Teamsters Local 641 Welfare Fund — Form 5500 plan (Board Of Trustees Teamsters Local 641 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 641 Welfare Fund is a benefit plan reported by Board Of Trustees Teamsters Local 641 Welfare Fund under EIN 22-6220289 and plan number 501. The latest loaded filing year is 2023. The filing reports 540 participants and $29,712,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 641 Welfare Fund
- EIN
- 22-6220289
- Plan number
- 501
- Plan type
- 1
- Location
- Union, NJ
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $29,712,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20241213171805NAL0021168384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,712,444
- Total liabilities (EOY)
- $1,616,259
- Net assets (EOY)
- $28,096,185
- Net assets (BOY)
- $30,031,818
Income & contributions
- Employer contributions
- $4,961,122
- Participant contributions
- $616,858
- Total contributions
- $5,577,980
- Total income / additions
- $7,845,955
Expenses & distributions
- Benefits paid
- $8,653,535
- Administrative expenses
- $1,128,053
- Total expenses
- $9,781,588
- Net increase / (decrease)
- -$1,935,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services | NONE | $192,648 | $0 | 2023 |
| Emprix Health | NONE | $82,473 | not reported in the loaded dataset | 2023 |
| Diane Florian | EMPLOYEE | $68,682 | not reported in the loaded dataset | 2023 |
| Payer Matrix LLC | NONE | $0 | $65,638 | 2023 |
| Bridgeway Benefit Technology | NONE | $65,558 | not reported in the loaded dataset | 2023 |
| Kroll Heineman Ptasiewicz & Parsons | ATTY FOR LOCAL 641 | $60,000 | not reported in the loaded dataset | 2023 |
| Alice Ryan | EMPLOYEE | $55,089 | not reported in the loaded dataset | 2023 |
| Vanda Neno | EMPLOYEE | $46,838 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $35,268 | not reported in the loaded dataset | 2023 |
| American Realty | NONE | $32,206 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services, LLC | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $30,000 | $0 | 2023 |
| Mspc | ACCT FOR LOCAL 641 | $27,039 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $22,521 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Nj | NONE | $19,455 | not reported in the loaded dataset | 2023 |
| Liverman Commercial | NONE | $19,117 | not reported in the loaded dataset | 2023 |
| Gellert Seitz Busenkell & Brown LLC | NONE | $15,136 | not reported in the loaded dataset | 2023 |
| Teamsters Center Services | NONE | $11,262 | not reported in the loaded dataset | 2023 |
| Landscape Solutions | NONE | $8,256 | not reported in the loaded dataset | 2023 |
| Specialized Computer Resources Inc | NONE | $8,253 | not reported in the loaded dataset | 2023 |
| Great Lakes | NONE | $7,190 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $7,164 | not reported in the loaded dataset | 2023 |
| Fair Health Inc. | NONE | $7,117 | not reported in the loaded dataset | 2023 |
| Johnson Controls | NONE | $6,751 | not reported in the loaded dataset | 2023 |
| Perfect Temp Services | NONE | $5,096 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $1,383 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 641 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Union, NJ
- Horizon Healthcare Services — Schedule C compensation
- Emprix Health — Schedule C compensation
- Diane Florian — Schedule C compensation
- Payer Matrix LLC — Schedule C compensation
- Bridgeway Benefit Technology — Schedule C compensation
- Kroll Heineman Ptasiewicz & Parsons — Schedule C compensation
- Alice Ryan — Schedule C compensation
- Vanda Neno — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- American Realty — Schedule C compensation
- Summit Actuarial Services, LLC — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Mspc — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Delta Dental Of Nj — Schedule C compensation
- Liverman Commercial — Schedule C compensation
- Gellert Seitz Busenkell & Brown LLC — Schedule C compensation
- Teamsters Center Services — Schedule C compensation
- Landscape Solutions — Schedule C compensation
- Specialized Computer Resources Inc — Schedule C compensation
- Great Lakes — Schedule C compensation
- Express Scripts — Schedule C compensation
- Fair Health Inc. — Schedule C compensation
- Johnson Controls — Schedule C compensation
- Perfect Temp Services — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation