Health Reimbursement Account Plan Of The Electrical Industry — Form 5500 plan (Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind)
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, Health Reimbursement Account Plan Of The Electrical Industry is a benefit plan reported by Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind under EIN 56-2489386 and plan number 513. The latest loaded filing year is 2023. The filing reports 39,060 participants and $126,454,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind
- EIN
- 56-2489386
- Plan number
- 513
- Plan type
- 1
- Location
- Flushing, NY
- Latest filing year
- 2023
- Participants
- 39,060
- End-of-year plan assets
- $126,454,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39,060 | H, C | 20241013155549NAL0042437424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,454,473
- Total liabilities (EOY)
- $49,232
- Net assets (EOY)
- $126,405,241
- Net assets (BOY)
- $129,950,794
Income & contributions
- Employer contributions
- $48,980,139
- Total contributions
- $48,980,139
- Total income / additions
- $52,253,670
Expenses & distributions
- Benefits paid
- $53,622,072
- Administrative expenses
- $2,177,151
- Total expenses
- $55,799,223
- Net increase / (decrease)
- -$3,545,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum Financial | NONE | $1,244,434 | not reported in the loaded dataset | 2023 |
| Joint Industry Board | PLAN ADMINISTRATOR | $691,730 | not reported in the loaded dataset | 2023 |
| H&H Graphic Printing | NONE | $52,956 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc. | NONE | $12,850 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $1,852 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Flushing, NY
- Optum Financial — Schedule C compensation
- Joint Industry Board — Schedule C compensation
- H&H Graphic Printing — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation