2023 Form 5500 filing — Teamsters Local 251 Health Services And Insurance Plan
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 20250310213121NAL0016768337001) for Teamsters Local 251 Health Services And Insurance Plan, reported by Board Of Trustees, Teamsters Local 251 Health under EIN 05-0367950 and plan number 501. It reports 3,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310213121NAL0016768337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Teamsters Local 251 Health
- EIN
- 05-0367950
- Plan number
- 501
- Location
- Providence, RI
- Participants
- 3,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,982,854
- Total liabilities (EOY)
- $4,892,900
- Net assets (EOY)
- $156,089,954
- Employer contributions
- $70,244,314
- Participant contributions
- $839,743
- Total income / additions
- $83,406,829
- Benefits paid
- $62,153,845
- Administrative expenses
- $1,825,981
- Total expenses
- $63,979,826
- Net increase / (decrease)
- $19,427,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services Inc | NONE | $2,111,876 | $0 |
| Gursky Law Associates | NONE | $278,256 | not reported in the loaded dataset |
| Tammy Beaudreault | EMPLOYEE | $199,221 | not reported in the loaded dataset |
| The Segal Company | NONE | $173,500 | not reported in the loaded dataset |
| Christine Roy | EMPLOYEE | $161,147 | not reported in the loaded dataset |
| Dawn O'Connor | EMPLOYEE | $155,104 | not reported in the loaded dataset |
| Sabrina Reddy | EMPLOYEE | $152,939 | not reported in the loaded dataset |
| Delta Dental Of Rhode Island | NONE | $141,352 | not reported in the loaded dataset |
| Claudia Lavallee | EMPLOYEE | $130,276 | not reported in the loaded dataset |
| Bridgeway Benefits Technologies | NONE | $94,511 | not reported in the loaded dataset |
| Caremark Rx LLC | NONE | $71,107 | not reported in the loaded dataset |
| Meketa Investment Group Inc | NONE | $54,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $50,000 | not reported in the loaded dataset |
| Coia & Lepore, Ltd. | NONE | $33,320 | not reported in the loaded dataset |
| Union Bank & Trust Company | NONE | $28,104 | not reported in the loaded dataset |
| Cmit Solutions | NONE | $18,068 | not reported in the loaded dataset |