Local 426 Health Benefit Fund — Form 5500 plan (Board Of Trustees Of Local 426 Health 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, Local 426 Health Benefit Fund is a benefit plan reported by Board Of Trustees Of Local 426 Health Benefit Fund under EIN 87-1481071 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,072 participants and $1,738,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 426 Health Benefit Fund
- EIN
- 87-1481071
- Plan number
- 501
- Plan type
- 1
- Location
- Valley Stream, NY
- Latest filing year
- 2023
- Participants
- 1,072
- End-of-year plan assets
- $1,738,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,072 | H, C | 20251204173856NAL0005114130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,738,659
- Net assets (EOY)
- $1,738,659
- Net assets (BOY)
- $969,592
Income & contributions
- Employer contributions
- $20,300,742
- Total contributions
- $20,300,742
- Total income / additions
- $20,345,148
Expenses & distributions
- Benefits paid
- $19,399,742
- Administrative expenses
- $176,339
- Total expenses
- $19,576,081
- Net increase / (decrease)
- $769,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eastern States Joint Board | RELATED PARTY | $80,249 | not reported in the loaded dataset | 2023 |
| Nora Roa | EMPLOYEE | $32,983 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | NONE | $27,479 | not reported in the loaded dataset | 2023 |
| Lawrence Fischer | NONE | $15,900 | not reported in the loaded dataset | 2023 |
| Fulman Mogila, Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 426 Health Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Stream, NY
- Eastern States Joint Board — Schedule C compensation
- Nora Roa — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Lawrence Fischer — Schedule C compensation
- Fulman Mogila, Llp — Schedule C compensation