Plan5500

United Employees Health Plans — Form 5500 plan (United Employees Health Plans)

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 Employees Health Plans is a benefit plan reported by United Employees Health Plans under EIN 20-3244794 and plan number 501. The latest loaded filing year is 2023. The filing reports 381 participants and $6,132,577 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,886,597
Participants381Covered participants reported
Assets / participant$16.1KComputed: assets ÷ participants$16,096 (computed)
Provider compensation$435K8 Schedule C provider row(s)$434,951
Plan sponsor
United Employees Health Plans
EIN
20-3244794
Plan number
501
Plan type
1
Location
Uniondale, 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
    381 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)$6.1M total assets
Net assets$4.9MLiabilities$1.2M
Money in vs. money out
Total income / additions$12.7M
Total expenses$11.2M
Benefits paid / distributions$9.3M
Contributions
Employer$11M
Participant$115.4K
Full reported line items

Net assets

Total assets (EOY)
$6,132,577
Total liabilities (EOY)
$1,245,980
Net assets (EOY)
$4,886,597
Net assets (BOY)
$3,343,961

Income & contributions

Employer contributions
$10,962,715
Participant contributions
$115,393
Total contributions
$11,078,108
Total income / additions
$12,701,911

Expenses & distributions

Benefits paid
$9,347,849
Administrative expenses
$1,811,426
Total expenses
$11,159,275
Net increase / (decrease)
$1,542,636
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 assets228%Computed ratio
Benefits paid ÷ total income74%Computed ratio
Provider comp. ÷ net assets9%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Patrick Mccabe$110.5K
    FUND MANAGER · Direct $110.5K · Indirect $0
  2. 2
    Claudia Marquez$88.6K
    EMPLOYEE · Direct $88.6K
  3. 3
    Linda Maugeri$59.9K
    EMPLOYEE · Direct $59.9K
  4. 4
    Jacki Mitchell$51K
    EMPLOYEE · Direct $51K
  5. 5
    Marcia Salomon$40.5K
    EMPLOYEE · Direct $40.5K
  6. 6
    Cathy Vasile$29.9K
    EMPLOYEE · Direct $29.9K
  7. 7
    Angela Mccabe$29.5K
    EMPLOYEE · Direct $29.5K
  8. 8
    Jacqueline Elsner$25.1K
    EMPLOYEE · Direct $25.1K

What to inspect next

Frequently asked questions

Who sponsors the United Employees Health Plans?
United Employees Health Plans is reported as sponsored by United Employees Health Plans (EIN 20-3244794, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Employees Health Plans?
The latest Form 5500 filing year loaded for United Employees Health Plans is 2023.
How many participants does United Employees Health Plans report?
United Employees Health Plans reports 381 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Employees Health Plans?
United Employees Health Plans reports $6,132,577 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