International Brotherhood Of Trade Unions Local 713 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Local 713 Health & Wel)
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, International Brotherhood Of Trade Unions Local 713 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Local 713 Health & Wel under EIN 11-6490308 and plan number 501. The latest loaded filing year is 2023. The filing reports 16,111 participants and $48,514,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 713 Health & Wel
- EIN
- 11-6490308
- Plan number
- 501
- Plan type
- 1
- Location
- Carle Place, NY
- Latest filing year
- 2023
- Participants
- 16,111
- End-of-year plan assets
- $48,514,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,111 | H, C | 20241015104531NAL0016169315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,514,654
- Total liabilities (EOY)
- $26,813,351
- Net assets (EOY)
- $21,701,303
- Net assets (BOY)
- $15,180,343
Income & contributions
- Employer contributions
- $204,368,847
- Total contributions
- $204,368,847
- Total income / additions
- $211,318,917
Expenses & distributions
- Benefits paid
- $203,403,796
- Administrative expenses
- $1,394,161
- Total expenses
- $204,797,957
- Net increase / (decrease)
- $6,520,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Daniel H. Cook Associates, Inc. | NONE | $6,030,076 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance, Inc. | NONE | $2,656,568 | not reported in the loaded dataset | 2023 |
| Hercules Health Technologies, LLC | NONE | $1,355,996 | not reported in the loaded dataset | 2023 |
| Ibotu Local 713 | RELATED PARTY | $812,557 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott | NONE | $264,428 | not reported in the loaded dataset | 2023 |
| Magnacare Administrative Services | NONE | $205,471 | not reported in the loaded dataset | 2023 |
| Sal Iannello | EMPLOYEE | $150,219 | not reported in the loaded dataset | 2023 |
| Emblem Health Inc. | NONE | $140,714 | not reported in the loaded dataset | 2023 |
| Adela Lutz | EMPLOYEE | $107,983 | not reported in the loaded dataset | 2023 |
| Akash Dhir | EMPLOYEE | $88,386 | not reported in the loaded dataset | 2023 |
| Erika Burgos | EMPLOYEE | $74,731 | not reported in the loaded dataset | 2023 |
| Mira Wilson | EMPLOYEE | $54,832 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | NONE | $52,860 | not reported in the loaded dataset | 2023 |
| Lucille Romain | EMPLOYEE | $51,390 | not reported in the loaded dataset | 2023 |
| Marta Hernadez | EMPLOYEE | $37,978 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $25,116 | not reported in the loaded dataset | 2023 |
| D.D. Services, Inc. | NONE | $6,622 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 713 Health & Wel
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Carle Place, NY
- Daniel H. Cook Associates, Inc. — Schedule C compensation
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Hercules Health Technologies, LLC — Schedule C compensation
- Ibotu Local 713 — Schedule C compensation
- Janney Montgomery Scott — Schedule C compensation
- Magnacare Administrative Services — Schedule C compensation
- Sal Iannello — Schedule C compensation
- Emblem Health Inc. — Schedule C compensation
- Adela Lutz — Schedule C compensation
- Akash Dhir — Schedule C compensation
- Erika Burgos — Schedule C compensation
- Mira Wilson — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Lucille Romain — Schedule C compensation
- Marta Hernadez — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- D.D. Services, Inc. — Schedule C compensation