Local 73 Health & Welfare Fund — Form 5500 plan (Local 73 Health & Welfare 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, Local 73 Health & Welfare Fund is a benefit plan reported by Local 73 Health & Welfare Fund under EIN 16-1067148 and plan number 501. The latest loaded filing year is 2023. The filing reports 402 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 73 Health & Welfare Fund
- EIN
- 16-1067148
- Plan number
- 501
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 402
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20241003100006NAL0009711441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $7,655,135
Income & contributions
- Employer contributions
- $2,194,874
- Participant contributions
- $69,843
- Total contributions
- $2,264,717
- Total income / additions
- $2,835,588
Expenses & distributions
- Benefits paid
- $1,451,237
- Administrative expenses
- $382,306
- Total expenses
- $1,833,543
- Net increase / (decrease)
- $1,002,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heather Turk | NONE | $65,462 | not reported in the loaded dataset | 2023 |
| Blitman King | NONE | $43,087 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $42,075 | not reported in the loaded dataset | 2023 |
| Kelley Daggett | NONE | $39,600 | not reported in the loaded dataset | 2023 |
| Aetna Inc | NONE | $22,719 | not reported in the loaded dataset | 2023 |
| Alivia Turk | NONE | $11,560 | not reported in the loaded dataset | 2023 |
| Tpa Consulting Services, LLC | NONE | $9,774 | not reported in the loaded dataset | 2023 |
| Keenan & Associates | NONE | $7,820 | not reported in the loaded dataset | 2023 |
| Right Rx, LLC | NONE | $7,088 | not reported in the loaded dataset | 2023 |
| Robin Green | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $6,600 | not reported in the loaded dataset | 2023 |
| Strategic Capital | NONE | $5,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 73 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Heather Turk — Schedule C compensation
- Blitman King — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Kelley Daggett — Schedule C compensation
- Aetna Inc — Schedule C compensation
- Alivia Turk — Schedule C compensation
- Tpa Consulting Services, LLC — Schedule C compensation
- Keenan & Associates — Schedule C compensation
- Right Rx, LLC — Schedule C compensation
- Robin Green — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Strategic Capital — Schedule C compensation