2023 Form 5500 filing — Iupat District Council 11 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 20250412161521NAL0025180449001) for Iupat District Council 11 Health Fund, reported by Board Of Trustees-Iupat District Council 11 Health under EIN 06-0683942 and plan number 501. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412161521NAL0025180449001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Iupat District Council 11 Health
- EIN
- 06-0683942
- Plan number
- 501
- Location
- Meriden, CT
- Participants
- 952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,141,432
- Total liabilities (EOY)
- $2,755,331
- Net assets (EOY)
- $39,386,101
- Employer contributions
- $13,749,912
- Participant contributions
- $687,759
- Total income / additions
- $18,567,902
- Benefits paid
- $15,010,228
- Administrative expenses
- $1,451,801
- Total expenses
- $16,462,029
- Net increase / (decrease)
- $2,105,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions Inc | NONE | $489,172 | not reported in the loaded dataset |
| Anthem Health Plans Inc | NONE | $340,458 | $14,124 |
| Anchor Capital Advisors | NONE | $182,929 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $91,130 | $0 |
| Zelis Claims Integrity Inc | NONE | $83,633 | not reported in the loaded dataset |
| Segal Company | NONE | $75,504 | not reported in the loaded dataset |
| R.M. Cheverie & Associates | NONE | $69,300 | not reported in the loaded dataset |
| Labor First LLC | NONE | $51,001 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $40,620 | not reported in the loaded dataset |
| Lower Hudson Valley Eap | NONE | $18,892 | not reported in the loaded dataset |