Teamsters Local 408 Welfare Plan — Form 5500 plan (Trustees Of Teamsters Local 408 Pension & Welfare Funds)
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 408 Welfare Plan is a benefit plan reported by Trustees Of Teamsters Local 408 Pension & Welfare Funds under EIN 22-6172437 and plan number 501. The latest loaded filing year is 2023. The filing reports 489 participants and $13,030,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local 408 Pension & Welfare Funds
- EIN
- 22-6172437
- Plan number
- 501
- Plan type
- 1
- Location
- Union, NJ
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $13,030,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20241015140507NAL0048301408002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,030,889
- Total liabilities (EOY)
- $1,084,006
- Net assets (EOY)
- $11,946,883
- Net assets (BOY)
- $11,371,785
Income & contributions
- Employer contributions
- $3,207,462
- Participant contributions
- $11,537
- Total contributions
- $3,218,999
- Total income / additions
- $4,856,248
Expenses & distributions
- Benefits paid
- $3,683,986
- Administrative expenses
- $597,164
- Total expenses
- $4,281,150
- Net increase / (decrease)
- $575,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $88,038 | $0 | 2023 |
| Janney Montgomery Scott LLC | NONE | $59,339 | not reported in the loaded dataset | 2023 |
| Horizon Blue Cross & Blue Shield | NONE | $50,355 | not reported in the loaded dataset | 2023 |
| Rosalind Tomeio | EMPLOYEE | $45,229 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR LOCAL 560 | $41,062 | not reported in the loaded dataset | 2023 |
| General Prescription Programs, Inc | NONE | $33,500 | not reported in the loaded dataset | 2023 |
| Susanne Leber | EMPLOYEE | $27,548 | not reported in the loaded dataset | 2023 |
| Fabian & Byrn LLC | NONE | $20,742 | not reported in the loaded dataset | 2023 |
| Oppenheimer & Co., Inc. | NONE | $16,131 | not reported in the loaded dataset | 2023 |
| Zazzali, Fagella, Nowak, Kleinbaum | NONE | $12,150 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc. | NONE | $11,591 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $8,928 | not reported in the loaded dataset | 2023 |
| Pca Technologies Group | NONE | $8,710 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local 408 Pension & Welfare Funds
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Union, NJ
- The Segal Company — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Horizon Blue Cross & Blue Shield — Schedule C compensation
- Rosalind Tomeio — Schedule C compensation
- Mspc — Schedule C compensation
- General Prescription Programs, Inc — Schedule C compensation
- Susanne Leber — Schedule C compensation
- Fabian & Byrn LLC — Schedule C compensation
- Oppenheimer & Co., Inc. — Schedule C compensation
- Zazzali, Fagella, Nowak, Kleinbaum — Schedule C compensation
- Jbm Computer Consultants, Inc. — Schedule C compensation
- Delta Dental — Schedule C compensation
- Pca Technologies Group — Schedule C compensation