2023 Form 5500 filing — Teamsters Retiree Trust
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 20250515063052NAL0014581683001) for Teamsters Retiree Trust, reported by Board Of Trustees Teamsters Retiree Trust under EIN 68-6097704 and plan number 501. It reports 4,479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515063052NAL0014581683001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Retiree Trust
- EIN
- 68-6097704
- Plan number
- 501
- Location
- Stockton, CA
- Participants
- 4,479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,683,403
- Total liabilities (EOY)
- $4,869,718
- Net assets (EOY)
- $17,813,685
- Employer contributions
- $2,047,506
- Participant contributions
- $7,597,846
- Total income / additions
- $48,121,128
- Benefits paid
- $44,045,989
- Administrative expenses
- $2,387,173
- Total expenses
- $46,433,162
- Net increase / (decrease)
- $1,687,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delta Fund Adminstrators | NONE | $1,812,668 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $145,414 | not reported in the loaded dataset |
| Delta Health Systems | NONE | $88,327 | not reported in the loaded dataset |
| Optumrx | NONE | $51,169 | $0 |
| Mcmorgan & Co. | NONE | $42,755 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $41,250 | not reported in the loaded dataset |
| Rael & Letson | NONE | $35,400 | not reported in the loaded dataset |
| Beeson, Tayer & Bodine | NONE | $24,313 | not reported in the loaded dataset |
| Fremont Bank | NONE | $6,128 | not reported in the loaded dataset |