Teamsters Local 491 Health And Welfare Fund — Form 5500 plan (Board Of Trustees Teamsters Local 491 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, Teamsters Local 491 Health And Welfare Fund is a benefit plan reported by Board Of Trustees Teamsters Local 491 Health & Welfare Fund under EIN 25-1011380 and plan number 501. The latest loaded filing year is 2023. The filing reports 280 participants and $36,508,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 491 Health & Welfare Fund
- EIN
- 25-1011380
- Plan number
- 501
- Plan type
- 1
- Location
- Uniontown, PA
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $36,508,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20250314095808NAL0044092258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,508,028
- Total liabilities (EOY)
- $415,210
- Net assets (EOY)
- $36,092,818
- Net assets (BOY)
- $31,931,634
Income & contributions
- Employer contributions
- $7,509,132
- Participant contributions
- $3,272
- Total contributions
- $7,512,404
- Total income / additions
- $11,533,161
Expenses & distributions
- Benefits paid
- $6,898,513
- Administrative expenses
- $473,464
- Total expenses
- $7,371,977
- Net increase / (decrease)
- $4,161,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | NONE | $220,003 | $0 | 2023 |
| Francine George | NONE | $59,150 | not reported in the loaded dataset | 2023 |
| Gina Dragone | DAUGHTER OF TRUSTEE | $58,868 | not reported in the loaded dataset | 2023 |
| Buck Consultants | NONE | $47,144 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $33,285 | not reported in the loaded dataset | 2023 |
| Sarah Parker | NONE | $19,947 | not reported in the loaded dataset | 2023 |
| Anna Gray | NONE | $16,737 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Andy Abraham | NONE | $16,236 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $15,974 | $0 | 2023 |
| Meyer, Unkovic & Scott | NONE | $12,968 | not reported in the loaded dataset | 2023 |
| United Concordia Companies, Inc. | NONE | $11,662 | not reported in the loaded dataset | 2023 |
| Walter Costello | TRUSTEE | $6,109 | not reported in the loaded dataset | 2023 |
| Vito Dragone, Jr. | TRUSTEE | $5,851 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 491 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Uniontown, PA
- Highmark — Schedule C compensation
- Francine George — Schedule C compensation
- Gina Dragone — Schedule C compensation
- Buck Consultants — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Sarah Parker — Schedule C compensation
- Anna Gray — Schedule C compensation
- Investment Consulting Services — Schedule C compensation
- Andy Abraham — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- United Concordia Companies, Inc. — Schedule C compensation
- Walter Costello — Schedule C compensation
- Vito Dragone, Jr. — Schedule C compensation