Teamsters Medicare Trust For Retired Employees — Form 5500 plan (Teamsters Medicare Trust For Retired Employees)
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 Medicare Trust For Retired Employees is a benefit plan reported by Teamsters Medicare Trust For Retired Employees under EIN 43-6196082 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,981 participants and $38,727,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Medicare Trust For Retired Employees
- EIN
- 43-6196082
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 5,981
- End-of-year plan assets
- $38,727,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,981 | H, C | 20240730111507NAL0013315187004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,727,043
- Total liabilities (EOY)
- $734,831
- Net assets (EOY)
- $37,992,212
- Net assets (BOY)
- $35,044,655
Income & contributions
- Employer contributions
- $3,164,598
- Participant contributions
- $2,979,735
- Total contributions
- $6,144,333
- Total income / additions
- $10,146,584
Expenses & distributions
- Benefits paid
- $6,407,344
- Administrative expenses
- $791,683
- Total expenses
- $7,199,027
- Net increase / (decrease)
- $2,947,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commerce Trust | NONE | $30,767 | not reported in the loaded dataset | 2023 |
| Segal Co. | NONE | $27,100 | not reported in the loaded dataset | 2023 |
| Kiefer Bonfanti & Co. Llp | NONE | $23,800 | not reported in the loaded dataset | 2023 |
| Boston Trust | NONE | $19,105 | not reported in the loaded dataset | 2023 |
| Hammond And Shinners, P.C. | NONE | $16,234 | not reported in the loaded dataset | 2023 |
| Investement Consultant Services | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $7,062 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Medicare Trust For Retired Employees
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Commerce Trust — Schedule C compensation
- Segal Co. — Schedule C compensation
- Kiefer Bonfanti & Co. Llp — Schedule C compensation
- Boston Trust — Schedule C compensation
- Hammond And Shinners, P.C. — Schedule C compensation
- Investement Consultant Services — Schedule C compensation
- Us Bank — Schedule C compensation