Atlas Tube Teamsters Local Union No. 731 Health Fund — Form 5500 plan (Atlas Tube Teamsters Local 731 Health Fund Trust)

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, Atlas Tube Teamsters Local Union No. 731 Health Fund is a benefit plan reported by Atlas Tube Teamsters Local 731 Health Fund Trust under EIN 37-6666636 and plan number 501. The latest loaded filing year is 2023. The filing reports 146 participants and $1,473,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlas Tube Teamsters Local 731 Health Fund Trust
EIN
37-6666636
Plan number
501
Plan type
1
Location
Chicago, IL
Latest filing year
2023
Participants
146
End-of-year plan assets
$1,473,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241010091552NAL0019859665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,473,231
Total liabilities (EOY)
$263,288
Net assets (EOY)
$1,209,943
Net assets (BOY)
$1,052,143

Income & contributions

Employer contributions
$3,062,370
Total contributions
$3,062,370
Total income / additions
$3,073,698

Expenses & distributions

Benefits paid
$2,851,885
Administrative expenses
$64,013
Total expenses
$2,915,898
Net increase / (decrease)
$157,800

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Emerson Reid LLCNONE$37,212not reported in the loaded dataset2023
Grossman Yanak & Ford LlpNONE$21,928not reported in the loaded dataset2023

Related Form 5500 pages