2023 Form 5500 filing — Area Teamsters Insurance Plan And Trust
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 20240926160943NAL0001031841003) for Area Teamsters Insurance Plan And Trust, reported by Trustees Of Area Teamsters Insurance Benefit Plan under EIN 36-4250648 and plan number 501. It reports 3,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926160943NAL0001031841003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Area Teamsters Insurance Benefit Plan
- EIN
- 36-4250648
- Plan number
- 501
- Location
- Lyons, IL
- Participants
- 3,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,545,322
- Total liabilities (EOY)
- $68,090
- Net assets (EOY)
- $1,477,232
- Employer contributions
- $4,184,549
- Participant contributions
- $6,084
- Total income / additions
- $4,224,199
- Benefits paid
- $3,755,677
- Administrative expenses
- $156,929
- Total expenses
- $3,912,606
- Net increase / (decrease)
- $311,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Elena Ortiz | EMPLOYEE | $94,666 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $11,953 | not reported in the loaded dataset |