Allen Health - Local 389 Home Care Health Benefit Fund — Form 5500 plan (Board Of Trustees, Allen Health Care Home Health Care Benefit 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, Allen Health - Local 389 Home Care Health Benefit Fund is a benefit plan reported by Board Of Trustees, Allen Health Care Home Health Care Benefit Fund under EIN 45-6832473 and plan number 501. The latest loaded filing year is 2023. The filing reports 568 participants and $1,541,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Allen Health Care Home Health Care Benefit Fund
- EIN
- 45-6832473
- Plan number
- 501
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $1,541,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20250724105626NAL0002403491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,541,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,541,306
- Net assets (BOY)
- $2,374,308
Income & contributions
- Employer contributions
- $4,105,616
- Total contributions
- $4,105,616
- Total income / additions
- $4,105,616
Expenses & distributions
- Benefits paid
- $4,802,292
- Administrative expenses
- $136,326
- Total expenses
- $4,938,618
- Net increase / (decrease)
- -$833,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Proskauer Rose Llp | NONE | $56,841 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $41,470 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | NONE | $37,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Allen Health Care Home Health Care Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Proskauer Rose Llp — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation