Laborers' Local No. 17 Health Benefit Fund — Form 5500 plan (Laborers' International Union Of N.A Local 17 Health 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, Laborers' Local No. 17 Health Benefit Fund is a benefit plan reported by Laborers' International Union Of N.A Local 17 Health Benefit Fund under EIN 14-6022217 and plan number 501. The latest loaded filing year is 2023. The filing reports 676 participants and $23,964,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers' International Union Of N.A Local 17 Health Benefit Fund
- EIN
- 14-6022217
- Plan number
- 501
- Plan type
- 1
- Location
- Newburgh, NY
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $23,964,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20241014170015NAL0013657491009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,964,630
- Total liabilities (EOY)
- $2,723,972
- Net assets (EOY)
- $21,240,658
- Net assets (BOY)
- $17,404,199
Income & contributions
- Employer contributions
- $11,254,854
- Participant contributions
- $2,141,960
- Total contributions
- $13,396,814
- Total income / additions
- $14,915,158
Expenses & distributions
- Benefits paid
- $9,644,328
- Administrative expenses
- $1,434,371
- Total expenses
- $11,078,699
- Net increase / (decrease)
- $3,836,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ioa Re, LLC | NONE | $412,430 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $184,237 | not reported in the loaded dataset | 2023 |
| Rbt Cpas, Llp | NONE | $62,178 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $43,442 | not reported in the loaded dataset | 2023 |
| The Standard Life Insurance Company | NONE | $43,299 | not reported in the loaded dataset | 2023 |
| Fidelity Insurance | NONE | $40,186 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services | NONE | $30,535 | not reported in the loaded dataset | 2023 |
| Spectrum Pension And Compensation | NONE | $21,443 | not reported in the loaded dataset | 2023 |
| Christopher J. Cerone | NONE | $21,290 | not reported in the loaded dataset | 2023 |
| Lisa Argenio | NONE | $18,970 | not reported in the loaded dataset | 2023 |
| Nxg Insurance | NONE | $16,335 | not reported in the loaded dataset | 2023 |
| Compudat Services Inc | NONE | $15,057 | not reported in the loaded dataset | 2023 |
| Lower Hudson Valley Eap | NONE | $9,975 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $8,333 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Associates, Pc | NONE | $6,844 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers' International Union Of N.A Local 17 Health Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Newburgh, NY
- Ioa Re, LLC — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Rbt Cpas, Llp — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- The Standard Life Insurance Company — Schedule C compensation
- Fidelity Insurance — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation
- Spectrum Pension And Compensation — Schedule C compensation
- Christopher J. Cerone — Schedule C compensation
- Lisa Argenio — Schedule C compensation
- Nxg Insurance — Schedule C compensation
- Compudat Services Inc — Schedule C compensation
- Lower Hudson Valley Eap — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Robert M. Cheverie & Associates, Pc — Schedule C compensation