Metal Trades Branch Local 638 Hospital And Welfare Fund — Form 5500 plan (Board Of Trustees Of Metal Trades Branch Local 638 Hospital & Welfare)
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, Metal Trades Branch Local 638 Hospital And Welfare Fund is a benefit plan reported by Board Of Trustees Of Metal Trades Branch Local 638 Hospital & Welfare under EIN 13-6211854 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,225 participants and $48,760,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Metal Trades Branch Local 638 Hospital & Welfare
- EIN
- 13-6211854
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 3,225
- End-of-year plan assets
- $48,760,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,225 | H, C | 20250402130536NAL0004919507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,760,171
- Total liabilities (EOY)
- $12,009,337
- Net assets (EOY)
- $36,750,834
- Net assets (BOY)
- $32,830,462
Income & contributions
- Employer contributions
- $84,984,356
- Participant contributions
- $888,443
- Total contributions
- $85,872,799
- Total income / additions
- $89,715,893
Expenses & distributions
- Benefits paid
- $84,186,512
- Administrative expenses
- $1,609,009
- Total expenses
- $85,795,521
- Net increase / (decrease)
- $3,920,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc. | NONE | $2,413,728 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $1,124,315 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | NONE | $147,122 | not reported in the loaded dataset | 2023 |
| Integrity Pharmaceutical Advisors, | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $59,539 | not reported in the loaded dataset | 2023 |
| Louise Furio | NONE | $58,974 | not reported in the loaded dataset | 2023 |
| James C. White | NONE | $58,354 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $51,119 | not reported in the loaded dataset | 2023 |
| Roger Ross | NONE | $50,204 | not reported in the loaded dataset | 2023 |
| Frances Mccann | NONE | $38,925 | not reported in the loaded dataset | 2023 |
| Lapadula, Carlson & Co. Cpa | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Sabina Wright | NONE | $29,709 | not reported in the loaded dataset | 2023 |
| Sean Driscoll | NONE | $27,974 | not reported in the loaded dataset | 2023 |
| Stein & Stein, Attorneys At Law, Pc | NONE | $22,651 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills L.L.P. | NONE | $18,620 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Chubb & Son | NONE | $13,104 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $5,932 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Metal Trades Branch Local 638 Hospital & Welfare
- 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
- Express Scripts, Inc. — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- Integrity Pharmaceutical Advisors, — Schedule C compensation
- The Segal Company — Schedule C compensation
- Louise Furio — Schedule C compensation
- James C. White — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Roger Ross — Schedule C compensation
- Frances Mccann — Schedule C compensation
- Lapadula, Carlson & Co. Cpa — Schedule C compensation
- Sabina Wright — Schedule C compensation
- Sean Driscoll — Schedule C compensation
- Stein & Stein, Attorneys At Law, Pc — Schedule C compensation
- Colleran, O'Hara & Mills L.L.P. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Chubb & Son — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation