2023 Form 5500 filing — Local 426 Health Benefit 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 20251204173856NAL0005114130001) for Local 426 Health Benefit Fund, reported by Board Of Trustees Of Local 426 Health Benefit Fund under EIN 87-1481071 and plan number 501. It reports 1,072 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251204173856NAL0005114130001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 426 Health Benefit Fund
- EIN
- 87-1481071
- Plan number
- 501
- Location
- Valley Stream, NY
- Participants
- 1,072
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,738,659
- Net assets (EOY)
- $1,738,659
- Employer contributions
- $20,300,742
- Total income / additions
- $20,345,148
- Benefits paid
- $19,399,742
- Administrative expenses
- $176,339
- Total expenses
- $19,576,081
- Net increase / (decrease)
- $769,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eastern States Joint Board | RELATED PARTY | $80,249 | not reported in the loaded dataset |
| Nora Roa | EMPLOYEE | $32,983 | not reported in the loaded dataset |
| Tpa Corporation | NONE | $27,479 | not reported in the loaded dataset |
| Lawrence Fischer | NONE | $15,900 | not reported in the loaded dataset |
| Fulman Mogila, Llp | NONE | $10,000 | not reported in the loaded dataset |