Smart Local 137 Insurance Fund — Form 5500 plan (Bot Of Smart Local 137 Insurance 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, Smart Local 137 Insurance Fund is a benefit plan reported by Bot Of Smart Local 137 Insurance Fund under EIN 13-5520944 and plan number 501. The latest loaded filing year is 2023. The filing reports 364 participants and $16,898,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Of Smart Local 137 Insurance Fund
- EIN
- 13-5520944
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $16,898,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20240729141420NAL0019459329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,898,196
- Total liabilities (EOY)
- $2,283,372
- Net assets (EOY)
- $14,614,824
- Net assets (BOY)
- $13,698,300
Income & contributions
- Employer contributions
- $6,442,489
- Participant contributions
- $143,320
- Total contributions
- $6,585,809
- Total income / additions
- $8,040,671
Expenses & distributions
- Benefits paid
- $6,556,780
- Administrative expenses
- $567,367
- Total expenses
- $7,124,147
- Net increase / (decrease)
- $916,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $248,912 | not reported in the loaded dataset | 2023 |
| R. Basulto | NONE | $148,497 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $102,907 | not reported in the loaded dataset | 2023 |
| P. Kiernan | NONE | $95,376 | not reported in the loaded dataset | 2023 |
| S. D Freda | NONE | $94,440 | not reported in the loaded dataset | 2023 |
| S. Morgan | NONE | $46,730 | not reported in the loaded dataset | 2023 |
| The Segal Co (Eastern States), Inc. | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Cybersecop, LLC | NONE | $37,293 | not reported in the loaded dataset | 2023 |
| Guardian Life Insurance | NONE | $18,924 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills Llp | LEGAL | $17,862 | not reported in the loaded dataset | 2023 |
| Modern Administration Systems, LLC | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| American Portfolios Financial Svcs. | NONE | $10,311 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $10,260 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $9,422 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Svcs, Inc. | NONE | $0 | $1,111 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Of Smart Local 137 Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- R. Basulto — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- P. Kiernan — Schedule C compensation
- S. D Freda — Schedule C compensation
- S. Morgan — Schedule C compensation
- The Segal Co (Eastern States), Inc. — Schedule C compensation
- Cybersecop, LLC — Schedule C compensation
- Guardian Life Insurance — Schedule C compensation
- Colleran, O'Hara & Mills Llp — Schedule C compensation
- Modern Administration Systems, LLC — Schedule C compensation
- American Portfolios Financial Svcs. — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Segal Select Insurance Svcs, Inc. — Schedule C compensation