Westchester Health And Welfare Fund — Form 5500 plan (Personal Healthcare Management LLC)
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, Westchester Health And Welfare Fund is a benefit plan reported by Personal Healthcare Management LLC under EIN 27-3841580 and plan number 501. The latest loaded filing year is 2023. The filing reports 372 participants and $500,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Personal Healthcare Management LLC
- EIN
- 27-3841580
- Plan number
- 501
- Plan type
- 2
- Location
- Tarrytown, NY
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $500,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20250103120201NAL0002146243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $500,348
- Total liabilities (EOY)
- $412,121
- Net assets (EOY)
- $88,227
- Net assets (BOY)
- $261,891
Income & contributions
- Employer contributions
- $1,888,589
- Participant contributions
- $1,198,820
- Total contributions
- $3,087,409
- Total income / additions
- $3,087,409
Expenses & distributions
- Benefits paid
- $3,090,349
- Administrative expenses
- $170,724
- Total expenses
- $3,261,073
- Net increase / (decrease)
- -$173,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Total Plan Concepts | THIRD PARTY ADMINISTRATOR | $142,410 | not reported in the loaded dataset | 2023 |
| Smith Rx | PRESCRIPTION DRUG VENDOR | $21,209 | not reported in the loaded dataset | 2023 |