· 2022–2024 · DOL EFAST2

LOCAL 947 HEALTH & WELFARE FUND — LOCAL 947 HEALTH & WELFARE FUND MEDOVA LIFESTYLE HEALTH PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240722213017NAL0024261538001

LOCAL 947 HEALTH & WELFARE FUND

Form 5500-SF

FILING_RECEIVED

LOCAL 947 HEALTH & WELFARE FUND MEDOVA LIFESTYLE HEALTH PLAN

Health & welfare plan

Signals · 1

Late filing · 22.2 mo

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$61K

Net assets (EOY)

$49K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

75

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Filed 22.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCAL 947 HEALTH & WELFARE FUND.

Plan sponsor

Name

LOCAL 947 HEALTH & WELFARE FUND

EIN

13-4191811

Address

3 MAIN ST · KINGS PARK, NY · 117542711

Phone

(631) 670-5660

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

RECEIVERSHIP MANAGEMENT INC

EIN

20-0200514

City

MADISON, TN

Phone

(615) 370-0051

Plan characteristics

Plan number

502

Plan year

2023

Plan year begin

2020-11-01

Tax period

2021-10-31

Filed

2024-07-22

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

LOS ANGELES COUNTY CHICANO EMPLOYEES ASSOCIATION

LOS ANGELES COUNTY CHICANO EMPLOYEES ASSOCIATION 401(K) PLAN

$61K · 4 participants

MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN MISSOURI, INC.

MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN MISSOURI 401(K) PLAN

$62K · 4 participants

IRVINE/TUSTIN TEACHERS UNISERV

IRVINE/TUSTIN TEACHERS UNISERV 401K

$62K · 2 participants

MIDWEST URBAN STRATEGIES, INC.

MIDWEST URBAN STRATEGIES, INC. 401(K) PLAN

$60K · 7 participants