2023 Form 5500 filing — Teamsters Medicare Trust For Retired Employees
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 20240730111507NAL0013315187004) for Teamsters Medicare Trust For Retired Employees, reported by Teamsters Medicare Trust For Retired Employees under EIN 43-6196082 and plan number 501. It reports 5,981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730111507NAL0013315187004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Medicare Trust For Retired Employees
- EIN
- 43-6196082
- Plan number
- 501
- Location
- St. Louis, MO
- Participants
- 5,981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,727,043
- Total liabilities (EOY)
- $734,831
- Net assets (EOY)
- $37,992,212
- Employer contributions
- $3,164,598
- Participant contributions
- $2,979,735
- Total income / additions
- $10,146,584
- Benefits paid
- $6,407,344
- Administrative expenses
- $791,683
- Total expenses
- $7,199,027
- Net increase / (decrease)
- $2,947,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commerce Trust | NONE | $30,767 | not reported in the loaded dataset |
| Segal Co. | NONE | $27,100 | not reported in the loaded dataset |
| Kiefer Bonfanti & Co. Llp | NONE | $23,800 | not reported in the loaded dataset |
| Boston Trust | NONE | $19,105 | not reported in the loaded dataset |
| Hammond And Shinners, P.C. | NONE | $16,234 | not reported in the loaded dataset |
| Investement Consultant Services | NONE | $16,000 | not reported in the loaded dataset |
| Us Bank | NONE | $7,062 | not reported in the loaded dataset |