Plan5500

United Federation Of Teachers Health Care Chapter Benefit Fund — Form 5500 plan (United Federation Of Teachers Health Care Chapter Benefit 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, United Federation Of Teachers Health Care Chapter Benefit Fund is a benefit plan reported by United Federation Of Teachers Health Care Chapter Benefit Fund under EIN 13-6783346 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,648 participants and $43,287,729 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39.5MPlan net assets, end of year$39,494,398
Participants1.6KCovered participants reported1,648
Assets / participant$26.3KComputed: assets ÷ participants$26,267 (computed)
Provider compensation$689.9K7 Schedule C provider row(s)$689,898
Plan sponsor
United Federation Of Teachers Health Care Chapter Benefit Fund
EIN
13-6783346
Plan number
501
Plan type
1
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,648 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$43.3M total assets
Net assets$39.5MLiabilities$3.8M
Money in vs. money out
Total income / additions$40.9M
Total expenses$40.7M
Benefits paid / distributions$40M
Contributions
Employer$38.5M
Participant$532.6K
Full reported line items

Net assets

Total assets (EOY)
$43,287,729
Total liabilities (EOY)
$3,793,331
Net assets (EOY)
$39,494,398
Net assets (BOY)
$39,294,041

Income & contributions

Employer contributions
$38,547,075
Participant contributions
$532,635
Total contributions
$39,079,710
Total income / additions
$40,934,200

Expenses & distributions

Benefits paid
$40,010,983
Administrative expenses
$722,860
Total expenses
$40,733,843
Net increase / (decrease)
$200,357
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 99%Participant 1%
Total expenses ÷ net assets103%Computed ratio
Benefits paid ÷ total income98%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Express Scripts, Inc.$224.3K
    NONE · Direct $224.3K
  2. 2
    The Segal Company$175.9K
    PERF SERV FOR REL UNION · Direct $175.9K
  3. 3
    Deborah Rubin$124.9K
    NONE · Direct $124.9K
  4. 4
    Otto Biller Jr.$74.6K
    NONE · Direct $74.6K
  5. 5
    Amalgamated Bank$45.3K
    PERF SERV FOR REL UNION · Direct $45.3K
  6. 6
    Weaver And Tidwell Llp$27.2K
    PERF SERV FOR REL UNION · Direct $27.2K
  7. 7
    Mirkin & Gordon, P.C$17.7K
    NONE · Direct $17.7K

What to inspect next

Frequently asked questions

Who sponsors the United Federation Of Teachers Health Care Chapter Benefit Fund?
United Federation Of Teachers Health Care Chapter Benefit Fund is reported as sponsored by United Federation Of Teachers Health Care Chapter Benefit Fund (EIN 13-6783346, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Federation Of Teachers Health Care Chapter Benefit Fund?
The latest Form 5500 filing year loaded for United Federation Of Teachers Health Care Chapter Benefit Fund is 2023.
How many participants does United Federation Of Teachers Health Care Chapter Benefit Fund report?
United Federation Of Teachers Health Care Chapter Benefit Fund reports 1,648 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Federation Of Teachers Health Care Chapter Benefit Fund?
United Federation Of Teachers Health Care Chapter Benefit Fund reports $43,287,729 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages