2023 Form 5500 filing — Teamsters Local 331 Health & Welfare Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710132555NAL0016869521003) for Teamsters Local 331 Health & Welfare Trust Fund, reported by Teamsters 331 Welfare Fund & Welfare Trust Fund under EIN 23-6737795 and plan number 501. It reports 980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710132555NAL0016869521003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters 331 Welfare Fund & Welfare Trust Fund
- EIN
- 23-6737795
- Plan number
- 501
- Location
- Egg Harbor City, NJ
- Participants
- 980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $900,255
- Total liabilities (EOY)
- $116,796
- Net assets (EOY)
- $783,459
- Employer contributions
- $86,780
- Total income / additions
- $172,709
- Benefits paid
- $96,452
- Administrative expenses
- $89,201
- Total expenses
- $185,653
- Net increase / (decrease)
- -$12,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mspc Certified Public Accountants | NONE | $15,000 | not reported in the loaded dataset |
| Teamsters Local Union 331 | LANDLORD | $13,757 | not reported in the loaded dataset |
| Captrust | NONE | $9,306 | not reported in the loaded dataset |
| Mr. Microchip Software Center, Inc. | NONE | $6,150 | not reported in the loaded dataset |