Teamsters Local Union No. 671 Health Services And Insurance Plan — Form 5500 plan (Brd Of Trustees-Teamsters Local 671 Health Services)
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 Local Union No. 671 Health Services And Insurance Plan is a benefit plan reported by Brd Of Trustees-Teamsters Local 671 Health Services under EIN 06-0691728 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,996 participants and $80,117,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Trustees-Teamsters Local 671 Health Services
- EIN
- 06-0691728
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomfield, CT
- Latest filing year
- 2023
- Participants
- 1,996
- End-of-year plan assets
- $80,117,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,996 | H, C | 20250321152430NAL0008223809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,117,523
- Total liabilities (EOY)
- $4,254,101
- Net assets (EOY)
- $75,863,422
- Net assets (BOY)
- $69,719,366
Income & contributions
- Employer contributions
- $32,169,356
- Participant contributions
- $128,110
- Total contributions
- $32,492,001
- Total income / additions
- $38,321,283
Expenses & distributions
- Benefits paid
- $30,118,660
- Administrative expenses
- $2,058,567
- Total expenses
- $32,177,227
- Net increase / (decrease)
- $6,144,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health | NONE | $503,617 | not reported in the loaded dataset | 2023 |
| Labor First LLC | not reported in the loaded dataset | $338,457 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $199,668 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $149,275 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $135,735 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $128,122 | not reported in the loaded dataset | 2023 |
| Employee F | EMPLOYEE | $114,849 | not reported in the loaded dataset | 2023 |
| Employee A | EMPLOYEE | $82,005 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $80,178 | $0 | 2023 |
| Guardian | NONE | $62,168 | not reported in the loaded dataset | 2023 |
| Employee G | EMPLOYEE | $53,647 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates Inc | NONE | $53,500 | not reported in the loaded dataset | 2023 |
| Med-Care Management, Inc. | NONE | $49,477 | not reported in the loaded dataset | 2023 |
| Massucci & Associates LLC | NONE | $49,075 | not reported in the loaded dataset | 2023 |
| Optum | NONE | $42,222 | not reported in the loaded dataset | 2023 |
| Robert M Cheverie & Associates | NONE | $39,600 | not reported in the loaded dataset | 2023 |
| Cooke & Bieler, Inc. | NONE | $36,926 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $36,068 | not reported in the loaded dataset | 2023 |
| Allegiant Rx | NONE | $0 | $23,486 | 2023 |
| Atalanta Sosnoff Capital, LLC | NONE | $16,517 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Managment | NONE | $5,784 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Trustees-Teamsters Local 671 Health Services
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Bloomfield, CT
- Anthem Health — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Employee B — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Employee D — Schedule C compensation
- Employee E — Schedule C compensation
- Employee F — Schedule C compensation
- Employee A — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Guardian — Schedule C compensation
- Employee G — Schedule C compensation
- O'Sullivan Associates Inc — Schedule C compensation
- Med-Care Management, Inc. — Schedule C compensation
- Massucci & Associates LLC — Schedule C compensation
- Optum — Schedule C compensation
- Robert M Cheverie & Associates — Schedule C compensation
- Cooke & Bieler, Inc. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Allegiant Rx — Schedule C compensation
- Atalanta Sosnoff Capital, LLC — Schedule C compensation
- Boyd Watterson Asset Managment — Schedule C compensation