2023 Form 5500 filing — Teamsters Local Union No. 727 Health And Welfare P
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 20241215094440NAL0000389313002) for Teamsters Local Union No. 727 Health And Welfare P, reported by Teamsters Local Union No. 727 Health And Welfare Fund under EIN 36-6069119 and plan number 501. It reports 3,883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241215094440NAL0000389313002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local Union No. 727 Health And Welfare Fund
- EIN
- 36-6069119
- Plan number
- 501
- Location
- Park Ridge, IL
- Participants
- 3,883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,847,011
- Total liabilities (EOY)
- $13,602,186
- Net assets (EOY)
- $125,244,825
- Employer contributions
- $83,888,513
- Participant contributions
- $268,348
- Total income / additions
- $97,157,260
- Benefits paid
- $70,290,706
- Administrative expenses
- $2,749,222
- Total expenses
- $73,039,928
- Net increase / (decrease)
- $24,117,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Care Service Corporation | NONE | $2,371,301 | $0 |
| Everside Health | NONE | $2,267,743 | not reported in the loaded dataset |
| Elite Administration & Insurance | NONE | $1,163,392 | $20,801 |
| Paydhealth | NONE | $866,376 | not reported in the loaded dataset |
| B. Rodriguez | EMPLOYEE | $185,986 | not reported in the loaded dataset |
| S. Johnson | EMPLOYEE | $172,829 | not reported in the loaded dataset |
| R. Laino | ADMINISTRATOR | $165,168 | not reported in the loaded dataset |
| T. Marino | EMPLOYEE | $162,435 | not reported in the loaded dataset |
| Viveka Health, Inc. | NONE | $159,878 | not reported in the loaded dataset |
| B. Affetto | EMPLOYEE | $157,766 | not reported in the loaded dataset |
| S. Brull | EMPLOYEE | $147,001 | not reported in the loaded dataset |
| M. Pryor | EMPLOYEE | $135,321 | not reported in the loaded dataset |
| Z. Frankenbach | EMPLOYEE | $134,009 | not reported in the loaded dataset |
| Valenz Care | NONE | $117,197 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $115,156 | not reported in the loaded dataset |
| A. Jozwicki | EMPLOYEE | $110,635 | not reported in the loaded dataset |
| C. Laino | EMPLOYEE | $87,847 | not reported in the loaded dataset |
| National Investment Services | NONE | $83,960 | not reported in the loaded dataset |
| Ctm Legal Group | OWNER IS BRO. OF TRUSTEE | $81,582 | not reported in the loaded dataset |
| J. Martinez | EMPLOYEE | $75,875 | not reported in the loaded dataset |
| Foster And Foster | NONE | $66,537 | not reported in the loaded dataset |
| Compsych | NONE | $62,690 | not reported in the loaded dataset |
| Legacy Professionals | NONE | $61,662 | not reported in the loaded dataset |
| C. Jacobazzi | EMPLOYEE | $54,943 | not reported in the loaded dataset |
| G. Shamoon | EMPLOYEE | $49,442 | not reported in the loaded dataset |
| R. Clancy | EMPLOYEE | $48,623 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $48,056 | not reported in the loaded dataset |
| V. Naples | EMPLOYEE | $47,949 | not reported in the loaded dataset |
| Buck Global | NONE | $43,912 | not reported in the loaded dataset |
| M. Vendafreddo | EMPLOYEE | $39,206 | not reported in the loaded dataset |
| B. Martinez | EMPLOYEE | $37,759 | not reported in the loaded dataset |
| G. Youmans | TRUSTEE | $33,553 | not reported in the loaded dataset |
| Sommers And Fahrenbach | NONE | $31,725 | not reported in the loaded dataset |
| C. Tominberg | TRUSTEE | $27,398 | not reported in the loaded dataset |
| Comerica | NONE | $27,335 | $0 |
| R. Macarthur | EMPLOYEE | $26,675 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $14,533 | $0 |
| Mr. Microchip | NONE | $11,642 | not reported in the loaded dataset |
| Strategic Capital | NONE | $8,333 | not reported in the loaded dataset |
| K-Plus Technology Solutions | NONE | $6,234 | not reported in the loaded dataset |
| N. Micaletti | TRUSTEE | $6,175 | not reported in the loaded dataset |
| M. Degard | TRUSTEE | $5,588 | not reported in the loaded dataset |
| Mnj Technologies | NONE | $5,580 | not reported in the loaded dataset |