Multifamily Insurance Trust Health And Welfare Benefits Wrap Plan — Form 5500 plan (Multifamily Insurance Trust)
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, Multifamily Insurance Trust Health And Welfare Benefits Wrap Plan is a benefit plan reported by Multifamily Insurance Trust under EIN 35-7086833 and plan number 506. The latest loaded filing year is 2023. The filing reports 587 participants and $1,338,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Multifamily Insurance Trust
- EIN
- 35-7086833
- Plan number
- 506
- Plan type
- 2
- Location
- Suffern, NY
- Latest filing year
- 2023
- Participants
- 587
- End-of-year plan assets
- $1,338,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 587 | H, C | 20250314151432NAL0035616464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,338,481
- Total liabilities (EOY)
- $380,145
- Net assets (EOY)
- $958,336
- Net assets (BOY)
- $1,046,496
Income & contributions
- Employer contributions
- $6,439,389
- Participant contributions
- $2,304,714
- Total contributions
- $8,744,103
- Total income / additions
- $8,800,274
Expenses & distributions
- Benefits paid
- $8,593,810
- Administrative expenses
- $294,624
- Total expenses
- $8,888,434
- Net increase / (decrease)
- -$88,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefitmall | NONE | $117,000 | not reported in the loaded dataset | 2023 |
| Benefit Plan Manager | NONE | $72,981 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $44,036 | not reported in the loaded dataset | 2023 |
| National Management Solutions | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Goldstein Management Corporation | NONE | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Multifamily Insurance Trust
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Suffern, NY
- Benefitmall — Schedule C compensation
- Benefit Plan Manager — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- National Management Solutions — Schedule C compensation
- Goldstein Management Corporation — Schedule C compensation