Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio — Form 5500 plan (Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio)
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, Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio is a benefit plan reported by Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio under EIN 13-6674743 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,502 participants and $569,780,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio
- EIN
- 13-6674743
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 6,502
- End-of-year plan assets
- $569,780,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,502 | H, C | 20241014093115NAL0026913905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $569,780,531
- Total liabilities (EOY)
- $19,463,862
- Net assets (EOY)
- $550,316,669
- Net assets (BOY)
- $464,079,112
Income & contributions
- Employer contributions
- $194,428,112
- Participant contributions
- $7,229,089
- Total contributions
- $201,657,201
- Total income / additions
- $261,745,197
Expenses & distributions
- Benefits paid
- $171,340,507
- Administrative expenses
- $4,167,133
- Total expenses
- $175,507,640
- Net increase / (decrease)
- $86,237,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $2,376,180 | $0 | 2023 |
| Congress Asset Management Company | NONE | $716,045 | $0 | 2023 |
| William Faranda | EMPLOYEE | $267,677 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | AUDITOR | $206,955 | not reported in the loaded dataset | 2023 |
| Sandra Chin | EMPLOYEE | $199,711 | not reported in the loaded dataset | 2023 |
| Derek Davis | EMPLOYEE | $190,889 | not reported in the loaded dataset | 2023 |
| Seledent Inc | NONE | $186,297 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $163,033 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $157,430 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc | NONE | $97,076 | $49,236 | 2023 |
| Mpc Capital Advisors LLC | NONE | $138,917 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $130,002 | $0 | 2023 |
| Annette Hassell | EMPLOYEE | $115,414 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates Inc | NONE | $109,835 | $0 | 2023 |
| Mabel Lau | EMPLOYEE | $103,452 | not reported in the loaded dataset | 2023 |
| Dataprise Inc | NONE | $101,805 | not reported in the loaded dataset | 2023 |
| Pitta Llp | ATTORNEY | $88,903 | not reported in the loaded dataset | 2023 |
| Margarita Ionescu | EMPLOYEE | $74,355 | not reported in the loaded dataset | 2023 |
| Judith Lozano | EMPLOYEE | $70,378 | not reported in the loaded dataset | 2023 |
| Milagros Rivera | EMPLOYEE | $69,900 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase | NONE | $62,112 | $0 | 2023 |
| Rachel Martinelli | EMPLOYEE | $45,089 | not reported in the loaded dataset | 2023 |
| Kmr Systems Corporation | NONE | $43,430 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $12,657 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio
- 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
- Congress Asset Management Company — Schedule C compensation
- William Faranda — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Sandra Chin — Schedule C compensation
- Derek Davis — Schedule C compensation
- Seledent Inc — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Optumrx, Inc — Schedule C compensation
- Mpc Capital Advisors LLC — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Annette Hassell — Schedule C compensation
- Stacey Braun Associates Inc — Schedule C compensation
- Mabel Lau — Schedule C compensation
- Dataprise Inc — Schedule C compensation
- Pitta Llp — Schedule C compensation
- Margarita Ionescu — Schedule C compensation
- Judith Lozano — Schedule C compensation
- Milagros Rivera — Schedule C compensation
- Jp Morgan Chase — Schedule C compensation
- Rachel Martinelli — Schedule C compensation
- Kmr Systems Corporation — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation