Local 443 Transportation Health Service & Insurance Plan — Form 5500 plan (Board Of Trustees Local 443 Health Service & Insurance Plan)
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, Local 443 Transportation Health Service & Insurance Plan is a benefit plan reported by Board Of Trustees Local 443 Health Service & Insurance Plan under EIN 06-0942913 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,075 participants and $99,253,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 443 Health Service & Insurance Plan
- EIN
- 06-0942913
- Plan number
- 501
- Plan type
- 1
- Location
- New Haven, CT
- Latest filing year
- 2023
- Participants
- 3,075
- End-of-year plan assets
- $99,253,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,075 | H, C | 20250414090334NAL0002857952002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,253,180
- Total liabilities (EOY)
- $5,819,213
- Net assets (EOY)
- $93,433,967
- Net assets (BOY)
- $89,861,412
Income & contributions
- Employer contributions
- $32,757,141
- Participant contributions
- $579,676
- Total contributions
- $33,336,817
- Total income / additions
- $45,858,251
Expenses & distributions
- Benefits paid
- $40,536,050
- Administrative expenses
- $2,378,373
- Total expenses
- $42,914,423
- Net increase / (decrease)
- $2,943,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri State Joint Fund | AFFILIATED ORG. | $927,540 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | NONE | $584,068 | $0 | 2023 |
| Cresent Capital Group | NONE | $381,726 | $0 | 2023 |
| Claims Processor | EMPLOYEE | $162,256 | not reported in the loaded dataset | 2023 |
| Valenz Health | NONE | $101,564 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $85,905 | not reported in the loaded dataset | 2023 |
| Fund Manager | EMPLOYEE | $81,513 | not reported in the loaded dataset | 2023 |
| Uprise Health | NONE | $61,659 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $60,427 | not reported in the loaded dataset | 2023 |
| Mpl LLC | NONE | $0 | $53,891 | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $51,083 | $0 | 2023 |
| Claims Processor | EMPLOYEE | $48,555 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt | NONE | $47,260 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services,LLC | NONE | $44,950 | not reported in the loaded dataset | 2023 |
| Allegiant Rx | NONE | $40,302 | not reported in the loaded dataset | 2023 |
| Optum Rx | PHARMACY BENEFIT MANAGER | $26,067 | $12,452 | 2023 |
| Timothy Casey | EMPLOYER TRUSTEE | $17,566 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $15,833 | $0 | 2023 |
| Thomas Bayusik | UNION TRUSTEE | $11,753 | not reported in the loaded dataset | 2023 |
| Vsp Vision Care | VISION BENEFITS | $11,585 | $0 | 2023 |
| Hinge Health | NONE | $6,135 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 443 Health Service & Insurance Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New Haven, CT
- Tri State Joint Fund — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Cresent Capital Group — Schedule C compensation
- Claims Processor — Schedule C compensation
- Valenz Health — Schedule C compensation
- Fund Manager — Schedule C compensation
- Uprise Health — Schedule C compensation
- Mpl LLC — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Boyd Watterson Asset Mgmt — Schedule C compensation
- Reynolds Consulting Services,LLC — Schedule C compensation
- Allegiant Rx — Schedule C compensation
- Optum Rx — Schedule C compensation
- Timothy Casey — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Thomas Bayusik — Schedule C compensation
- Vsp Vision Care — Schedule C compensation
- Hinge Health — Schedule C compensation