Ohio Conference Of Teamsters And Industry Health And Welfare Fund — Form 5500 plan (Board Of Trustees Of Oh Conference Teamsters And Ind Health & Welfare)
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, Ohio Conference Of Teamsters And Industry Health And Welfare Fund is a benefit plan reported by Board Of Trustees Of Oh Conference Teamsters And Ind Health & Welfare under EIN 31-6029682 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,838 participants and $111,969,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Oh Conference Teamsters And Ind Health & Welfare
- EIN
- 31-6029682
- Plan number
- 501
- Plan type
- 1
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 2,838
- End-of-year plan assets
- $111,969,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,838 | H, C | 20240930133008NAL0005731585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,969,924
- Total liabilities (EOY)
- $5,669,902
- Net assets (EOY)
- $106,300,022
- Net assets (BOY)
- $97,109,926
Income & contributions
- Employer contributions
- $48,314,271
- Participant contributions
- $372,060
- Total contributions
- $48,686,331
- Total income / additions
- $59,246,684
Expenses & distributions
- Benefits paid
- $47,933,505
- Administrative expenses
- $2,123,083
- Total expenses
- $50,056,588
- Net increase / (decrease)
- $9,190,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medical Mutual | NONE | $643,372 | not reported in the loaded dataset | 2023 |
| Forty Four Corporation | RELATED COMPANY | $450,417 | not reported in the loaded dataset | 2023 |
| United Healthcare | NONE | $292,751 | not reported in the loaded dataset | 2023 |
| Daniela Janceski | EMPLOYEE | $171,267 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $143,147 | not reported in the loaded dataset | 2023 |
| National Investment Services (Nis) | NONE | $140,340 | not reported in the loaded dataset | 2023 |
| The James B Oswald Company | NONE | $129,413 | not reported in the loaded dataset | 2023 |
| Danny Milenkovski | EMPLOYEE | $93,310 | not reported in the loaded dataset | 2023 |
| Delta Dental Plan Of Ohio | NONE | $60,843 | not reported in the loaded dataset | 2023 |
| Impact Solutions Eap | NONE | $50,997 | not reported in the loaded dataset | 2023 |
| Faulkner Hoffman Phillips LLC | NONE | $44,890 | not reported in the loaded dataset | 2023 |
| Clark Schaefer Hackett | NONE | $44,060 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Huntington National Bank | NONE | $31,393 | not reported in the loaded dataset | 2023 |
| National Vision Administrators, LLC | NONE | $14,118 | not reported in the loaded dataset | 2023 |
| M&S Printmedia | NONE | $7,932 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Oh Conference Teamsters And Ind Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Medical Mutual — Schedule C compensation
- Forty Four Corporation — Schedule C compensation
- United Healthcare — Schedule C compensation
- Daniela Janceski — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- National Investment Services (Nis) — Schedule C compensation
- The James B Oswald Company — Schedule C compensation
- Danny Milenkovski — Schedule C compensation
- Delta Dental Plan Of Ohio — Schedule C compensation
- Impact Solutions Eap — Schedule C compensation
- Faulkner Hoffman Phillips LLC — Schedule C compensation
- Clark Schaefer Hackett — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Huntington National Bank — Schedule C compensation
- National Vision Administrators, LLC — Schedule C compensation
- M&S Printmedia — Schedule C compensation