What is the latest Form 5500 filing year for Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund?

The latest loaded Form 5500 filing year for Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund is 2023.

Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund (EIN 20-2288018) is a plan sponsor located in Mendota Heights, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-2288018
Location: Mendota Heights, MN
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund

2 loaded plans hold $9M in reported assets.
The largest, Midwest Teamsters Health Reimbursement Arrangement Trust Fund, holds 100% of this company's reported plan assets.
Plans cover 1,505 reported participants.
2 of 2 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9MSummed across loaded plans$9,021,011

Total reported assets$9M$9,041,268

Total reported participants1.5K1,505

Total reported liabilities$20.3K$20,257

Reported net position

Reported assets = net assets + liabilities (summed)$9M total assets

Net assets$9MLiabilities$20.3K

Contributions & income

Employer contributions$644.8K

Participant contributionsNot reported

Total income / additions$1.4M

Expenses & distributions

Benefits paid / distributions$586K

Total expenses$781.1K

Net increase / (decrease)$668.7K

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Midwest Teamsters Health Reimbursement Arrangement Trust Fund

Participants per plan753Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Midwest Teamsters Health Reimbursement Arrangement Trust Fund$9M
Plan #501 · 1,465 participants · 2023
2
Midwest Teamsters Retiree Only Health Reimbursement Arrangement Plan$26.9K
Plan #502 · 40 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund. Open one for its full reported snapshot.

2023
Midwest Teamsters Retiree Only Health Reimbursement Arrangement Plan40 participants · 1Sch I
View filing →
2023
Midwest Teamsters Health Reimbursement Arrangement Trust Fund1,465 participants · 1Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund report on Form 5500?: Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund (EIN 20-2288018) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund?: The Employer Identification Number (EIN) reported for Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund is 20-2288018.
What is the latest Form 5500 filing year for Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund?: The latest loaded Form 5500 filing year for Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund is 2023.