Teamsters Union No. 142 Health And Welfare Trust Fund — Form 5500 plan (Trustees Of Teamsters Union No. 142 Health And Welfare Trust 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 Union No. 142 Health And Welfare Trust Fund is a benefit plan reported by Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund under EIN 35-0918199 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,021 participants and $27,549,871 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund
- EIN
- 35-0918199
- Plan number
- 501
- Plan type
- 1
- Location
- Gary, IN
- Latest filing year
- 2023
- Participants
- 1,021
- End-of-year plan assets
- $27,549,871
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,021 | H, C | 20250129102329NAL0009194787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,549,871
- Total liabilities (EOY)
- $922,661
- Net assets (EOY)
- $26,627,210
- Net assets (BOY)
- $24,527,268
Income & contributions
- Employer contributions
- $624,800
- Participant contributions
- $151,550
- Total contributions
- $776,350
- Total income / additions
- $2,989,348
Expenses & distributions
- Benefits paid
- $612,315
- Administrative expenses
- $277,091
- Total expenses
- $889,406
- Net increase / (decrease)
- $2,099,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $86,266 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $48,400 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $42,893 | not reported in the loaded dataset | 2023 |
| Jay Smith | EMPLOYEE | $34,413 | not reported in the loaded dataset | 2023 |
| Asher, Gittler & D'Alba, Ltd. | NONE | $31,650 | not reported in the loaded dataset | 2023 |
| Christina Hernandez | EMPLOYEE | $29,659 | not reported in the loaded dataset | 2023 |
| Slc Management | NONE | $16,132 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Allied Benefit Systems | NONE | $15,996 | not reported in the loaded dataset | 2023 |
| Tic International Corp | NONE | $7,610 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Gary, IN
- Sav-Rx Prescription Services — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jay Smith — Schedule C compensation
- Asher, Gittler & D'Alba, Ltd. — Schedule C compensation
- Christina Hernandez — Schedule C compensation
- Slc Management — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation
- Allied Benefit Systems — Schedule C compensation
- Tic International Corp — Schedule C compensation