Teamsters Retiree Trust — Form 5500 plan (Board Of Trustees Teamsters Retiree 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, Teamsters Retiree Trust is a benefit plan reported by Board Of Trustees Teamsters Retiree Trust under EIN 68-6097704 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,479 participants and $22,683,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Retiree Trust
- EIN
- 68-6097704
- Plan number
- 501
- Plan type
- 1
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 4,479
- End-of-year plan assets
- $22,683,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,479 | H, C | 20250515063052NAL0014581683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,683,403
- Total liabilities (EOY)
- $4,869,718
- Net assets (EOY)
- $17,813,685
- Net assets (BOY)
- $16,125,719
Income & contributions
- Employer contributions
- $2,047,506
- Participant contributions
- $7,597,846
- Total contributions
- $43,156,410
- Total income / additions
- $48,121,128
Expenses & distributions
- Benefits paid
- $44,045,989
- Administrative expenses
- $2,387,173
- Total expenses
- $46,433,162
- Net increase / (decrease)
- $1,687,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delta Fund Adminstrators | NONE | $1,812,668 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $145,414 | not reported in the loaded dataset | 2023 |
| Delta Health Systems | NONE | $88,327 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $51,169 | $0 | 2023 |
| Mcmorgan & Co. | NONE | $42,755 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $41,250 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $35,400 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer & Bodine | NONE | $24,313 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $6,128 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Retiree Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Delta Fund Adminstrators — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Delta Health Systems — Schedule C compensation
- Optumrx — Schedule C compensation
- Mcmorgan & Co. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Beeson, Tayer & Bodine — Schedule C compensation
- Fremont Bank — Schedule C compensation