Teamsters Local 1164 Health & Welfare Benefit Plan — Form 5500 plan (Board Of Trustees Of Teamsters Local 1164 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 1164 Health & Welfare Benefit Plan is a benefit plan reported by Board Of Trustees Of Teamsters Local 1164 Welfare Fund under EIN 34-6529411 and plan number 501. The latest loaded filing year is 2023. The filing reports 325 participants and $4,884,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Local 1164 Welfare Fund
- EIN
- 34-6529411
- Plan number
- 501
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $4,884,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241015215401NAL0017264275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,884,641
- Total liabilities (EOY)
- $761,880
- Net assets (EOY)
- $4,122,761
- Net assets (BOY)
- $4,967,511
Income & contributions
- Employer contributions
- $4,598,826
- Participant contributions
- $357,017
- Total contributions
- $4,955,843
- Total income / additions
- $5,177,553
Expenses & distributions
- Benefits paid
- $5,673,291
- Administrative expenses
- $349,012
- Total expenses
- $6,022,303
- Net increase / (decrease)
- -$844,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medical Mutual Of Ohio | NONE | $163,553 | not reported in the loaded dataset | 2023 |
| Tracy Paro | EMPLOYEE | $54,755 | not reported in the loaded dataset | 2023 |
| Teamsters Local 1164 | EMPLOYEE ORGANIZATION | $43,787 | not reported in the loaded dataset | 2023 |
| J. Schaefer & Company LLC | NONE | $15,499 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $8,373 | not reported in the loaded dataset | 2023 |
| Paul Miller | NONE | $5,900 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $5,289 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Local 1164 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Medical Mutual Of Ohio — Schedule C compensation
- Tracy Paro — Schedule C compensation
- Teamsters Local 1164 — Schedule C compensation
- J. Schaefer & Company LLC — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Paul Miller — Schedule C compensation
- The Segal Company — Schedule C compensation