 | not reported in the loaded dataset |
| Melamud, Irina | NONE | $36,724 | not reported in the loaded dataset |
| Premier Technology Solutions, Inc. | NONE | $23,984 | not reported in the loaded dataset |
| Mr. Microchip Software Center, Inc. | NONE | $18,073 | not reported in the loaded dataset |
| Administrative Services Only, Inc. | NONE | $17,969 | not reported in the loaded dataset |
| Medreview, Inc. | NONE | $12,096 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $9,000 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $7,937 | not reported in the loaded dataset |
| Segal Select Insurance Services,Inc | NONE | $0 | $7,920 |