Laborers' Local 157 Health Benefits Fund — Form 5500 plan (Laborers' Local 157 Health Benefits 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, Laborers' Local 157 Health Benefits Fund is a benefit plan reported by Laborers' Local 157 Health Benefits Fund under EIN 14-1437195 and plan number 501. The latest loaded filing year is 2023. The filing reports 320 participants and $18,249,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers' Local 157 Health Benefits Fund
- EIN
- 14-1437195
- Plan number
- 501
- Plan type
- 1
- Location
- Schenectady, NY
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $18,249,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20250414183321NAL0004323490001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,249,247
- Total liabilities (EOY)
- $3,581,222
- Net assets (EOY)
- $14,668,025
- Net assets (BOY)
- $12,324,183
Income & contributions
- Employer contributions
- $5,304,508
- Participant contributions
- $20,445
- Total contributions
- $5,324,953
- Total income / additions
- $6,476,619
Expenses & distributions
- Benefits paid
- $3,472,884
- Administrative expenses
- $659,893
- Total expenses
- $4,132,777
- Net increase / (decrease)
- $2,343,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital District Physician'S Health | NONE | $171,163 | not reported in the loaded dataset | 2023 |
| Michael Brady | EMPLOYEE | $73,759 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $51,150 | not reported in the loaded dataset | 2023 |
| Nikki France | EMPLOYEE | $43,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $42,484 | $0 | 2023 |
| Iris Sweeney | EMPLOYEE | $38,834 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $35,366 | not reported in the loaded dataset | 2023 |
| Teal Becker & Chiaramonte, Cpas Pc | NONE | $34,200 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $25,207 | not reported in the loaded dataset | 2023 |
| Joseph Mccarthy | NONE | $21,249 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management | NONE | $12,903 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $6,330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers' Local 157 Health Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Schenectady, NY
- Capital District Physician'S Health — Schedule C compensation
- Michael Brady — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Nikki France — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Iris Sweeney — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Teal Becker & Chiaramonte, Cpas Pc — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Joseph Mccarthy — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Delta Dental — Schedule C compensation