Health And Welfare Fund Of Teamsters Local 473 — Form 5500 plan (Board Of Trustees Health And Welfare Fnd Of Teamsters Local 473)
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, Health And Welfare Fund Of Teamsters Local 473 is a benefit plan reported by Board Of Trustees Health And Welfare Fnd Of Teamsters Local 473 under EIN 51-0135567 and plan number 501. The latest loaded filing year is 2023. The filing reports 185 participants and $1,242,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Health And Welfare Fnd Of Teamsters Local 473
- EIN
- 51-0135567
- Plan number
- 501
- Plan type
- 1
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $1,242,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015135027NAL0016529747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,242,915
- Total liabilities (EOY)
- $28,333
- Net assets (EOY)
- $1,214,582
- Net assets (BOY)
- $1,370,334
Income & contributions
- Employer contributions
- $1,138,556
- Participant contributions
- $144,904
- Total contributions
- $1,283,460
- Total income / additions
- $1,350,689
Expenses & distributions
- Benefits paid
- $1,343,765
- Administrative expenses
- $162,676
- Total expenses
- $1,506,441
- Net increase / (decrease)
- -$155,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial | NONE | $43,350 | not reported in the loaded dataset | 2023 |
| Daniel Stelter | EMPLOYEE | $29,280 | not reported in the loaded dataset | 2023 |
| J. Schaefer & Company LLC | NONE | $14,400 | not reported in the loaded dataset | 2023 |
| Pofok Crampton LLC | NONE | $13,045 | not reported in the loaded dataset | 2023 |
| Teamsters Local 473 | UNION | $12,615 | not reported in the loaded dataset | 2023 |
| Tucker Arensburg P.C. | NONE | $8,717 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Health And Welfare Fnd Of Teamsters Local 473
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- Horizon Actuarial — Schedule C compensation
- Daniel Stelter — Schedule C compensation
- J. Schaefer & Company LLC — Schedule C compensation
- Pofok Crampton LLC — Schedule C compensation
- Teamsters Local 473 — Schedule C compensation
- Tucker Arensburg P.C. — Schedule C compensation