2023 Form 5500 filing — Chauffeurs, Teamsters & Helpers Local 301 Health & Welfare Fund Life, Accidental Death & Dismembermen T, Vision Care, Health Plan & Dental P
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 20240729150201NAL0030077456003) for Chauffeurs, Teamsters & Helpers Local 301 Health & Welfare Fund Life, Accidental Death & Dismembermen T, Vision Care, Health Plan & Dental P, reported by Trustees Of Teamsters Local No. 301 under EIN 36-6125658 and plan number 501. It reports 837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729150201NAL0030077456003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local No. 301
- EIN
- 36-6125658
- Plan number
- 501
- Location
- Waukegan, IL
- Participants
- 837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,886,883
- Total liabilities (EOY)
- $2,060,282
- Net assets (EOY)
- $64,826,601
- Employer contributions
- $15,638,076
- Participant contributions
- $725,123
- Total income / additions
- $22,023,929
- Benefits paid
- $13,326,746
- Administrative expenses
- $1,308,804
- Total expenses
- $14,635,550
- Net increase / (decrease)
- $7,388,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optum Rx, Inc | NONE | $2,199,343 | $8,726 |
| Teamsters Local Union 301 General | AFFILIATED ORGANIZATION | $590,548 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $84,381 | not reported in the loaded dataset |
| Sara Haffner-Wolf | FUND ADMINISTRATOR | $83,542 | not reported in the loaded dataset |
| Frank J. Baker & Company | NONE | $64,094 | not reported in the loaded dataset |
| Foster & Foster | NONE | $60,355 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $51,997 | not reported in the loaded dataset |
| Mcgann Ketterman & Rioux | NONE | $51,950 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $46,237 | not reported in the loaded dataset |
| The Segal Company | NONE | $42,349 | not reported in the loaded dataset |
| Liracom LLC | NONE | $29,927 | not reported in the loaded dataset |
| Inetico, LLC Dba Valenz Care | NONE | $29,368 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $25,000 | not reported in the loaded dataset |
| Optum Financial | NONE | $23,271 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $16,000 | not reported in the loaded dataset |
| Ifebp | NONE | $12,688 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $9,834 | not reported in the loaded dataset |
| Access One Inc | NONE | $8,189 | not reported in the loaded dataset |
| Datamotion Imaging Services | NONE | $8,165 | not reported in the loaded dataset |
| West End Press Inc | NONE | $6,748 | not reported in the loaded dataset |
| Green Light Cost Management, LLC | NONE | $5,000 | not reported in the loaded dataset |