2023 Form 5500 filing — Health And Welfare Fund Of Teamsters Local 473
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 20241015135027NAL0016529747001) for Health And Welfare Fund Of Teamsters Local 473, reported by Board Of Trustees Health And Welfare Fnd Of Teamsters Local 473 under EIN 51-0135567 and plan number 501. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135027NAL0016529747001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Health And Welfare Fnd Of Teamsters Local 473
- EIN
- 51-0135567
- Plan number
- 501
- Location
- Valley View, OH
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,242,915
- Total liabilities (EOY)
- $28,333
- Net assets (EOY)
- $1,214,582
- Employer contributions
- $1,138,556
- Participant contributions
- $144,904
- Total income / additions
- $1,350,689
- Benefits paid
- $1,343,765
- Administrative expenses
- $162,676
- Total expenses
- $1,506,441
- Net increase / (decrease)
- -$155,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Actuarial | NONE | $43,350 | not reported in the loaded dataset |
| Daniel Stelter | EMPLOYEE | $29,280 | not reported in the loaded dataset |
| J. Schaefer & Company LLC | NONE | $14,400 | not reported in the loaded dataset |
| Pofok Crampton LLC | NONE | $13,045 | not reported in the loaded dataset |
| Teamsters Local 473 | UNION | $12,615 | not reported in the loaded dataset |
| Tucker Arensburg P.C. | NONE | $8,717 | not reported in the loaded dataset |