Teamsters Local No. 455 Health And Welfare Fund — Form 5500 plan (Trustees-Teamsters Local No. 455 Health And 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, Teamsters Local No. 455 Health And Welfare Fund is a benefit plan reported by Trustees-Teamsters Local No. 455 Health And Welfare Fund under EIN 84-6030963 and plan number 501. The latest loaded filing year is 2023. The filing reports 331 participants and $11,022,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Teamsters Local No. 455 Health And Welfare Fund
- EIN
- 84-6030963
- Plan number
- 501
- Plan type
- 1
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $11,022,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241213165355NAL0010596323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,022,558
- Total liabilities (EOY)
- $974,132
- Net assets (EOY)
- $10,048,426
- Net assets (BOY)
- $8,432,574
Income & contributions
- Employer contributions
- $5,406,418
- Participant contributions
- $1,437
- Total contributions
- $5,407,855
- Total income / additions
- $6,555,164
Expenses & distributions
- Benefits paid
- $4,340,780
- Administrative expenses
- $598,532
- Total expenses
- $4,939,312
- Net increase / (decrease)
- $1,615,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $183,992 | $9,829 | 2023 |
| Cigna | NONE | $116,511 | $0 | 2023 |
| Spencer Fane Llp | NONE | $93,108 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $34,329 | $36,702 | 2023 |
| The Segal Company | NONE | $52,654 | $2,164 | 2023 |
| Wells Fargo Advisors | NONE | $54,413 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $24,331 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Teamsters Local No. 455 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Zenith American Solutions, Inc. — Schedule C compensation
- Cigna — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- The Segal Company — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation