Teamsters Western Region And New Jersey Health Care Fund Retiree Plan — Form 5500 plan (Teamsters Western Region And New Jersey Health Care 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 Western Region And New Jersey Health Care Fund Retiree Plan is a benefit plan reported by Teamsters Western Region And New Jersey Health Care Fund under EIN 86-6052021 and plan number 502. The latest loaded filing year is 2023. The filing reports 4,413 participants and $3,274,038,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Western Region And New Jersey Health Care Fund
- EIN
- 86-6052021
- Plan number
- 502
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 4,413
- End-of-year plan assets
- $3,274,038,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,413 | H, C | 20250910133225NAL0035132896003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,274,038,518
- Total liabilities (EOY)
- $13,037,057
- Net assets (EOY)
- $3,261,001,461
- Net assets (BOY)
- $2,484,850,793
Income & contributions
- Employer contributions
- $432,543,773
- Participant contributions
- $10,665,723
- Total contributions
- $443,209,496
- Total income / additions
- $897,763,851
Expenses & distributions
- Benefits paid
- $101,793,999
- Administrative expenses
- $19,819,184
- Total expenses
- $121,613,183
- Net increase / (decrease)
- $776,150,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Camden Bonds Plus Fund LLC | NONE | $2,475,211 | $0 | 2023 |
| Bluecross Blueshield Of Az | NONE | $1,769,336 | not reported in the loaded dataset | 2023 |
| Alan Biller And Associates | NONE | $1,664,212 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $972,734 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company | NONE | $948,814 | not reported in the loaded dataset | 2023 |
| Pennant Park Senior Credit Fund Ii | NONE | $919,755 | $0 | 2023 |
| Aristotle Capital Management | NONE | $893,066 | $0 | 2023 |
| Mc Credit Partners Lp | NONE | $786,840 | not reported in the loaded dataset | 2023 |
| Blackstone Real Estate Partnersxflp | NONE | $776,752 | $0 | 2023 |
| Neuberger Berman | NONE | $0 | $724,683 | 2023 |
| Hamilton Lane Gp X LLC | NONE | $589,640 | $114,844 | 2023 |
| Jpmorgan Investment Management, Inc | NONE | $667,093 | $0 | 2023 |
| Wellington Ctf Smid Cap Research | NONE | $637,701 | $0 | 2023 |
| Wellington Ctf Intl Contrarian Valu | NONE | $611,903 | $0 | 2023 |
| Ta Debt Fund | NONE | $489,257 | $0 | 2023 |
| Loomis Sayles Nhit Core Disciplined | NONE | $479,318 | not reported in the loaded dataset | 2023 |
| Blackstone Capital Opportunities Fd | NONE | $424,361 | $0 | 2023 |
| Dawson Portfolio Finance 5 Lp | NONE | $417,166 | $0 | 2023 |
| Segall Bryant & Hamill | NONE | $407,870 | $0 | 2023 |
| Southwest Service Administrators | NONE | $363,763 | not reported in the loaded dataset | 2023 |
| Jpm Strategic | NONE | $0 | $346,239 | 2023 |
| Rreef America LLC | NONE | $345,598 | $0 | 2023 |
| William Blair Investment Management | NONE | $336,761 | not reported in the loaded dataset | 2023 |
| Audax Mezzanine Fund V-A, Lp | NONE | $331,113 | $0 | 2023 |
| Hamilton Lane Gp Ix LLC | NONE | $182,575 | $110,242 | 2023 |
| Dawson Portfolio Finance 6 Lp | NONE | $283,904 | $0 | 2023 |
| Innovatus Capital Partners LLC | NONE | $266,215 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $261,032 | not reported in the loaded dataset | 2023 |
| White Oak Summit Fund Lp | NONE | $256,240 | $0 | 2023 |
| Blackstone Infrastructure Partners | NONE | $229,363 | $0 | 2023 |
| The Segal Company | NONE | $160,641 | not reported in the loaded dataset | 2023 |
| Jpm Peg Us Corporate Fin Vii Lp | NONE | $151,323 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $130,864 | $0 | 2023 |
| Cvs Health | NONE | $92,887 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $76,946 | not reported in the loaded dataset | 2023 |
| 98point6 | NONE | $49,560 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates | NONE | $42,684 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $33,581 | 2023 |
| Bnym Mellon Cf Sl Stock Index | NONE | $31,699 | $0 | 2023 |
| Kelley Law Group | NONE | $26,385 | not reported in the loaded dataset | 2023 |
| Claims Technologies, Inc. | NONE | $16,432 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Western Region And New Jersey Health Care Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Camden Bonds Plus Fund LLC — Schedule C compensation
- Bluecross Blueshield Of Az — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Aetna — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Pennant Park Senior Credit Fund Ii — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Mc Credit Partners Lp — Schedule C compensation
- Blackstone Real Estate Partnersxflp — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Hamilton Lane Gp X LLC — Schedule C compensation
- Jpmorgan Investment Management, Inc — Schedule C compensation
- Wellington Ctf Smid Cap Research — Schedule C compensation
- Wellington Ctf Intl Contrarian Valu — Schedule C compensation
- Ta Debt Fund — Schedule C compensation
- Loomis Sayles Nhit Core Disciplined — Schedule C compensation
- Blackstone Capital Opportunities Fd — Schedule C compensation
- Dawson Portfolio Finance 5 Lp — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Jpm Strategic — Schedule C compensation
- Rreef America LLC — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Audax Mezzanine Fund V-A, Lp — Schedule C compensation
- Hamilton Lane Gp Ix LLC — Schedule C compensation
- Dawson Portfolio Finance 6 Lp — Schedule C compensation
- Innovatus Capital Partners LLC — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- White Oak Summit Fund Lp — Schedule C compensation
- Blackstone Infrastructure Partners — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jpm Peg Us Corporate Fin Vii Lp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Cvs Health — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- 98point6 — Schedule C compensation
- Henningfield & Associates — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Bnym Mellon Cf Sl Stock Index — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- Claims Technologies, Inc. — Schedule C compensation