2023 Form 5500 filing — Teamsters Local No. 1150 Prescription Drug Benefit
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 20250128124711NAL0022948560003) for Teamsters Local No. 1150 Prescription Drug Benefit, reported by Bd Of Trustees Teamsters Local No. 1150 Prescription Drug Benefit Fund under EIN 80-0499402 and plan number 501. It reports 3,602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128124711NAL0022948560003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bd Of Trustees Teamsters Local No. 1150 Prescription Drug Benefit Fund
- EIN
- 80-0499402
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 3,602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $3,942,202
- Participant contributions
- $742,920
- Total income / additions
- $7,514,828
- Benefits paid
- $7,537,366
- Administrative expenses
- $124,474
- Total expenses
- $7,661,840
- Net increase / (decrease)
- -$147,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allegiant Rx | NONE | $0 | $42,050 |
| Optum Rx | NONE | $35,654 | $0 |
| S.M. Esposito & Company, P.C. | NONE | $25,500 | not reported in the loaded dataset |
| Robert M. Cheverie & Associates | NONE | $10,000 | not reported in the loaded dataset |