International Association Of Machinists District 15 Health Fund — Form 5500 plan (I.A.M. District 15 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, International Association Of Machinists District 15 Health Fund is a benefit plan reported by I.A.M. District 15 Health Fund under EIN 13-5598021 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,273 participants and $75,884,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.A.M. District 15 Health Fund
- EIN
- 13-5598021
- Plan number
- 501
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 1,273
- End-of-year plan assets
- $75,884,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,273 | H, C | 20241015225751NAL0015500339002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,884,918
- Total liabilities (EOY)
- $4,014,943
- Net assets (EOY)
- $71,869,975
- Net assets (BOY)
- $66,514,946
Income & contributions
- Employer contributions
- $25,657,487
- Participant contributions
- $36,556
- Total contributions
- $25,694,043
- Total income / additions
- $32,447,911
Expenses & distributions
- Benefits paid
- $24,727,645
- Administrative expenses
- $2,365,237
- Total expenses
- $27,092,882
- Net increase / (decrease)
- $5,355,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | SERVICES RELATED PLAN | $1,383,934 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | SERVICES RELATED PLAN | $104,800 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | NONE | $0 | $68,378 | 2023 |
| Amalgamated Bank | SERVICES RELATED PLAN | $58,686 | $0 | 2023 |
| Med Review, Inc. | NONE | $56,993 | not reported in the loaded dataset | 2023 |
| Tarter Krinsky & Drogin | SERVICES RELATED PLAN | $54,191 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors, Inc. | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $0 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance, Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.A.M. District 15 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith American Solutions — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Med Review, Inc. — Schedule C compensation
- Tarter Krinsky & Drogin — Schedule C compensation
- Segal Marco Advisors, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Empire Healthchoice Assurance, Inc. — Schedule C compensation