2023 Form 5500 filing — Teamsters Multi-Benefit Trust 1200 Wilshire Blvd 5th Floor Los Angeles, Ca 90017

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 20240807132149NAL0002120819001) for Teamsters Multi-Benefit Trust 1200 Wilshire Blvd 5th Floor Los Angeles, Ca 90017, reported by Board Of Trustees Teamsters Multi-Benefit Trust under EIN 93-6231741 and plan number 501. It reports 1,763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240807132149NAL0002120819001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Teamsters Multi-Benefit Trust
EIN
93-6231741
Plan number
501
Location
Los Angeles, CA
Participants
1,763
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,357,591
Total liabilities (EOY)
$1,045,335
Net assets (EOY)
$13,312,256
Employer contributions
$24,380,151
Participant contributions
$15,101
Total income / additions
$24,991,352
Benefits paid
$24,321,270
Administrative expenses
$697,702
Total expenses
$25,018,972
Net increase / (decrease)
-$27,620
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benefit Programs AdministrationNONE$403,506not reported in the loaded dataset
Rael & LetsonNONE$55,800not reported in the loaded dataset
Southwest Money ManagementNONE$30,523not reported in the loaded dataset
Wohlner Kaplon Cutler Halford & RosNONE$26,874not reported in the loaded dataset
Henningfield & Associates, Inc.NONE$25,650not reported in the loaded dataset
Landmark HealthplanNONE$14,314not reported in the loaded dataset
Vision Service PlanNONE$6,354not reported in the loaded dataset

Related Form 5500 pages