Teamsters Local Union No. 422 Welfare Fund — Form 5500 plan (Local 422 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 Union No. 422 Welfare Fund is a benefit plan reported by Local 422 Health & Welfare Fund under EIN 34-1918989 and plan number 501. The latest loaded filing year is 2023. The filing reports 152 participants and $1,152,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 422 Health & Welfare Fund
- EIN
- 34-1918989
- Plan number
- 501
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $1,152,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241015134509NAL0016520467009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,152,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,152,116
- Net assets (BOY)
- $1,116,917
Income & contributions
- Employer contributions
- $519,379
- Participant contributions
- $61,477
- Total contributions
- $580,856
- Total income / additions
- $619,293
Expenses & distributions
- Benefits paid
- $529,871
- Administrative expenses
- $54,223
- Total expenses
- $584,094
- Net increase / (decrease)
- $35,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 400 Food Terminal Welfare Fnd | not reported in the loaded dataset | $25,729 | not reported in the loaded dataset | 2023 |
| Neitzel, Luke & Salopek Inc. | N/A | $12,480 | not reported in the loaded dataset | 2023 |
| Wainblat Law LLC | N/A | $5,265 | not reported in the loaded dataset | 2023 |
| Robertson Agency | N/A | $1,837 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 422 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Local 400 Food Terminal Welfare Fnd — Schedule C compensation
- Neitzel, Luke & Salopek Inc. — Schedule C compensation
- Wainblat Law LLC — Schedule C compensation
- Robertson Agency — Schedule C compensation