2023 Form 5500 filing — New York State Teamsters Council United Parcel Ser Retiree Health 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 20241015145652NAL0058268658005) for New York State Teamsters Council United Parcel Ser Retiree Health Fund, reported by New York State Teamsters Council United Parcel Service Retiree Health under EIN 46-4111565 and plan number 501. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145652NAL0058268658005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New York State Teamsters Council United Parcel Service Retiree Health
- EIN
- 46-4111565
- Plan number
- 501
- Location
- Syracuse, NY
- Participants
- 530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,284,297
- Total liabilities (EOY)
- $857,880
- Net assets (EOY)
- $22,426,417
- Employer contributions
- $7,327,491
- Participant contributions
- $1,535,150
- Total income / additions
- $10,508,466
- Benefits paid
- $8,023,851
- Administrative expenses
- $734,651
- Total expenses
- $8,758,502
- Net increase / (decrease)
- $1,749,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus Bluecross Blueshield | NONE | $240,226 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | NONE | $78,216 | not reported in the loaded dataset |
| Cohen, Weiss And Simon | NONE | $47,310 | not reported in the loaded dataset |
| Gallagher Benefit Services | NONE | $40,800 | not reported in the loaded dataset |
| One Group Ny Inc. | NONE | $34,432 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $31,500 | not reported in the loaded dataset |
| Wellington Trust | NONE | $12,875 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $9,526 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | NONE | $8,000 | not reported in the loaded dataset |