2023 Form 5500 filing — Local 1035 Health Service & Insurance Plan
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 20250414090334NAL0002857952004) for Local 1035 Health Service & Insurance Plan, reported by Board Of Trustees Local 1035 Health Service & Insurance Plan under EIN 06-0997832 and plan number 501. It reports 1,175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414090334NAL0002857952004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 1035 Health Service & Insurance Plan
- EIN
- 06-0997832
- Plan number
- 501
- Location
- South Windsor, CT
- Participants
- 1,175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,239,419
- Total liabilities (EOY)
- $2,180,237
- Net assets (EOY)
- $60,059,182
- Employer contributions
- $16,763,863
- Participant contributions
- $253,864
- Total income / additions
- $22,983,043
- Benefits paid
- $16,012,244
- Administrative expenses
- $1,203,621
- Total expenses
- $17,215,865
- Net increase / (decrease)
- $5,767,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri State Joint Fund | AFFILIATED ORGANIZATION | $466,110 | not reported in the loaded dataset |
| Anthem Blue Cross Blue Sheild | NONE | $292,602 | $0 |
| Fund Manager | EMPLOYEE | $101,790 | not reported in the loaded dataset |
| Claims Processor | EMPLOYEE | $74,491 | not reported in the loaded dataset |
| Claims Processor | EMPLOYEE | $63,705 | not reported in the loaded dataset |
| Claims Processor | EMPLOYEE | $57,182 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $51,248 | $0 |
| Valenz Health | NONE | $47,948 | not reported in the loaded dataset |
| Uprise Health | NONE | $31,022 | not reported in the loaded dataset |
| Mpl LLC | NONE | $0 | $27,071 |
| Allegiant Rx | NONE | $16,395 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $16,375 | not reported in the loaded dataset |
| Optum Rx | NONE | $10,793 | $5,101 |
| Boyd Watterson Asset Mgmt | NONE | $11,026 | not reported in the loaded dataset |
| Waycross Partners LLC | NONE | $10,854 | not reported in the loaded dataset |
| Glen Barksdale | UNION TRUSTEE | $10,387 | not reported in the loaded dataset |
| Robert Ziobrowski | UNION TRUSTEE | $10,283 | not reported in the loaded dataset |
| Vsp Vision Care | NONE | $6,266 | not reported in the loaded dataset |
| Preferred Network Access | NONE | $5,257 | not reported in the loaded dataset |