32bj North Health Fund — Form 5500 plan (Board Of Trustees, 32bj North 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, 32bj North Health Fund is a benefit plan reported by Board Of Trustees, 32bj North Health Fund under EIN 13-1699839 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,698 participants and $59,854,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, 32bj North Health Fund
- EIN
- 13-1699839
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,698
- End-of-year plan assets
- $59,854,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,698 | H, C | 20241011085305NAL0022444769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,854,991
- Total liabilities (EOY)
- $7,283,635
- Net assets (EOY)
- $52,571,356
- Net assets (BOY)
- $46,188,382
Income & contributions
- Employer contributions
- $49,767,484
- Total contributions
- $49,767,484
- Total income / additions
- $54,645,972
Expenses & distributions
- Benefits paid
- $46,490,446
- Administrative expenses
- $1,772,552
- Total expenses
- $48,262,998
- Net increase / (decrease)
- $6,382,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Healthchoice Assurance Inc | NONE | $1,238,304 | not reported in the loaded dataset | 2023 |
| Building Service 32bj Health Fund | AFFILIATE | $1,157,412 | not reported in the loaded dataset | 2023 |
| Raab Sturm & Ganchrow Llp | NONE | $116,240 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $102,438 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $72,000 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $69,274 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $67,177 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Inc | NONE | $33,167 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $25,125 | $4,131 | 2023 |
| H&H Graphic Printing Communications | NONE | $28,966 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, Pc | NONE | $28,550 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $20,830 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase | NONE | $12,823 | not reported in the loaded dataset | 2023 |
| Mount Vernon Printing Company | NONE | $8,484 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, 32bj North Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Anthem Healthchoice Assurance Inc — Schedule C compensation
- Building Service 32bj Health Fund — Schedule C compensation
- Raab Sturm & Ganchrow Llp — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Delta Dental — Schedule C compensation
- The Segal Company — Schedule C compensation
- Meketa Investment Group Inc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- H&H Graphic Printing Communications — Schedule C compensation
- Slevin & Hart, Pc — Schedule C compensation
- Optum Rx — Schedule C compensation
- Jpmorgan Chase — Schedule C compensation
- Mount Vernon Printing Company — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation