Catastrophe Major Medical Plan — Form 5500 plan (Board Of Trustees Of Catastrophe Major M)

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, Catastrophe Major Medical Plan is a benefit plan reported by Board Of Trustees Of Catastrophe Major M under EIN 47-7358956 and plan number 501. The latest loaded filing year is 2023. The filing reports 54,264 participants and $184,862,048 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Catastrophe Major M
EIN
47-7358956
Plan number
501
Plan type
1
Location
Latham, NY
Latest filing year
2023
Participants
54,264
End-of-year plan assets
$184,862,048

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202354,264H, C20240930094306NAL0003141075004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$184,862,048
Total liabilities (EOY)
$27,421,493
Net assets (EOY)
$157,440,555
Net assets (BOY)
$116,380,575

Income & contributions

Participant contributions
$37,296,104
Total contributions
$37,296,104
Total income / additions
$52,650,854

Expenses & distributions

Benefits paid
$4,742,776
Administrative expenses
$6,848,098
Total expenses
$11,590,874
Net increase / (decrease)
$41,059,980

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Healthsmart Benefit Solutionsnot reported in the loaded dataset$2,277,904not reported in the loaded dataset2023
Amba Administrators Inc.not reported in the loaded dataset$1,907,755$02023
Nysut Member Benefits Trustnot reported in the loaded dataset$669,003not reported in the loaded dataset2023
Stacey Braun Associates, Incnot reported in the loaded dataset$556,616$02023
Benchemark Printing, Inc.not reported in the loaded dataset$93,227not reported in the loaded dataset2023
The Segal Company (Eastern States)not reported in the loaded dataset$51,181not reported in the loaded dataset2023
Buchbinder Tunick & Company Llpnot reported in the loaded dataset$50,176not reported in the loaded dataset2023
Meyer, Suozzi, English & Klein P.C.not reported in the loaded dataset$35,262not reported in the loaded dataset2023
Pj Green Inc.not reported in the loaded dataset$35,075not reported in the loaded dataset2023
Segal Marco Advisorsnot reported in the loaded dataset$35,000not reported in the loaded dataset2023

Related Form 5500 pages