District Council 37 Health And Benefit Fund — Form 5500 plan (District Council 37 Health And Benefit F)
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, District Council 37 Health And Benefit Fund is a benefit plan reported by District Council 37 Health And Benefit F under EIN 13-2659322 and plan number 501. The latest loaded filing year is 2023. The filing reports 491 participants and $7,958,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- District Council 37 Health And Benefit F
- EIN
- 13-2659322
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 491
- End-of-year plan assets
- $7,958,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 491 | H, C | 20250116175714NAL0013904819002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,958,120
- Total liabilities (EOY)
- $2,210,882
- Net assets (EOY)
- $5,747,238
- Net assets (BOY)
- $7,232,927
Income & contributions
- Employer contributions
- $7,408,359
- Participant contributions
- $29,202
- Total contributions
- $7,437,561
- Total income / additions
- $8,551,172
Expenses & distributions
- Benefits paid
- $9,404,844
- Administrative expenses
- $632,017
- Total expenses
- $10,036,861
- Net increase / (decrease)
- -$1,485,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Health Choice Assurance, Inc | NONE | $132,107 | not reported in the loaded dataset | 2023 |
| Local 95 Welfare Fund | NONE | $83,350 | not reported in the loaded dataset | 2023 |
| Ho Ming Lai | NONE | $70,076 | not reported in the loaded dataset | 2023 |
| Annel Ortiz | NONE | $57,778 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services LLC | NONE | $46,000 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $41,436 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | NONE | $38,964 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit (Formerly Issi) | NONE | $38,931 | not reported in the loaded dataset | 2023 |
| Epiphany Rx, LLC | NONE | $35,327 | $0 | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Locktight Solutions, Inc. | NONE | $8,777 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for District Council 37 Health And Benefit F
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empire Health Choice Assurance, Inc — Schedule C compensation
- Local 95 Welfare Fund — Schedule C compensation
- Ho Ming Lai — Schedule C compensation
- Annel Ortiz — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Bridgeway Benefit (Formerly Issi) — Schedule C compensation
- Epiphany Rx, LLC — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- Locktight Solutions, Inc. — Schedule C compensation