2023 Form 5500 filing — Teamsters Local No. 35 Health Plans
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725103315NAL0013920433001) for Teamsters Local No. 35 Health Plans, reported by Teamsters Local No. 35 Health Plans under EIN 22-1804923 and plan number 501. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725103315NAL0013920433001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local No. 35 Health Plans
- EIN
- 22-1804923
- Plan number
- 501
- Location
- Trenton, NJ
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,183,929
- Total liabilities (EOY)
- $909,276
- Net assets (EOY)
- $28,274,653
- Employer contributions
- $6,572,577
- Participant contributions
- $947,382
- Total income / additions
- $9,733,761
- Benefits paid
- $5,654,932
- Administrative expenses
- $1,096,353
- Total expenses
- $6,751,285
- Net increase / (decrease)
- $2,982,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Service, Inc. | NONE | $221,313 | not reported in the loaded dataset |
| Philomena Lucidi | EMPLOYEE | $137,575 | not reported in the loaded dataset |
| Paydhealth LLC | NONE | $117,602 | not reported in the loaded dataset |
| Lori Cuff | EMPLOYEE | $92,686 | not reported in the loaded dataset |
| Fabian & Bryn, LLC | NONE | $80,840 | not reported in the loaded dataset |
| Christine Persichetti | EMPLOYEE | $78,956 | not reported in the loaded dataset |
| Lauren Robinson | EMPLOYEE | $64,796 | not reported in the loaded dataset |
| Haefele Flanagan & Co., Pc | NONE | $61,500 | not reported in the loaded dataset |
| Stacy Marie Vonschmidt | EMPLOYEE | $36,330 | not reported in the loaded dataset |
| Attilio Boucher | EMPLOYEE | $35,588 | not reported in the loaded dataset |
| American Core Realty Fund, Inc. | NONE | $29,898 | not reported in the loaded dataset |
| East Point Data | NONE | $29,295 | not reported in the loaded dataset |
| Ducente Squared Assset Management | NONE | $26,030 | not reported in the loaded dataset |
| Deanna Wood | EMPLOYEE | $25,796 | not reported in the loaded dataset |
| Pbirx, Inc. | NONE | $24,030 | not reported in the loaded dataset |
| Rae Group LLC | NONE | $24,000 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $22,618 | not reported in the loaded dataset |
| Thomas Marino | NONE | $21,000 | not reported in the loaded dataset |
| U.S. Bank | NONE | $20,253 | $0 |
| Maxor Plus | NONE | $20,240 | not reported in the loaded dataset |
| Elect Rx | NONE | $18,154 | not reported in the loaded dataset |
| Dahab Associates | NONE | $16,577 | not reported in the loaded dataset |
| Zazzali, Fagella, Nowak, Kleinbaum | NONE | $15,000 | not reported in the loaded dataset |
| Valverde & Express Garden | NONE | $12,763 | not reported in the loaded dataset |
| Canarx | NONE | $11,248 | not reported in the loaded dataset |
| Nj Elite Commercial Cleaning | NONE | $7,906 | not reported in the loaded dataset |
| Ancero | NONE | $6,259 | not reported in the loaded dataset |