Local 1035 Health Service & Insurance Plan — Form 5500 plan (Board Of Trustees Local 1035 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 1035 Health Service & Insurance Plan is a benefit plan reported by Board Of Trustees Local 1035 Health Service & Insurance Plan under EIN 06-0997832 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,175 participants and $62,239,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 1035 Health Service & Insurance Plan
- EIN
- 06-0997832
- Plan number
- 501
- Plan type
- 1
- Location
- South Windsor, CT
- Latest filing year
- 2023
- Participants
- 1,175
- End-of-year plan assets
- $62,239,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,175 | H, C | 20250414090334NAL0002857952004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,239,419
- Total liabilities (EOY)
- $2,180,237
- Net assets (EOY)
- $60,059,182
- Net assets (BOY)
- $54,034,704
Income & contributions
- Employer contributions
- $16,763,863
- Participant contributions
- $253,864
- Total contributions
- $17,017,727
- Total income / additions
- $22,983,043
Expenses & distributions
- Benefits paid
- $16,012,244
- Administrative expenses
- $1,203,621
- Total expenses
- $17,215,865
- Net increase / (decrease)
- $5,767,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri State Joint Fund | AFFILIATED ORGANIZATION | $466,110 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Sheild | NONE | $292,602 | $0 | 2023 |
| Fund Manager | EMPLOYEE | $101,790 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $74,491 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $63,705 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $57,182 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $51,248 | $0 | 2023 |
| Valenz Health | NONE | $47,948 | not reported in the loaded dataset | 2023 |
| Uprise Health | NONE | $31,022 | not reported in the loaded dataset | 2023 |
| Mpl LLC | NONE | $0 | $27,071 | 2023 |
| Allegiant Rx | NONE | $16,395 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $16,375 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $10,793 | $5,101 | 2023 |
| Boyd Watterson Asset Mgmt | NONE | $11,026 | not reported in the loaded dataset | 2023 |
| Waycross Partners LLC | NONE | $10,854 | not reported in the loaded dataset | 2023 |
| Glen Barksdale | UNION TRUSTEE | $10,387 | not reported in the loaded dataset | 2023 |
| Robert Ziobrowski | UNION TRUSTEE | $10,283 | not reported in the loaded dataset | 2023 |
| Vsp Vision Care | NONE | $6,266 | not reported in the loaded dataset | 2023 |
| Preferred Network Access | NONE | $5,257 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 1035 Health Service & Insurance Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in South Windsor, CT
- Tri State Joint Fund — Schedule C compensation
- Anthem Blue Cross Blue Sheild — Schedule C compensation
- Fund Manager — Schedule C compensation
- Claims Processor — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Valenz Health — Schedule C compensation
- Uprise Health — Schedule C compensation
- Mpl LLC — Schedule C compensation
- Allegiant Rx — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Optum Rx — Schedule C compensation
- Boyd Watterson Asset Mgmt — Schedule C compensation
- Waycross Partners LLC — Schedule C compensation
- Glen Barksdale — Schedule C compensation
- Robert Ziobrowski — Schedule C compensation
- Vsp Vision Care — Schedule C compensation
- Preferred Network Access — Schedule C compensation