Employer-Teamsters Local 205 Welfare Fund — Form 5500 plan (Employer-Teamsters Local 205 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, Employer-Teamsters Local 205 Welfare Fund is a benefit plan reported by Employer-Teamsters Local 205 Welfare Fund under EIN 25-1417264 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,510 participants and $1,508,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employer-Teamsters Local 205 Welfare Fund
- EIN
- 25-1417264
- Plan number
- 501
- Plan type
- 1
- Location
- White Oak, PA
- Latest filing year
- 2023
- Participants
- 1,510
- End-of-year plan assets
- $1,508,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,510 | H, C | 20250211164535NAL0010169219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,508,124
- Total liabilities (EOY)
- $663,113
- Net assets (EOY)
- $845,011
- Net assets (BOY)
- $1,643,793
Income & contributions
- Employer contributions
- $3,791,468
- Participant contributions
- $34,798
- Total contributions
- $3,826,266
- Total income / additions
- $3,934,824
Expenses & distributions
- Benefits paid
- $4,342,459
- Administrative expenses
- $391,147
- Total expenses
- $4,733,606
- Net increase / (decrease)
- -$798,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Inc | NONE | $325,547 | not reported in the loaded dataset | 2023 |
| Service Personnel & Employees Dairy | RELATED ORG | $207,648 | not reported in the loaded dataset | 2023 |
| Symetra Life Insurance Company | NONE | $79,980 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Frissora & Associates | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $20,272 | not reported in the loaded dataset | 2023 |
| Marc C Cassella Dmd | NONE | $16,900 | not reported in the loaded dataset | 2023 |
| Don Leonatti Jr | NONE | $9,175 | not reported in the loaded dataset | 2023 |
| C&N Cleaning Services | NONE | $6,330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employer-Teamsters Local 205 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in White Oak, PA
- Highmark Inc — Schedule C compensation
- Service Personnel & Employees Dairy — Schedule C compensation
- Symetra Life Insurance Company — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Frissora & Associates — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Marc C Cassella Dmd — Schedule C compensation
- Don Leonatti Jr — Schedule C compensation
- C&N Cleaning Services — Schedule C compensation