Asbestos Workers Local 12a Abatement Health Fund — Form 5500 plan (Board Of Trustees Of Asbestos Workers Local 12a Health 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, Asbestos Workers Local 12a Abatement Health Fund is a benefit plan reported by Board Of Trustees Of Asbestos Workers Local 12a Health Fund under EIN 11-3517511 and plan number 501. The latest loaded filing year is 2023. The filing reports 144 participants and $7,188,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Asbestos Workers Local 12a Health Fund
- EIN
- 11-3517511
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $7,188,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20250316100302NAL0000276977002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,188,891
- Total liabilities (EOY)
- $1,478,335
- Net assets (EOY)
- $5,710,556
- Net assets (BOY)
- $4,534,989
Income & contributions
- Employer contributions
- $3,097,514
- Participant contributions
- $530
- Total contributions
- $3,098,044
- Total income / additions
- $3,570,748
Expenses & distributions
- Benefits paid
- $2,127,123
- Administrative expenses
- $268,058
- Total expenses
- $2,395,181
- Net increase / (decrease)
- $1,175,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Colleran Ohara & Mills Llp | NONE | $71,192 | not reported in the loaded dataset | 2023 |
| Dh Cook Associates | NONE | $63,000 | not reported in the loaded dataset | 2023 |
| Joseph M. Stern Associate | NONE | $36,411 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp, Pc | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Bisceglie & Associates Pc | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $16,107 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $12,617 | not reported in the loaded dataset | 2023 |
| Rae Consulting | NONE | $8,708 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Asbestos Workers Local 12a Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Colleran Ohara & Mills Llp — Schedule C compensation
- Dh Cook Associates — Schedule C compensation
- Joseph M. Stern Associate — Schedule C compensation
- Gould Kobrick & Schlapp, Pc — Schedule C compensation
- Bisceglie & Associates Pc — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Rae Consulting — Schedule C compensation