Teamsters Health Services & Insurance Plan Local 404 — Form 5500 plan (Teamsters Health Service & Insurance Plan Of Local 404)
Plain-English plan 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, Teamsters Health Services & Insurance Plan Local 404 is a benefit plan reported by Teamsters Health Service & Insurance Plan Of Local 404 under EIN 04-2589472 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,370 participants and $188,825,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Health Service & Insurance Plan Of Local 404
- EIN
- 04-2589472
- Plan number
- 501
- Plan type
- 1
- Location
- Springfield, MA
- Latest filing year
- 2023
- Participants
- 1,370
- End-of-year plan assets
- $188,825,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,370 | H, C | 20250414090334NAL0002857952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $188,825,566
- Total liabilities (EOY)
- $1,391,396
- Net assets (EOY)
- $187,434,170
- Net assets (BOY)
- $166,684,491
Income & contributions
- Employer contributions
- $13,951,061
- Participant contributions
- $304,568
- Total contributions
- $14,255,629
- Total income / additions
- $32,108,515
Expenses & distributions
- Benefits paid
- $10,307,924
- Administrative expenses
- $1,050,912
- Total expenses
- $11,358,836
- Net increase / (decrease)
- $20,749,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri State Joint Fund | AFFILIATED ORGANIZATION | $376,650 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | NONE | $236,840 | $0 | 2023 |
| Fund Manager | EMPLOYEE | $73,127 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $50,214 | not reported in the loaded dataset | 2023 |
| Raymond James Associates Inc | NONE | $40,000 | $0 | 2023 |
| Manning & Napier Advisors, Inc | NONE | $38,784 | $0 | 2023 |
| B. Riley Wealth Management | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management LLC | NONE | $34,245 | not reported in the loaded dataset | 2023 |
| Valenz Health | NONE | $32,985 | not reported in the loaded dataset | 2023 |
| Dhk Financial Advisors Inc | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Uprise Health | NONE | $24,273 | not reported in the loaded dataset | 2023 |
| Mpl LLC | NONE | $0 | $21,895 | 2023 |
| Miller Howard Investments Inc | NONE | $18,907 | not reported in the loaded dataset | 2023 |
| Larry Keefe | EMPLOYER TRUSTEE | $14,918 | not reported in the loaded dataset | 2023 |
| Frank Rossi | UNION TRUSTEE | $14,779 | not reported in the loaded dataset | 2023 |
| Robert Sullivan | EMPLOYER TRUSTEE | $14,032 | not reported in the loaded dataset | 2023 |
| Allegiant Rx | NONE | $11,520 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $5,907 | $3,270 | 2023 |
| Rhumbline Advisors | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Bj Donovan | UNION TRUSTEE | $5,788 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Health Service & Insurance Plan Of Local 404
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Tri State Joint Fund — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Fund Manager — Schedule C compensation
- Claims Processor — Schedule C compensation
- Raymond James Associates Inc — Schedule C compensation
- Manning & Napier Advisors, Inc — Schedule C compensation
- B. Riley Wealth Management — Schedule C compensation
- Hamlin Capital Management LLC — Schedule C compensation
- Valenz Health — Schedule C compensation
- Dhk Financial Advisors Inc — Schedule C compensation
- Uprise Health — Schedule C compensation
- Mpl LLC — Schedule C compensation
- Miller Howard Investments Inc — Schedule C compensation
- Larry Keefe — Schedule C compensation
- Frank Rossi — Schedule C compensation
- Robert Sullivan — Schedule C compensation
- Allegiant Rx — Schedule C compensation
- Optum Rx — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation
- Bj Donovan — Schedule C compensation