2023 Form 5500 filing — Employer-Teamsters Local 205 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 20250211164535NAL0010169219001) for Employer-Teamsters Local 205 Welfare Fund, reported by Employer-Teamsters Local 205 Welfare Fund under EIN 25-1417264 and plan number 501. It reports 1,510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211164535NAL0010169219001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Employer-Teamsters Local 205 Welfare Fund
- EIN
- 25-1417264
- Plan number
- 501
- Location
- White Oak, PA
- Participants
- 1,510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,508,124
- Total liabilities (EOY)
- $663,113
- Net assets (EOY)
- $845,011
- Employer contributions
- $3,791,468
- Participant contributions
- $34,798
- Total income / additions
- $3,934,824
- Benefits paid
- $4,342,459
- Administrative expenses
- $391,147
- Total expenses
- $4,733,606
- Net increase / (decrease)
- -$798,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark Inc | NONE | $325,547 | not reported in the loaded dataset |
| Service Personnel & Employees Dairy | RELATED ORG | $207,648 | not reported in the loaded dataset |
| Symetra Life Insurance Company | NONE | $79,980 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $26,000 | not reported in the loaded dataset |
| Frissora & Associates | NONE | $24,000 | not reported in the loaded dataset |
| Meyer Unkovic & Scott Llp | NONE | $20,272 | not reported in the loaded dataset |
| Marc C Cassella Dmd | NONE | $16,900 | not reported in the loaded dataset |
| Don Leonatti Jr | NONE | $9,175 | not reported in the loaded dataset |
| C&N Cleaning Services | NONE | $6,330 | not reported in the loaded dataset |