Plan5500

Teamsters Local 331 Health & Welfare Trust Fund — Form 5500 plan (Teamsters 331 Welfare Fund & Welfare Trust 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 331 Health & Welfare Trust Fund is a benefit plan reported by Teamsters 331 Welfare Fund & Welfare Trust Fund under EIN 23-6737795 and plan number 501. The latest loaded filing year is 2023. The filing reports 980 participants and $900,255 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teamsters 331 Welfare Fund & Welfare Trust Fund
EIN
23-6737795
Plan number
501
Plan type
1
Location
Egg Harbor City, NJ
Latest filing year
2023
Participants
980
End-of-year plan assets
$900,255

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023980H, C20240710132555NAL0016869521003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$900,255
Total liabilities (EOY)
$116,796
Net assets (EOY)
$783,459
Net assets (BOY)
$796,403

Income & contributions

Employer contributions
$86,780
Total contributions
$86,780
Total income / additions
$172,709

Expenses & distributions

Benefits paid
$96,452
Administrative expenses
$89,201
Total expenses
$185,653
Net increase / (decrease)
-$12,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mspc Certified Public AccountantsNONE$15,000not reported in the loaded dataset2023
Teamsters Local Union 331LANDLORD$13,757not reported in the loaded dataset2023
CaptrustNONE$9,306not reported in the loaded dataset2023
Mr. Microchip Software Center, Inc.NONE$6,150not reported in the loaded dataset2023

Related Form 5500 pages