Plan5500

Emblemhealth Services Company, LLC Cash Balance Plan And Trust For Collectively Bargained Employees — Form 5500 plan (Brd Of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln For Coll Bar)

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, Emblemhealth Services Company, LLC Cash Balance Plan And Trust For Collectively Bargained Employees is a benefit plan reported by Brd Of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln For Coll Bar under EIN 26-1330097 and plan number 003. The latest loaded filing year is 2023. The filing reports 188 participants and $1,100,613 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brd Of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln For Coll Bar
EIN
26-1330097
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
188
End-of-year plan assets
$1,100,613

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241008094922NAL0016417761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,100,613
Total liabilities (EOY)
$119,875
Net assets (EOY)
$980,738
Net assets (BOY)
$977,526

Income & contributions

Employer contributions
$142,000
Total contributions
$142,000
Total income / additions
$192,860

Expenses & distributions

Benefits paid
$21,746
Administrative expenses
$167,902
Total expenses
$189,648
Net increase / (decrease)
$3,212

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Agilis Partners LLCNONE$105,800not reported in the loaded dataset2023
Bdo Usa, P.C.NONE$33,806not reported in the loaded dataset2023
Pitta & GiblinNONE$7,813not reported in the loaded dataset2023

Related Form 5500 pages