2023 Form 5500 filing — Teamsters Local 294 Albany Area Trucking & Allied Industries Health & 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 20250315123246NAL0012644323001) for Teamsters Local 294 Albany Area Trucking & Allied Industries Health & Welfare Fund, reported by Teamsters Local 294 Albany Area Trucking & Allied Industries Health under EIN 14-1582160 and plan number 501. It reports 1,145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250315123246NAL0012644323001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local 294 Albany Area Trucking & Allied Industries Health
- EIN
- 14-1582160
- Plan number
- 501
- Location
- Albany, NY
- Participants
- 1,145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,248,686
- Total liabilities (EOY)
- $7,697,439
- Net assets (EOY)
- $11,551,247
- Employer contributions
- $12,866,035
- Participant contributions
- $9,551
- Total income / additions
- $14,263,352
- Benefits paid
- $13,933,617
- Administrative expenses
- $491,637
- Total expenses
- $14,425,254
- Net increase / (decrease)
- -$161,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark Western And Northeastern | NONE | $408,961 | not reported in the loaded dataset |
| Payer Matrix | NONE | $209,805 | not reported in the loaded dataset |
| Diane Schwager | NONE | $90,838 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $77,215 | $0 |
| Jab2023, LLC | NONE | $75,000 | not reported in the loaded dataset |
| Donnette Desantis | NONE | $45,445 | not reported in the loaded dataset |
| Teal, Becker & Chiaramonte Cpas Pc | NONE | $42,000 | not reported in the loaded dataset |
| Healthnow Administrative Services | NONE | $35,780 | not reported in the loaded dataset |
| Empirx | NONE | $29,756 | not reported in the loaded dataset |
| O'Sullivan Associates Inc. | NONE | $25,432 | not reported in the loaded dataset |
| Pozefsky, Bramley & Murphy Pc | NONE | $8,750 | not reported in the loaded dataset |