Employer-Teamsters Local Nos 175 & 505 Health & Welfare Fund — Form 5500 plan (Employer-Teamsters Local Nos 175 & 505 Health & 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, Employer-Teamsters Local Nos 175 & 505 Health & Welfare Fund is a benefit plan reported by Employer-Teamsters Local Nos 175 & 505 Health & Welfare Fund under EIN 55-0422384 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,023 participants and $37,636,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employer-Teamsters Local Nos 175 & 505 Health & Welfare Fund
- EIN
- 55-0422384
- Plan number
- 501
- Plan type
- 1
- Location
- South Charleston, WV
- Latest filing year
- 2023
- Participants
- 1,023
- End-of-year plan assets
- $37,636,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,023 | H, C | 20241015214421NAL0049886528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,636,977
- Total liabilities (EOY)
- $3,430,449
- Net assets (EOY)
- $34,206,528
- Net assets (BOY)
- $25,006,404
Income & contributions
- Employer contributions
- $29,017,099
- Participant contributions
- $22,659
- Total contributions
- $29,039,758
- Total income / additions
- $31,537,620
Expenses & distributions
- Benefits paid
- $20,967,953
- Administrative expenses
- $1,369,543
- Total expenses
- $22,337,496
- Net increase / (decrease)
- $9,200,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $632,013 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans | NONE | $440,395 | not reported in the loaded dataset | 2023 |
| Manning And Napier | NONE | $104,419 | not reported in the loaded dataset | 2023 |
| American Health Holdings | NONE | $52,435 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company | NONE | $48,194 | not reported in the loaded dataset | 2023 |
| Ciccarello, Del Giuduce & Lafon | NONE | $23,425 | not reported in the loaded dataset | 2023 |
| Cs Mckee | NONE | $18,455 | not reported in the loaded dataset | 2023 |
| Physicians Services - 4most | NONE | $10,546 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Medical Review Institute | NONE | $9,238 | not reported in the loaded dataset | 2023 |
| United National Bank | NONE | $6,803 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employer-Teamsters Local Nos 175 & 505 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in South Charleston, WV
- American Benefit Corporation — Schedule C compensation
- Anthem Health Plans — Schedule C compensation
- Manning And Napier — Schedule C compensation
- American Health Holdings — Schedule C compensation
- Harris, Hardin & Company — Schedule C compensation
- Ciccarello, Del Giuduce & Lafon — Schedule C compensation
- Cs Mckee — Schedule C compensation
- Physicians Services - 4most — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Medical Review Institute — Schedule C compensation
- United National Bank — Schedule C compensation