2023 Form 5500 filing — Teamsters Ohio Contractors Association Health And 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 20250814101506NAL0009004323001) for Teamsters Ohio Contractors Association Health And Welfare Fund, reported by Board Of Trustees - Teamsters Oh Contractors Assn Health & Welfare under EIN 31-0894937 and plan number 501. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814101506NAL0009004323001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Teamsters Oh Contractors Assn Health & Welfare
- EIN
- 31-0894937
- Plan number
- 501
- Location
- Toledo, OH
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,920,228
- Total liabilities (EOY)
- $5,204,209
- Net assets (EOY)
- $1,716,019
- Employer contributions
- $6,220,094
- Participant contributions
- $40,025
- Total income / additions
- $7,474,589
- Benefits paid
- $10,144,631
- Administrative expenses
- $881,840
- Total expenses
- $11,026,471
- Net increase / (decrease)
- -$3,551,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ohio Conf Of Teamsters H & W Fund | FUND ADMINISTRATIVE COSTS | $242,481 | not reported in the loaded dataset |
| Medical Mutual | NONE | $176,337 | not reported in the loaded dataset |
| Empirx Health LLC | NONE | $170,361 | not reported in the loaded dataset |
| Shumaker Loop And Kendrick | NONE | $53,828 | not reported in the loaded dataset |
| The James B Oswald Company | NONE | $51,069 | not reported in the loaded dataset |
| Strategic Capital Invest Advisors | NONE | $24,694 | not reported in the loaded dataset |
| Huntington Bank | NONE | $20,369 | not reported in the loaded dataset |
| Remedy Analytics Inc | NONE | $20,000 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa Inc | NONE | $18,900 | not reported in the loaded dataset |
| Swallen Lawhun And Company | NONE | $18,300 | not reported in the loaded dataset |
| Delta Dental Plan Of Ohio Inc | NONE | $11,743 | not reported in the loaded dataset |
| Audionet America LLC | NONE | $5,840 | not reported in the loaded dataset |