2023 Form 5500 filing — Teamsters Local 631 Security Plan For Southern Nevada
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 20250218005051NAL0002428337001) for Teamsters Local 631 Security Plan For Southern Nevada, reported by Board Of Trustees-Teamsters Local 631 Security Plan For So Nv under EIN 88-0231734 and plan number 501. It reports 4,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218005051NAL0002428337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Teamsters Local 631 Security Plan For So Nv
- EIN
- 88-0231734
- Plan number
- 501
- Location
- Las Vegas, NV
- Participants
- 4,263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $256,038,383
- Total liabilities (EOY)
- $12,455,147
- Net assets (EOY)
- $243,583,236
- Employer contributions
- $89,686,027
- Participant contributions
- $1,076,727
- Total income / additions
- $98,674,300
- Benefits paid
- $84,205,246
- Administrative expenses
- $2,836,934
- Total expenses
- $87,042,180
- Net increase / (decrease)
- $11,632,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optumrx, Inc | NONE | $23,829,528 | $72,357 |
| Marathon Health, Inc | NONE | $4,775,193 | not reported in the loaded dataset |
| Rocky Mtn Hospital & Medical Srvc | NONE | $1,262,866 | not reported in the loaded dataset |
| Benesys Administrators | NONE | $1,234,884 | not reported in the loaded dataset |
| Nevada Health Solutions, LLC | NONE | $759,425 | not reported in the loaded dataset |
| Brownstein Hyatt Farber Schreck Llp | NONE | $322,288 | not reported in the loaded dataset |
| American Realty Advisors, LLC | NONE | $198,535 | not reported in the loaded dataset |
| Smart Source | NONE | $185,718 | not reported in the loaded dataset |
| Berry & Co., Cpa'S Ltd | NONE | $154,632 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $150,191 | not reported in the loaded dataset |
| Cheiron, Inc | NONE | $125,500 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $106,875 | $0 |
| Bleiweiss Communications, Inc | NONE | $94,151 | not reported in the loaded dataset |
| Health Services Coalition, Inc | NONE | $71,156 | not reported in the loaded dataset |
| Nat'L Invstmnt Services America LLC | NONE | $53,011 | not reported in the loaded dataset |
| Human Behavior Institute | NONE | $49,951 | not reported in the loaded dataset |
| Principal Bank | NONE | $44,183 | $0 |
| Prudential Trust Company | NONE | $35,557 | $0 |
| Fm Investment, LLC | NONE | $34,049 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $21,558 | $0 |
| Healthlinx, LLC | NONE | $20,000 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $12,659 |
| Mdx Medical, LLC | NONE | $7,500 | not reported in the loaded dataset |
| Mccracken Stemerman & Holsberry Llp | NONE | $5,100 | not reported in the loaded dataset |