Teamsters Managed Health Care Trust Fund — Form 5500 plan (Board Of Trustees Of Teamsters Managed Health Care Trust 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 Managed Health Care Trust Fund is a benefit plan reported by Board Of Trustees Of Teamsters Managed Health Care Trust Fund under EIN 94-3138272 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,476 participants and $38,061,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Managed Health Care Trust Fund
- EIN
- 94-3138272
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 6,476
- End-of-year plan assets
- $38,061,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,476 | H, C | 20241015183335NAL0059187810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,061,895
- Total liabilities (EOY)
- $337,482
- Net assets (EOY)
- $37,724,413
- Net assets (BOY)
- $33,296,477
Income & contributions
- Employer contributions
- $92,850,849
- Participant contributions
- $1,073,550
- Total contributions
- $93,924,399
- Total income / additions
- $96,497,468
Expenses & distributions
- Benefits paid
- $89,527,429
- Administrative expenses
- $2,542,103
- Total expenses
- $92,069,532
- Net increase / (decrease)
- $4,427,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dmc Insurance Administrators | NONE | $1,680,939 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $249,270 | not reported in the loaded dataset | 2023 |
| Simple Therapy, Inc. | NONE | $128,207 | not reported in the loaded dataset | 2023 |
| Teamsters Assistance Program | NONE | $107,496 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $86,059 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $80,955 | not reported in the loaded dataset | 2023 |
| Prestige Printing | NONE | $62,651 | not reported in the loaded dataset | 2023 |
| Lincoln Investment | NONE | $49,524 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services, LLC | NONE | $9,354 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Managed Health Care Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Dmc Insurance Administrators — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Simple Therapy, Inc. — Schedule C compensation
- Teamsters Assistance Program — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Prestige Printing — Schedule C compensation
- Lincoln Investment — Schedule C compensation
- Commonwealth Equity Services, LLC — Schedule C compensation