2023 Form 5500 filing — Ohio Conference Of Teamsters And Industry Health And Welfare 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 20240930133008NAL0005731585001) for Ohio Conference Of Teamsters And Industry Health And Welfare Fund, reported by Board Of Trustees Of Oh Conference Teamsters And Ind Health & Welfare under EIN 31-6029682 and plan number 501. It reports 2,838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930133008NAL0005731585001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Oh Conference Teamsters And Ind Health & Welfare
- EIN
- 31-6029682
- Plan number
- 501
- Location
- Toledo, OH
- Participants
- 2,838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,969,924
- Total liabilities (EOY)
- $5,669,902
- Net assets (EOY)
- $106,300,022
- Employer contributions
- $48,314,271
- Participant contributions
- $372,060
- Total income / additions
- $59,246,684
- Benefits paid
- $47,933,505
- Administrative expenses
- $2,123,083
- Total expenses
- $50,056,588
- Net increase / (decrease)
- $9,190,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medical Mutual | NONE | $643,372 | not reported in the loaded dataset |
| Forty Four Corporation | RELATED COMPANY | $450,417 | not reported in the loaded dataset |
| United Healthcare | NONE | $292,751 | not reported in the loaded dataset |
| Daniela Janceski | EMPLOYEE | $171,267 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $143,147 | not reported in the loaded dataset |
| National Investment Services (Nis) | NONE | $140,340 | not reported in the loaded dataset |
| The James B Oswald Company | NONE | $129,413 | not reported in the loaded dataset |
| Danny Milenkovski | EMPLOYEE | $93,310 | not reported in the loaded dataset |
| Delta Dental Plan Of Ohio | NONE | $60,843 | not reported in the loaded dataset |
| Impact Solutions Eap | NONE | $50,997 | not reported in the loaded dataset |
| Faulkner Hoffman Phillips LLC | NONE | $44,890 | not reported in the loaded dataset |
| Clark Schaefer Hackett | NONE | $44,060 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $40,000 | not reported in the loaded dataset |
| Huntington National Bank | NONE | $31,393 | not reported in the loaded dataset |
| National Vision Administrators, LLC | NONE | $14,118 | not reported in the loaded dataset |
| M&S Printmedia | NONE | $7,932 | not reported in the loaded dataset |