2023 Form 5500 filing — Teamsters Union No. 142 Health And Welfare Trust 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 20250129102329NAL0009194787001) for Teamsters Union No. 142 Health And Welfare Trust Fund, reported by Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund under EIN 35-0918199 and plan number 501. It reports 1,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129102329NAL0009194787001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund
- EIN
- 35-0918199
- Plan number
- 501
- Location
- Gary, IN
- Participants
- 1,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,549,871
- Total liabilities (EOY)
- $922,661
- Net assets (EOY)
- $26,627,210
- Employer contributions
- $624,800
- Participant contributions
- $151,550
- Total income / additions
- $2,989,348
- Benefits paid
- $612,315
- Administrative expenses
- $277,091
- Total expenses
- $889,406
- Net increase / (decrease)
- $2,099,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $86,266 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $48,400 | not reported in the loaded dataset |
| The Segal Company | NONE | $42,893 | not reported in the loaded dataset |
| Jay Smith | EMPLOYEE | $34,413 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd. | NONE | $31,650 | not reported in the loaded dataset |
| Christina Hernandez | EMPLOYEE | $29,659 | not reported in the loaded dataset |
| Slc Management | NONE | $16,132 | not reported in the loaded dataset |
| Investment Consulting Services, LLC | NONE | $16,000 | not reported in the loaded dataset |
| Allied Benefit Systems | NONE | $15,996 | not reported in the loaded dataset |
| Tic International Corp | NONE | $7,610 | not reported in the loaded dataset |