2023 Form 5500 filing — Local 802 Musicians 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 20250714110301NAL0000639859002) for Local 802 Musicians Health Fund, reported by Board Of Trustees Local 802 under EIN 13-6198844 and plan number 501. It reports 1,723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714110301NAL0000639859002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 802
- EIN
- 13-6198844
- Plan number
- 501
- Location
- New York, NY
- Participants
- 1,723
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,355,204
- Total liabilities (EOY)
- $2,418,476
- Net assets (EOY)
- $6,936,728
- Employer contributions
- $11,254,832
- Participant contributions
- $3,146,381
- Total income / additions
- $16,049,539
- Benefits paid
- $13,657,585
- Administrative expenses
- $1,886,651
- Total expenses
- $15,544,236
- Net increase / (decrease)
- $505,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lo. 802 Assoc. Musicians Of Gr. Ny | RELATED UNION | $842,010 | not reported in the loaded dataset |
| Empire Healthchoice Assurance, Inc. | NONE | $313,887 | not reported in the loaded dataset |
| The Segal Company | NONE | $123,885 | $71,205 |
| Save On Sp, LLC | NONE | $104,860 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $69,079 | not reported in the loaded dataset |
| Cohen, Weiss & Simon, Llp | UNION'S ATTORNEY | $61,444 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $59,715 | not reported in the loaded dataset |
| Comprehensive Consulting Solutions | NONE | $58,806 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $42,209 | not reported in the loaded dataset |
| Gould Kobrick & Schlapp Pc | UNION'S ACCOUNTANT | $42,000 | not reported in the loaded dataset |
| Express Scripts, Inc | NONE | $21,358 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $17,000 | not reported in the loaded dataset |
| Kobgo Associates, Inc | NONE | $12,040 | not reported in the loaded dataset |
| Adp Inc. | NONE | $9,936 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | not reported in the loaded dataset | $5,913 |