Benefit Fund For Hospital And Health Care Employees Philadelphia And Vicinity — Form 5500 plan (Benefit Fund For Hospital And Health Care Employees)
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, Benefit Fund For Hospital And Health Care Employees Philadelphia And Vicinity is a benefit plan reported by Benefit Fund For Hospital And Health Care Employees under EIN 23-2627429 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,861 participants and $59,000,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benefit Fund For Hospital And Health Care Employees
- EIN
- 23-2627429
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,861
- End-of-year plan assets
- $59,000,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,861 | H, C | 20241014115454NAL0014875971002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,000,446
- Total liabilities (EOY)
- $1,574,460
- Net assets (EOY)
- $57,425,986
- Net assets (BOY)
- $46,064,186
Income & contributions
- Employer contributions
- $28,879,161
- Participant contributions
- $647,797
- Total contributions
- $29,526,958
- Total income / additions
- $33,310,553
Expenses & distributions
- Benefits paid
- $19,481,820
- Administrative expenses
- $2,466,933
- Total expenses
- $21,948,753
- Net increase / (decrease)
- $11,361,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Blue Cross | NONE | $933,298 | $0 | 2023 |
| Gallagher (Arthur J. Gallagher) | NONE | $160,080 | not reported in the loaded dataset | 2023 |
| Labor First | NONE | $142,522 | not reported in the loaded dataset | 2023 |
| Tina Glenn | EMPLOYEE | $104,388 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $87,253 | not reported in the loaded dataset | 2023 |
| Eric Brooks | EMPLOYEE | $80,916 | not reported in the loaded dataset | 2023 |
| Nateshe Williams | EMPLOYEE | $80,058 | not reported in the loaded dataset | 2023 |
| Alfreda Ghilyard | EMPLOYEE | $76,573 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $61,925 | not reported in the loaded dataset | 2023 |
| Pamela A Smith-Strite | EMPLOYEE | $57,863 | not reported in the loaded dataset | 2023 |
| Sheldon Williams | EMPLOYEE | $55,502 | not reported in the loaded dataset | 2023 |
| Empirerx | NONE | $51,730 | not reported in the loaded dataset | 2023 |
| Benefit3 Inc | NONE | $49,125 | not reported in the loaded dataset | 2023 |
| Adrian Hurst | EMPLOYEE | $42,664 | not reported in the loaded dataset | 2023 |
| Berta Shkodra | EMPLOYEE | $38,349 | not reported in the loaded dataset | 2023 |
| Evelyn Alameda | EMPLOYEE | $35,906 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $35,263 | not reported in the loaded dataset | 2023 |
| Blair Devalia | EMPLOYEE | $29,839 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $19,616 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill LLC | NONE | $17,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Benefit Fund For Hospital And Health Care Employees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Independence Blue Cross — Schedule C compensation
- Gallagher (Arthur J. Gallagher) — Schedule C compensation
- Labor First — Schedule C compensation
- Tina Glenn — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Eric Brooks — Schedule C compensation
- Nateshe Williams — Schedule C compensation
- Alfreda Ghilyard — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Pamela A Smith-Strite — Schedule C compensation
- Sheldon Williams — Schedule C compensation
- Empirerx — Schedule C compensation
- Benefit3 Inc — Schedule C compensation
- Adrian Hurst — Schedule C compensation
- Berta Shkodra — Schedule C compensation
- Evelyn Alameda — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Blair Devalia — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Segall Bryant & Hamill LLC — Schedule C compensation