The Agma Health Fund — Form 5500 plan (Board Of Trustees Agma 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, The Agma Health Fund is a benefit plan reported by Board Of Trustees Agma Health Fund under EIN 13-2643045 and plan number 501. The latest loaded filing year is 2023. The filing reports 951 participants and $13,776,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Agma Health Fund
- EIN
- 13-2643045
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 951
- End-of-year plan assets
- $13,776,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20250314144638NAL0037548224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,776,019
- Total liabilities (EOY)
- $1,286,304
- Net assets (EOY)
- $12,489,715
- Net assets (BOY)
- $10,364,130
Income & contributions
- Employer contributions
- $11,390,250
- Participant contributions
- $796,507
- Total contributions
- $12,186,757
- Total income / additions
- $13,304,364
Expenses & distributions
- Benefits paid
- $9,901,161
- Administrative expenses
- $1,277,618
- Total expenses
- $11,178,779
- Net increase / (decrease)
- $2,125,585
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Ins Co | NONE | $306,626 | not reported in the loaded dataset | 2023 |
| Rhonda Murray | NONE | $219,516 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $123,514 | not reported in the loaded dataset | 2023 |
| Debra Levin | NONE | $123,005 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | NONE | $120,082 | not reported in the loaded dataset | 2023 |
| Alejandra Vega-Rojas | NONE | $82,629 | not reported in the loaded dataset | 2023 |
| Dawn Nedd | NONE | $71,994 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $58,692 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $52,674 | not reported in the loaded dataset | 2023 |
| Sania Khan | NONE | $47,500 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $43,121 | not reported in the loaded dataset | 2023 |
| Hilb Group Of New England LLC | NONE | $38,366 | not reported in the loaded dataset | 2023 |
| Daniel Graham | NONE | $37,653 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $26,486 | $0 | 2023 |
| M&T Bank | NONE | $18,306 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Wex Health Inc | NONE | $10,451 | not reported in the loaded dataset | 2023 |
| Locktight Solutions, Inc | NONE | $10,111 | not reported in the loaded dataset | 2023 |
| Adp, Inc | NONE | $8,862 | not reported in the loaded dataset | 2023 |
| Royal Printing | NONE | $5,589 | not reported in the loaded dataset | 2023 |
| Administrative Services Only, Inc | NONE | $5,145 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Agma Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Aetna Life Ins Co — Schedule C compensation
- Rhonda Murray — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Debra Levin — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Alejandra Vega-Rojas — Schedule C compensation
- Dawn Nedd — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Sania Khan — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Hilb Group Of New England LLC — Schedule C compensation
- Daniel Graham — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- M&T Bank — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Wex Health Inc — Schedule C compensation
- Locktight Solutions, Inc — Schedule C compensation
- Adp, Inc — Schedule C compensation
- Royal Printing — Schedule C compensation
- Administrative Services Only, Inc — Schedule C compensation