Iamaw District No. 15 New England Area Health And — Form 5500 plan (Iamaw District No. 15 New England Area Health And Welfare Fund)
Plain-English plan 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, Iamaw District No. 15 New England Area Health And is a benefit plan reported by Iamaw District No. 15 New England Area Health And Welfare Fund under EIN 02-0351951 and plan number 501. The latest loaded filing year is 2023. The filing reports 250 participants and $3,547,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iamaw District No. 15 New England Area Health And Welfare Fund
- EIN
- 02-0351951
- Plan number
- 501
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $3,547,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250218162823NAL0007381346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,547,483
- Total liabilities (EOY)
- $423,365
- Net assets (EOY)
- $3,124,118
- Net assets (BOY)
- $2,856,691
Income & contributions
- Employer contributions
- $4,937,971
- Participant contributions
- $3,560
- Total contributions
- $4,941,531
- Total income / additions
- $5,122,921
Expenses & distributions
- Benefits paid
- $4,742,733
- Administrative expenses
- $112,761
- Total expenses
- $4,855,494
- Net increase / (decrease)
- $267,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Weaver And Tidwell, L.L.P | NONE | $42,843 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $20,670 | $0 | 2023 |
| Blue Cross Blue Shield Of Ma | NONE | $12,944 | not reported in the loaded dataset | 2023 |
| Langan And Dempsey | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iamaw District No. 15 New England Area Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Weaver And Tidwell, L.L.P — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Blue Cross Blue Shield Of Ma — Schedule C compensation
- Langan And Dempsey — Schedule C compensation