Amalgamated Transit Workers Local 854 Health Benefit Fund — Form 5500 plan (Bd Of Trustees Amalgamated Transit Workers Local 854 Health 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, Amalgamated Transit Workers Local 854 Health Benefit Fund is a benefit plan reported by Bd Of Trustees Amalgamated Transit Workers Local 854 Health Fund under EIN 85-0774549 and plan number 501. The latest loaded filing year is 2023. The filing reports 412 participants and $265,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Amalgamated Transit Workers Local 854 Health Fund
- EIN
- 85-0774549
- Plan number
- 501
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $265,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241013105233NAL0012396579003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $265,187
- Total liabilities (EOY)
- $245,149
- Net assets (EOY)
- $20,038
- Net assets (BOY)
- $89,475
Income & contributions
- Employer contributions
- $4,298,257
- Total contributions
- $4,298,257
- Total income / additions
- $4,299,126
Expenses & distributions
- Benefits paid
- $4,174,305
- Administrative expenses
- $194,258
- Total expenses
- $4,368,563
- Net increase / (decrease)
- -$69,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mccarthy & Preece Llp | ATTORNEY | $60,000 | $0 | 2023 |
| Priscilla Farduchi | EMPLOYEE | $28,710 | $0 | 2023 |
| Nicole Jean-Charles | EMPLOYEE | $23,759 | $0 | 2023 |
| Buchbinder Tunick & Co Llp | AUDITOR | $20,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Amalgamated Transit Workers Local 854 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Mccarthy & Preece Llp — Schedule C compensation
- Priscilla Farduchi — Schedule C compensation
- Nicole Jean-Charles — Schedule C compensation
- Buchbinder Tunick & Co Llp — Schedule C compensation