2023 Form 5500 filing — Teamsters Local No. 455 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 20241213165355NAL0010596323001) for Teamsters Local No. 455 Health And Welfare Fund, reported by Trustees-Teamsters Local No. 455 Health And Welfare Fund under EIN 84-6030963 and plan number 501. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213165355NAL0010596323001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Teamsters Local No. 455 Health And Welfare Fund
- EIN
- 84-6030963
- Plan number
- 501
- Location
- Arvada, CO
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,022,558
- Total liabilities (EOY)
- $974,132
- Net assets (EOY)
- $10,048,426
- Employer contributions
- $5,406,418
- Participant contributions
- $1,437
- Total income / additions
- $6,555,164
- Benefits paid
- $4,340,780
- Administrative expenses
- $598,532
- Total expenses
- $4,939,312
- Net increase / (decrease)
- $1,615,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $183,992 | $9,829 |
| Cigna | NONE | $116,511 | $0 |
| Spencer Fane Llp | NONE | $93,108 | not reported in the loaded dataset |
| Us Bank | NONE | $34,329 | $36,702 |
| The Segal Company | NONE | $52,654 | $2,164 |
| Wells Fargo Advisors | NONE | $54,413 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $24,331 | not reported in the loaded dataset |