Local 966 Health Fund — Form 5500 plan (Board Of Trustees Of The Local 966)
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 966 Health Fund is a benefit plan reported by Board Of Trustees Of The Local 966 under EIN 13-1911036 and plan number 501. The latest loaded filing year is 2023. The filing reports 300 participants and $759,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Local 966
- EIN
- 13-1911036
- Plan number
- 501
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $759,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241015193442NAL0029508161002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $759,626
- Total liabilities (EOY)
- $897,311
- Net assets (EOY)
- -$137,685
- Net assets (BOY)
- -$703,006
Income & contributions
- Employer contributions
- $4,595,884
- Total contributions
- $4,595,884
- Total income / additions
- $4,605,129
Expenses & distributions
- Benefits paid
- $3,634,911
- Administrative expenses
- $404,897
- Total expenses
- $4,039,808
- Net increase / (decrease)
- $565,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $191,272 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $95,604 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $30,099 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss And Simon Llp | NONE | $18,885 | not reported in the loaded dataset | 2023 |
| John Omeara | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Elixir Solutions | NONE | $10,919 | not reported in the loaded dataset | 2023 |
| Administrative Services Only | NONE | $8,775 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Local 966
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Benesys, Inc. — Schedule C compensation
- Aetna — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Cohen, Weiss And Simon Llp — Schedule C compensation
- John Omeara — Schedule C compensation
- Elixir Solutions — Schedule C compensation
- Administrative Services Only — Schedule C compensation