Local 495 Race Track Employees Supplemental Welfare Trust — Form 5500 plan (Teamsters Automotive Industrial & Allied Workers Local 495)
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, Local 495 Race Track Employees Supplemental Welfare Trust is a benefit plan reported by Teamsters Automotive Industrial & Allied Workers Local 495 under EIN 95-6115963 and plan number 501. The latest loaded filing year is 2023. The filing reports 255 participants and $2,964,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Automotive Industrial & Allied Workers Local 495
- EIN
- 95-6115963
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $2,964,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20250220180201NAL0004343619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,964,304
- Total liabilities (EOY)
- $10,580
- Net assets (EOY)
- $2,953,724
- Net assets (BOY)
- $2,660,530
Income & contributions
- Employer contributions
- $684,144
- Participant contributions
- $73,770
- Total contributions
- $757,914
- Total income / additions
- $851,478
Expenses & distributions
- Benefits paid
- $512,803
- Administrative expenses
- $45,481
- Total expenses
- $558,284
- Net increase / (decrease)
- $293,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $23,766 | not reported in the loaded dataset | 2023 |
| David Brody & Co. | NONE | $7,900 | not reported in the loaded dataset | 2023 |