Massachusetts Employers/Seiu Local 888 Health And Welfare Plan — Form 5500 plan (Massachusetts Employers/Seiu Local 888 Trust 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, Massachusetts Employers/Seiu Local 888 Health And Welfare Plan is a benefit plan reported by Massachusetts Employers/Seiu Local 888 Trust Fund under EIN 04-3240891 and plan number 501. The latest loaded filing year is 2023. The filing reports 465 participants and $4,374,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Massachusetts Employers/Seiu Local 888 Trust Fund
EIN
04-3240891
Plan number
501
Plan type
1
Location
Braintree, MA
Latest filing year
2023
Participants
465
End-of-year plan assets
$4,374,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023465H, C20241008111847NAL0016513313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,374,969
Total liabilities (EOY)
$89,360
Net assets (EOY)
$4,285,609
Net assets (BOY)
$3,961,830

Income & contributions

Employer contributions
$2,826,078
Participant contributions
$143,203
Total contributions
$2,969,281
Total income / additions
$3,397,525

Expenses & distributions

Benefits paid
$2,856,431
Administrative expenses
$217,315
Total expenses
$3,073,746
Net increase / (decrease)
$323,779

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Seiu Local 888COMMON MEMBERS$124,205not reported in the loaded dataset2023
Blue Cross Blue Shield Of MassNONE$25,273not reported in the loaded dataset2023
F L PutnamINVESTMENT ADVISOR$15,976not reported in the loaded dataset2023
Manzi & Associates LLCNONE$15,000not reported in the loaded dataset2023
O'Brien, Riley & Ryan PcNONE$13,325not reported in the loaded dataset2023

Related Form 5500 pages