2023 Form 5500 filing — Robert F Kennedy Farm Workers Medical 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 20250616220301NAL0001225569001) for Robert F Kennedy Farm Workers Medical Plan, reported by Robert F Kennedy Farm Workers under EIN 94-6186170 and plan number 501. It reports 3,016 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616220301NAL0001225569001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Robert F Kennedy Farm Workers
- EIN
- 94-6186170
- Plan number
- 501
- Location
- Keene, CA
- Participants
- 3,016
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,550,553
- Net assets (EOY)
- $17,550,553
- Employer contributions
- $24,604,189
- Participant contributions
- $101,375
- Total income / additions
- $26,148,248
- Benefits paid
- $19,004,498
- Administrative expenses
- $2,199,201
- Total expenses
- $21,203,699
- Net increase / (decrease)
- $4,944,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bush Gottlieb | ATTORNEY | $141,711 | not reported in the loaded dataset |
| Ross Communications | CONSULTANT | $120,000 | not reported in the loaded dataset |
| Patrick J Pine | EMPLOYEE | $96,224 | not reported in the loaded dataset |
| Mendez Petty Moreno Llp | AUDITOR | $80,000 | not reported in the loaded dataset |
| Mercedes Martinez | EMPLOYEE | $73,745 | not reported in the loaded dataset |
| Guadalupe Rodriguez | EMPLOYEE | $48,808 | not reported in the loaded dataset |
| Martinez Aguilasocho & Lynch | ATTORNEY | $42,950 | not reported in the loaded dataset |
| National Chavez Center | PLAN PARTICIPANT | $40,457 | not reported in the loaded dataset |
| Rosa Tirado | EMPLOYEE | $35,094 | not reported in the loaded dataset |
| Mariela Galaviz | EMPLOYEE | $27,910 | not reported in the loaded dataset |
| Jacquelin Galaviz | EMPLOYEE | $27,508 | not reported in the loaded dataset |
| Karen Navarro | EMPLOYEE | $27,369 | not reported in the loaded dataset |
| United Farmworker Of America | PLAN SPONSOR | not reported in the loaded dataset | not reported in the loaded dataset |
| Rachelle Perez | EMPLOYEE | not reported in the loaded dataset | not reported in the loaded dataset |
| Cesar Chavez Foundation | PLAN PARTICIPANT | not reported in the loaded dataset | not reported in the loaded dataset |
| Gallagher Benefit Services | MEDICAL BENEFITS ACTUARY | not reported in the loaded dataset | not reported in the loaded dataset |
| Verus | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset |
| Walter S Newmanjr Md | MEDICAL DIRECTOR | not reported in the loaded dataset | not reported in the loaded dataset |