Indiana Teamsters Health Benefits Fund — Form 5500 plan (Board Of Trustees Of The Indiana Teamsters Health Benefits 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, Indiana Teamsters Health Benefits Fund is a benefit plan reported by Board Of Trustees Of The Indiana Teamsters Health Benefits Fund under EIN 35-1074113 and plan number 503. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $95,055,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Indiana Teamsters Health Benefits Fund
- EIN
- 35-1074113
- Plan number
- 503
- Plan type
- 4
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014124535NAL0014942659002 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $95,055,606
- Net assets (EOY)
- $95,055,606
- Net assets (BOY)
- $68,906,354
Income & contributions
- Total income / additions
- $35,538,412
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $9,389,160
- Total expenses
- $9,389,160
- Net increase / (decrease)
- $26,149,252
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Wealth Management | INVESTMENT ADVISOR | $283,794 | not reported in the loaded dataset | 2023 |
| Comerica Bank | CUSTODIAN | $17,555 | not reported in the loaded dataset | 2023 |