Teamsters Local 671a Health Service & Insurance Plan — Form 5500 plan (Board Of Trustees Teamsters Local 671a Health Service & Insurance Plan)
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 671a Health Service & Insurance Plan is a benefit plan reported by Board Of Trustees Teamsters Local 671a Health Service & Insurance Plan under EIN 06-0942914 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,171 participants and $44,216,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 671a Health Service & Insurance Plan
- EIN
- 06-0942914
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomfield, CT
- Latest filing year
- 2023
- Participants
- 1,171
- End-of-year plan assets
- $44,216,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,171 | H, C | 20250414133555NAL0001738673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,216,127
- Total liabilities (EOY)
- $1,232,672
- Net assets (EOY)
- $42,983,455
- Net assets (BOY)
- $38,219,041
Income & contributions
- Employer contributions
- $8,977,785
- Participant contributions
- $117,277
- Total contributions
- $9,095,062
- Total income / additions
- $14,179,180
Expenses & distributions
- Benefits paid
- $9,038,956
- Administrative expenses
- $700,778
- Total expenses
- $9,739,734
- Net increase / (decrease)
- $4,439,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri State Joint Fund | AFFILIATED ORGANIZATION | $249,795 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | NONE | $157,898 | $0 | 2023 |
| Claims Processor | EMPLOYEE | $66,929 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $40,646 | $0 | 2023 |
| Fund Manager | EMPLOYEE | $31,633 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $31,633 | not reported in the loaded dataset | 2023 |
| Valenz Health | NONE | $26,847 | not reported in the loaded dataset | 2023 |
| Uprise Health | NONE | $16,590 | not reported in the loaded dataset | 2023 |
| Mpl LLC | NONE | $0 | $14,524 | 2023 |
| Massucci & Associates | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Allegiant Rx | NONE | $10,537 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $6,497 | $3,196 | 2023 |
| Boyd Watterson Asset Mgmt | NONE | $7,506 | not reported in the loaded dataset | 2023 |
| Arthur Bell | UNION TRUSTEE | $5,269 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 671a Health Service & Insurance Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Bloomfield, CT
- Tri State Joint Fund — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Claims Processor — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Fund Manager — Schedule C compensation
- Valenz Health — Schedule C compensation
- Uprise Health — Schedule C compensation
- Mpl LLC — Schedule C compensation
- Massucci & Associates — Schedule C compensation
- Allegiant Rx — Schedule C compensation
- Optum Rx — Schedule C compensation
- Boyd Watterson Asset Mgmt — Schedule C compensation
- Arthur Bell — Schedule C compensation