Teamsters Local 2727 Retiree Medical Benefits Trust — Form 5500 plan (Teamsters Local 2727 Retiree Medical Benefits 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 Local 2727 Retiree Medical Benefits Trust is a benefit plan reported by Teamsters Local 2727 Retiree Medical Benefits Trust under EIN 83-4232289 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,840 participants and $55,365,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 2727 Retiree Medical Benefits Trust
- EIN
- 83-4232289
- Plan number
- 501
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,840
- End-of-year plan assets
- $55,365,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,840 | H, C | 20240827131546NAL0010930593003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,365,875
- Total liabilities (EOY)
- $75,937
- Net assets (EOY)
- $55,289,938
- Net assets (BOY)
- $45,441,030
Income & contributions
- Employer contributions
- $6,561,237
- Participant contributions
- $280,950
- Total contributions
- $6,842,187
- Total income / additions
- $12,306,976
Expenses & distributions
- Benefits paid
- $2,392,766
- Administrative expenses
- $65,302
- Total expenses
- $2,458,068
- Net increase / (decrease)
- $9,848,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE | $0 | $153,104 | 2023 |
| Alan Biller And Associates | NONE | $56,649 | not reported in the loaded dataset | 2023 |
| Total Administrative Services Corp | NONE | $0 | $40,959 | 2023 |
| Henningfield & Associates, Inc | NONE | $0 | $24,375 | 2023 |
| Prudential Trust Co | NONE | $15,477 | $0 | 2023 |
| Wtc-Ctf International Contrarian Va | NONE | $6,377 | $8,773 | 2023 |
| Rreef America LLC | NONE | $14,473 | $0 | 2023 |
| Us Bank | NONE | $0 | $13,828 | 2023 |
| William Blair | NONE | $7,074 | $6,400 | 2023 |
| Neuberger Berman | NONE | $0 | $10,607 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 2727 Retiree Medical Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Administrators — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Total Administrative Services Corp — Schedule C compensation
- Henningfield & Associates, Inc — Schedule C compensation
- Prudential Trust Co — Schedule C compensation
- Wtc-Ctf International Contrarian Va — Schedule C compensation
- Rreef America LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- William Blair — Schedule C compensation
- Neuberger Berman — Schedule C compensation