2023 Form 5500 filing — Teamsters Local No. 469 Welfare Plan
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 20241014143736NAL0026429777003) for Teamsters Local No. 469 Welfare Plan, reported by Board Of Trustees Teamsters Local No 469 Welfare Fund under EIN 22-1552880 and plan number 501. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143736NAL0026429777003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Local No 469 Welfare Fund
- EIN
- 22-1552880
- Plan number
- 501
- Location
- Hazlet, NJ
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,073,434
- Total liabilities (EOY)
- $1,096,622
- Net assets (EOY)
- $17,976,812
- Employer contributions
- $13,670,104
- Participant contributions
- $123,129
- Total income / additions
- $14,439,069
- Benefits paid
- $11,258,002
- Administrative expenses
- $737,044
- Total expenses
- $11,995,046
- Net increase / (decrease)
- $2,444,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services | NONE | $205,233 | not reported in the loaded dataset |
| Acrisure | NONE | $72,500 | not reported in the loaded dataset |
| Catherine Soma | EMPLOYEE | $52,496 | not reported in the loaded dataset |
| Chartwell Investment Partners, Lp | NONE | $40,617 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $38,717 | not reported in the loaded dataset |
| Mspc | ACCT FOR LOCAL 469 | $37,179 | not reported in the loaded dataset |
| Fabian & Byrn LLC | NONE | $37,106 | not reported in the loaded dataset |
| Delta Dental Of Nj, Inc. | NONE | $25,640 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parsons | ATTY FOR LOCAL 469 | $22,730 | not reported in the loaded dataset |
| O'Sullivan Associates, Inc | NONE | $21,000 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $13,694 | $0 |
| Iron Mountain | NONE | $12,902 | not reported in the loaded dataset |
| Tobia & Lovelace | NONE | $9,669 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $9,000 | $0 |