Chauffeurs, Teamsters & Helpers Local 301 Health & Welfare Fund Life, Accidental Death & Dismembermen T, Vision Care, Health Plan & Dental P — Form 5500 plan (Trustees Of Teamsters Local No. 301)
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, Chauffeurs, Teamsters & Helpers Local 301 Health & Welfare Fund Life, Accidental Death & Dismembermen T, Vision Care, Health Plan & Dental P is a benefit plan reported by Trustees Of Teamsters Local No. 301 under EIN 36-6125658 and plan number 501. The latest loaded filing year is 2023. The filing reports 837 participants and $66,886,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local No. 301
- EIN
- 36-6125658
- Plan number
- 501
- Plan type
- 1
- Location
- Waukegan, IL
- Latest filing year
- 2023
- Participants
- 837
- End-of-year plan assets
- $66,886,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 837 | H, C | 20240729150201NAL0030077456003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,886,883
- Total liabilities (EOY)
- $2,060,282
- Net assets (EOY)
- $64,826,601
- Net assets (BOY)
- $57,438,222
Income & contributions
- Employer contributions
- $15,638,076
- Participant contributions
- $725,123
- Total contributions
- $16,363,199
- Total income / additions
- $22,023,929
Expenses & distributions
- Benefits paid
- $13,326,746
- Administrative expenses
- $1,308,804
- Total expenses
- $14,635,550
- Net increase / (decrease)
- $7,388,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum Rx, Inc | NONE | $2,199,343 | $8,726 | 2023 |
| Teamsters Local Union 301 General | AFFILIATED ORGANIZATION | $590,548 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $84,381 | not reported in the loaded dataset | 2023 |
| Sara Haffner-Wolf | FUND ADMINISTRATOR | $83,542 | not reported in the loaded dataset | 2023 |
| Frank J. Baker & Company | NONE | $64,094 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $60,355 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $51,997 | not reported in the loaded dataset | 2023 |
| Mcgann Ketterman & Rioux | NONE | $51,950 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $46,237 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $42,349 | not reported in the loaded dataset | 2023 |
| Liracom LLC | NONE | $29,927 | not reported in the loaded dataset | 2023 |
| Inetico, LLC Dba Valenz Care | NONE | $29,368 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Optum Financial | NONE | $23,271 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Ifebp | NONE | $12,688 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $9,834 | not reported in the loaded dataset | 2023 |
| Access One Inc | NONE | $8,189 | not reported in the loaded dataset | 2023 |
| Datamotion Imaging Services | NONE | $8,165 | not reported in the loaded dataset | 2023 |
| West End Press Inc | NONE | $6,748 | not reported in the loaded dataset | 2023 |
| Green Light Cost Management, LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local No. 301
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Waukegan, IL
- Optum Rx, Inc — Schedule C compensation
- Teamsters Local Union 301 General — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Sara Haffner-Wolf — Schedule C compensation
- Frank J. Baker & Company — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Mcgann Ketterman & Rioux — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Liracom LLC — Schedule C compensation
- Inetico, LLC Dba Valenz Care — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Optum Financial — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Ifebp — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Access One Inc — Schedule C compensation
- Datamotion Imaging Services — Schedule C compensation
- West End Press Inc — Schedule C compensation
- Green Light Cost Management, LLC — Schedule C compensation