2023 Form 5500 filing — Teamsters Western Region And New Jersey Health Care Fund Retiree 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 20250910133225NAL0035132896003) for Teamsters Western Region And New Jersey Health Care Fund Retiree Plan, reported by Teamsters Western Region And New Jersey Health Care Fund under EIN 86-6052021 and plan number 502. It reports 4,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250910133225NAL0035132896003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Western Region And New Jersey Health Care Fund
- EIN
- 86-6052021
- Plan number
- 502
- Location
- Phoenix, AZ
- Participants
- 4,413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,274,038,518
- Total liabilities (EOY)
- $13,037,057
- Net assets (EOY)
- $3,261,001,461
- Employer contributions
- $432,543,773
- Participant contributions
- $10,665,723
- Total income / additions
- $897,763,851
- Benefits paid
- $101,793,999
- Administrative expenses
- $19,819,184
- Total expenses
- $121,613,183
- Net increase / (decrease)
- $776,150,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Camden Bonds Plus Fund LLC | NONE | $2,475,211 | $0 |
| Bluecross Blueshield Of Az | NONE | $1,769,336 | not reported in the loaded dataset |
| Alan Biller And Associates | NONE | $1,664,212 | not reported in the loaded dataset |
| Aetna | NONE | $972,734 | not reported in the loaded dataset |
| Loomis, Sayles & Company | NONE | $948,814 | not reported in the loaded dataset |
| Pennant Park Senior Credit Fund Ii | NONE | $919,755 | $0 |
| Aristotle Capital Management | NONE | $893,066 | $0 |
| Mc Credit Partners Lp | NONE | $786,840 | not reported in the loaded dataset |
| Blackstone Real Estate Partnersxflp | NONE | $776,752 | $0 |
| Neuberger Berman | NONE | $0 | $724,683 |
| Hamilton Lane Gp X LLC | NONE | $589,640 | $114,844 |
| Jpmorgan Investment Management, Inc | NONE | $667,093 | $0 |
| Wellington Ctf Smid Cap Research | NONE | $637,701 | $0 |
| Wellington Ctf Intl Contrarian Valu | NONE | $611,903 | $0 |
| Ta Debt Fund | NONE | $489,257 | $0 |
| Loomis Sayles Nhit Core Disciplined | NONE | $479,318 | not reported in the loaded dataset |
| Blackstone Capital Opportunities Fd | NONE | $424,361 | $0 |
| Dawson Portfolio Finance 5 Lp | NONE | $417,166 | $0 |
| Segall Bryant & Hamill | NONE | $407,870 | $0 |
| Southwest Service Administrators | NONE | $363,763 | not reported in the loaded dataset |
| Jpm Strategic | NONE | $0 | $346,239 |
| Rreef America LLC | NONE | $345,598 | $0 |
| William Blair Investment Management | NONE | $336,761 | not reported in the loaded dataset |
| Audax Mezzanine Fund V-A, Lp | NONE | $331,113 | $0 |
| Hamilton Lane Gp Ix LLC | NONE | $182,575 | $110,242 |
| Dawson Portfolio Finance 6 Lp | NONE | $283,904 | $0 |
| Innovatus Capital Partners LLC | NONE | $266,215 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $261,032 | not reported in the loaded dataset |
| White Oak Summit Fund Lp | NONE | $256,240 | $0 |
| Blackstone Infrastructure Partners | NONE | $229,363 | $0 |
| The Segal Company | NONE | $160,641 | not reported in the loaded dataset |
| Jpm Peg Us Corporate Fin Vii Lp | NONE | $151,323 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $130,864 | $0 |
| Cvs Health | NONE | $92,887 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $76,946 | not reported in the loaded dataset |
| 98point6 | NONE | $49,560 | not reported in the loaded dataset |
| Henningfield & Associates | NONE | $42,684 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $33,581 |
| Bnym Mellon Cf Sl Stock Index | NONE | $31,699 | $0 |
| Kelley Law Group | NONE | $26,385 | not reported in the loaded dataset |
| Claims Technologies, Inc. | NONE | $16,432 | not reported in the loaded dataset |