District Council 37 Local 95 Head Start Employees Welfare Fund — Form 5500 plan (District Council 37, Local 95 Head Start Employees Welfare 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, District Council 37 Local 95 Head Start Employees Welfare Fund is a benefit plan reported by District Council 37, Local 95 Head Start Employees Welfare Fund under EIN 13-3819669 and plan number 501. The latest loaded filing year is 2023. The filing reports 736 participants and $756,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- District Council 37, Local 95 Head Start Employees Welfare Fund
- EIN
- 13-3819669
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 736
- End-of-year plan assets
- $756,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 736 | H, C | 20241014132119NAL0027374705003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $756,340
- Total liabilities (EOY)
- $7,902,097
- Net assets (EOY)
- -$7,145,757
- Net assets (BOY)
- -$2,510,034
Income & contributions
- Employer contributions
- $8,811,749
- Participant contributions
- $25,085
- Total contributions
- $8,836,834
- Total income / additions
- $8,896,432
Expenses & distributions
- Benefits paid
- $12,899,718
- Administrative expenses
- $632,437
- Total expenses
- $13,532,155
- Net increase / (decrease)
- -$4,635,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $139,910 | not reported in the loaded dataset | 2023 |
| Randy Paul | EMPLOYEE | $110,280 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $90,537 | not reported in the loaded dataset | 2023 |
| Navitus Health Solutions | NONE | $58,758 | not reported in the loaded dataset | 2023 |
| Annel Ortiz | EMPLOYEE | $53,626 | not reported in the loaded dataset | 2023 |
| Donna Santana | EMPLOYEE | $36,015 | not reported in the loaded dataset | 2023 |
| Archer Byington Glennon & Levine | NONE | $29,741 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services, Inc. | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $16,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for District Council 37, Local 95 Head Start Employees Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Randy Paul — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Navitus Health Solutions — Schedule C compensation
- Annel Ortiz — Schedule C compensation
- Donna Santana — Schedule C compensation
- Archer Byington Glennon & Levine — Schedule C compensation
- Summit Actuarial Services, Inc. — Schedule C compensation
- Investment Performance Services — Schedule C compensation