Teamsters Local No. 469 Welfare Plan — Form 5500 plan (Board Of Trustees Teamsters Local No 469 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, Teamsters Local No. 469 Welfare Plan is a benefit plan reported by Board Of Trustees Teamsters Local No 469 Welfare Fund under EIN 22-1552880 and plan number 501. The latest loaded filing year is 2023. The filing reports 670 participants and $19,073,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local No 469 Welfare Fund
- EIN
- 22-1552880
- Plan number
- 501
- Plan type
- 1
- Location
- Hazlet, NJ
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $19,073,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20241014143736NAL0026429777003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,073,434
- Total liabilities (EOY)
- $1,096,622
- Net assets (EOY)
- $17,976,812
- Net assets (BOY)
- $15,532,789
Income & contributions
- Employer contributions
- $13,670,104
- Participant contributions
- $123,129
- Total contributions
- $13,793,233
- Total income / additions
- $14,439,069
Expenses & distributions
- Benefits paid
- $11,258,002
- Administrative expenses
- $737,044
- Total expenses
- $11,995,046
- Net increase / (decrease)
- $2,444,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services | NONE | $205,233 | not reported in the loaded dataset | 2023 |
| Acrisure | NONE | $72,500 | not reported in the loaded dataset | 2023 |
| Catherine Soma | EMPLOYEE | $52,496 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, Lp | NONE | $40,617 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $38,717 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR LOCAL 469 | $37,179 | not reported in the loaded dataset | 2023 |
| Fabian & Byrn LLC | NONE | $37,106 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Nj, Inc. | NONE | $25,640 | not reported in the loaded dataset | 2023 |
| Kroll Heineman Ptasiewicz & Parsons | ATTY FOR LOCAL 469 | $22,730 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates, Inc | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $13,694 | $0 | 2023 |
| Iron Mountain | NONE | $12,902 | not reported in the loaded dataset | 2023 |
| Tobia & Lovelace | NONE | $9,669 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $9,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local No 469 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hazlet, NJ
- Horizon Healthcare Services — Schedule C compensation
- Acrisure — Schedule C compensation
- Catherine Soma — Schedule C compensation
- Chartwell Investment Partners, Lp — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Mspc — Schedule C compensation
- Fabian & Byrn LLC — Schedule C compensation
- Delta Dental Of Nj, Inc. — Schedule C compensation
- Kroll Heineman Ptasiewicz & Parsons — Schedule C compensation
- O'Sullivan Associates, Inc — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Tobia & Lovelace — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation