Local 14-M Health And Welfare Fund — Form 5500 plan (Local 14-M Health And 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 14-M Health And Welfare Fund is a benefit plan reported by Local 14-M Health And Welfare Fund under EIN 23-1599630 and plan number 501. The latest loaded filing year is 2023. The filing reports 231 participants and $7,788,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 14-M Health And Welfare Fund
- EIN
- 23-1599630
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $7,788,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20250212120836NAL0010854515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,788,679
- Total liabilities (EOY)
- $498,800
- Net assets (EOY)
- $7,289,879
- Net assets (BOY)
- $7,228,094
Income & contributions
- Employer contributions
- $3,226,758
- Participant contributions
- $755,024
- Total contributions
- $3,981,782
- Total income / additions
- $4,344,361
Expenses & distributions
- Benefits paid
- $4,148,938
- Administrative expenses
- $133,638
- Total expenses
- $4,282,576
- Net increase / (decrease)
- $61,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Co. | NONE | $165,205 | not reported in the loaded dataset | 2023 |
| Richard Gabriel Associates | NONE | $69,218 | not reported in the loaded dataset | 2023 |
| Gcc Ibt District Council 9 | RELATED ORGANIZATION | $46,089 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $15,050 | not reported in the loaded dataset | 2023 |
| Benecard Services Inc | NONE | $7,598 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 14-M Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Aetna Life Insurance Co. — Schedule C compensation
- Richard Gabriel Associates — Schedule C compensation
- Gcc Ibt District Council 9 — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Benecard Services Inc — Schedule C compensation