Local 1102 Health And Benefit Fund — Form 5500 plan (Local 1102 Health & Benefit 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, Local 1102 Health And Benefit Fund is a benefit plan reported by Local 1102 Health & Benefit Fund under EIN 13-1768188 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,792 participants and $154,670,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 1102 Health & Benefit Fund
- EIN
- 13-1768188
- Plan number
- 501
- Plan type
- 1
- Location
- Woodbury, NY
- Latest filing year
- 2023
- Participants
- 2,792
- End-of-year plan assets
- $154,670,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,792 | H, C | 20240716133231NAL0002647073002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,670,220
- Total liabilities (EOY)
- $6,585,464
- Net assets (EOY)
- $148,084,756
- Net assets (BOY)
- $124,094,933
Income & contributions
- Employer contributions
- $27,804,418
- Participant contributions
- $71,484
- Total contributions
- $27,875,902
- Total income / additions
- $50,428,000
Expenses & distributions
- Benefits paid
- $23,626,474
- Administrative expenses
- $2,811,703
- Total expenses
- $26,438,177
- Net increase / (decrease)
- $23,989,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 1102 Rwdsu | AFFILIATED LOCAL UNION | $1,371,753 | not reported in the loaded dataset | 2023 |
| Local 1102 Retirement Trust | AFFILIATED BENEFIT FUND | $834,794 | not reported in the loaded dataset | 2023 |
| Hudson Canyon Capital Management Ll | NONE | $293,039 | not reported in the loaded dataset | 2023 |
| Magnacare Administrative Services | NONE | $197,245 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $159,450 | not reported in the loaded dataset | 2023 |
| Rothman, Rocco, Laruffa, Llp | NONE | $121,254 | not reported in the loaded dataset | 2023 |
| Dd Services Inc | NONE | $74,071 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | NONE | $38,813 | not reported in the loaded dataset | 2023 |
| Berdon Llp | NONE | $35,427 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Dahab Associates | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $17,239 | $2,202 | 2023 |
| The Rawlings Company LLC | NONE | $14,709 | $3,236 | 2023 |
| Bridgeway Benefit Technolgies | NONE | $17,262 | not reported in the loaded dataset | 2023 |
| Que Graphics & Communications | NONE | $13,676 | not reported in the loaded dataset | 2023 |
| Dr. Joseph Devito, Md | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 1102 Health & Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Woodbury, NY
- Local 1102 Rwdsu — Schedule C compensation
- Local 1102 Retirement Trust — Schedule C compensation
- Hudson Canyon Capital Management Ll — Schedule C compensation
- Magnacare Administrative Services — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Rothman, Rocco, Laruffa, Llp — Schedule C compensation
- Dd Services Inc — Schedule C compensation
- C.S. Mckee — Schedule C compensation
- Berdon Llp — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Dahab Associates — Schedule C compensation
- Comerica — Schedule C compensation
- The Rawlings Company LLC — Schedule C compensation
- Bridgeway Benefit Technolgies — Schedule C compensation
- Que Graphics & Communications — Schedule C compensation
- Dr. Joseph Devito, Md — Schedule C compensation