Twu-Westchester Pbl Health Benefit Trust — Form 5500 plan (Twu Westchester Pbl Health Benefit Trust)
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, Twu-Westchester Pbl Health Benefit Trust is a benefit plan reported by Twu Westchester Pbl Health Benefit Trust under EIN 13-6601635 and plan number 501. The latest loaded filing year is 2023. The filing reports 880 participants and $23,391,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twu Westchester Pbl Health Benefit Trust
- EIN
- 13-6601635
- Plan number
- 501
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 880
- End-of-year plan assets
- $23,391,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 880 | H, C | 20241014143736NAL0052701826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,391,515
- Total liabilities (EOY)
- $1,088,995
- Net assets (EOY)
- $22,302,520
- Net assets (BOY)
- $18,673,892
Income & contributions
- Employer contributions
- $23,799,383
- Participant contributions
- $2,132,419
- Total contributions
- $25,931,802
- Total income / additions
- $28,508,747
Expenses & distributions
- Benefits paid
- $24,589,344
- Administrative expenses
- $290,775
- Total expenses
- $24,880,119
- Net increase / (decrease)
- $3,628,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $69,600 | not reported in the loaded dataset | 2023 |
| Fabian & Byrn, LLC | NONE | $66,847 | not reported in the loaded dataset | 2023 |
| Epstein Becker & Green Pc | NONE | $33,047 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills | NONE | $33,047 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $15,224 | $0 | 2023 |
| Alan Ross & Company, Pc | NONE | $12,750 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $8,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twu Westchester Pbl Health Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Milliman, Inc. — Schedule C compensation
- Fabian & Byrn, LLC — Schedule C compensation
- Epstein Becker & Green Pc — Schedule C compensation
- Colleran, O'Hara & Mills — Schedule C compensation
- Cigna — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation