Westchester Teamsters Health & Welfare Fund — Form 5500 plan (Board Of Trustees Local 456 Health & Welfare Fund)
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, Westchester Teamsters Health & Welfare Fund is a benefit plan reported by Board Of Trustees Local 456 Health & Welfare Fund under EIN 13-6123972 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,203 participants and $12,000,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 456 Health & Welfare Fund
- EIN
- 13-6123972
- Plan number
- 501
- Plan type
- 1
- Location
- Elmsford, NY
- Latest filing year
- 2023
- Participants
- 1,203
- End-of-year plan assets
- $12,000,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,203 | H, C | 20241015073232NAL0015942019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,000,372
- Total liabilities (EOY)
- $1,275,629
- Net assets (EOY)
- $10,724,743
- Net assets (BOY)
- $13,620,554
Income & contributions
- Employer contributions
- $20,903,301
- Participant contributions
- $140,063
- Total contributions
- $21,043,364
- Total income / additions
- $22,193,557
Expenses & distributions
- Benefits paid
- $23,587,409
- Administrative expenses
- $1,501,959
- Total expenses
- $25,089,368
- Net increase / (decrease)
- -$2,895,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna, Inc. | PHARMACY BENEFIT MANAGER | $2,524,010 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance, Inc. | CLAIMS ADMINISTRATOR | $754,220 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | LEGAL | $159,247 | not reported in the loaded dataset | 2023 |
| Park Avenue Medical | MEDICAL CONSULTANT | $137,547 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | ACTUARY | $83,800 | not reported in the loaded dataset | 2023 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $58,230 | not reported in the loaded dataset | 2023 |
| Prudentrx LLC | PHARMACY BENEFIT MANAGER | $49,635 | not reported in the loaded dataset | 2023 |
| Brenda Galea-Ritch | PLAN ADMINISTRATOR | $48,407 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INV. CUSTODIAN/MANAGER | $36,311 | not reported in the loaded dataset | 2023 |
| Lower Hudson Valley E.A.P. | MEDICAL CONSULTANT | $28,665 | not reported in the loaded dataset | 2023 |
| Armando Herrera | EMPLOYEE | $27,357 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | COMPUTER CONSULTANT | $22,613 | not reported in the loaded dataset | 2023 |
| Theodor H. Brown Dds | DENTAL CONSULTANT | $20,060 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $13,089 | not reported in the loaded dataset | 2023 |
| Hess Technology Consulting, Inc. | COMPUTER CONSULTANT | $6,321 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 456 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmsford, NY
- Aetna, Inc. — Schedule C compensation
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Park Avenue Medical — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Gettry Marcus Cpa, P.C. — Schedule C compensation
- Prudentrx LLC — Schedule C compensation
- Brenda Galea-Ritch — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Lower Hudson Valley E.A.P. — Schedule C compensation
- Armando Herrera — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Theodor H. Brown Dds — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation
- Hess Technology Consulting, Inc. — Schedule C compensation