Local 22 Health Fund — Form 5500 plan (Local 22 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, Local 22 Health Fund is a benefit plan reported by Local 22 Health Fund under EIN 13-1805529 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,673 participants and $21,780,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 22 Health Fund
- EIN
- 13-1805529
- Plan number
- 501
- Plan type
- 1
- Location
- Valley Stream, NY
- Latest filing year
- 2023
- Participants
- 2,673
- End-of-year plan assets
- $21,780,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,673 | H, C | 20250128152317NAL0013755313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,780,044
- Total liabilities (EOY)
- $2,519,009
- Net assets (EOY)
- $19,261,035
- Net assets (BOY)
- $18,192,446
Income & contributions
- Employer contributions
- $10,919,863
- Participant contributions
- $6,549
- Total contributions
- $10,968,396
- Total income / additions
- $13,528,708
Expenses & distributions
- Benefits paid
- $11,467,737
- Administrative expenses
- $992,382
- Total expenses
- $12,460,119
- Net increase / (decrease)
- $1,068,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eastern States Board | SERVICES FOR REL EBP | $609,330 | not reported in the loaded dataset | 2023 |
| Dickinson Group | SERVICES FOR REL EBP | $414,246 | not reported in the loaded dataset | 2023 |
| Empire Bluecross Bluesheild | NONE | $225,699 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | SVCS FOR REL EBP & UNION | $47,849 | not reported in the loaded dataset | 2023 |
| Joe Giovinco | PERF. SVCS. FOR REL PLAN | $42,588 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | SVCS FOR REL EBP & UNION | $42,570 | not reported in the loaded dataset | 2023 |
| D.D. Services Inc. | NONE | $42,480 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $41,330 | $0 | 2023 |
| Vic Lagreca | PERF. SVCS. FOR REL PLAN | $38,407 | not reported in the loaded dataset | 2023 |
| Tpa Computer Corp | SERVICES FOR REL EBP | $22,545 | not reported in the loaded dataset | 2023 |
| Bryan C. Mccarthy | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Bank Of America Na | PERFORMED SVS FOR RELATED | $10,803 | $0 | 2023 |
| Quan-Vest Consultants, Inc. | PERFORMS SERVICES FOR REL | $7,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 22 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Stream, NY
- Eastern States Board — Schedule C compensation
- Dickinson Group — Schedule C compensation
- Empire Bluecross Bluesheild — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Joe Giovinco — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- D.D. Services Inc. — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Vic Lagreca — Schedule C compensation
- Tpa Computer Corp — Schedule C compensation
- Bryan C. Mccarthy — Schedule C compensation
- Bank Of America Na — Schedule C compensation
- Quan-Vest Consultants, Inc. — Schedule C compensation