Mo-Kan Teamsters Health & Welfare Fund — Form 5500 plan (Mo-Kan Teamsters Health And 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, Mo-Kan Teamsters Health & Welfare Fund is a benefit plan reported by Mo-Kan Teamsters Health And Welfare Fund under EIN 43-6124888 and plan number 501. The latest loaded filing year is 2023. The filing reports 644 participants and $14,517,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mo-Kan Teamsters Health And Welfare Fund
- EIN
- 43-6124888
- Plan number
- 501
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 644
- End-of-year plan assets
- $14,517,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 644 | H, C | 20241015195507NAL0029542433004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,517,698
- Total liabilities (EOY)
- $1,180,446
- Net assets (EOY)
- $13,337,252
- Net assets (BOY)
- $13,037,724
Income & contributions
- Employer contributions
- $9,369,051
- Participant contributions
- $849,541
- Total contributions
- $10,218,592
- Total income / additions
- $11,209,307
Expenses & distributions
- Benefits paid
- $9,950,752
- Administrative expenses
- $959,027
- Total expenses
- $10,909,779
- Net increase / (decrease)
- $299,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corp | THIRD PARTY ADMINISTRATOR | $327,068 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield | PPO | $206,592 | not reported in the loaded dataset | 2023 |
| Segal Consulting | PLAN CONSULTANT | $164,906 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | FUND LEGAL COUNSEL | $114,179 | not reported in the loaded dataset | 2023 |
| Construction Benefit Audit Corp | NONE | $38,201 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | NONE | $35,011 | $0 | 2023 |
| Commerce Trust Co | NONE | $22,671 | not reported in the loaded dataset | 2023 |
| Anders Cpas + Advisors | FUND AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $13,204 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT CONSULTANT | $7,500 | not reported in the loaded dataset | 2023 |
| Absolute Solutions | NONE | $7,245 | not reported in the loaded dataset | 2023 |
| Business Health Coalition | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mo-Kan Teamsters Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Wilson-Mcshane Corp — Schedule C compensation
- Blue Cross Blue Shield — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Construction Benefit Audit Corp — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Commerce Trust Co — Schedule C compensation
- Anders Cpas + Advisors — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Absolute Solutions — Schedule C compensation
- Business Health Coalition — Schedule C compensation