2023 Form 5500 filing — Teamsters Local 456 Municipal Employees Welfare Fund
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 20240731105642NAL0012615491001) for Teamsters Local 456 Municipal Employees Welfare Fund, reported by Board Of Trustees Local 456 Municipal Welfare Fund under EIN 13-6804536 and plan number 501. It reports 1,577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731105642NAL0012615491001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 456 Municipal Welfare Fund
- EIN
- 13-6804536
- Plan number
- 501
- Location
- Elmsford, NY
- Participants
- 1,577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,905,012
- Total liabilities (EOY)
- $2,244,699
- Net assets (EOY)
- $24,660,313
- Employer contributions
- $1,977,434
- Total income / additions
- $5,094,599
- Benefits paid
- $2,082,478
- Administrative expenses
- $397,597
- Total expenses
- $2,480,075
- Net increase / (decrease)
- $2,614,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INV. CUSTODIAN/MANAGER | $125,578 | not reported in the loaded dataset |
| Bamundo, Zwal & Schermerhorn Llp | LEGAL BENEFITS | $80,496 | not reported in the loaded dataset |
| Lower Hudson Valley E.A.P. | MEDICAL CONSULTANT | $38,616 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $33,006 | not reported in the loaded dataset |
| Blitman & King Llp | LEGAL | $30,000 | not reported in the loaded dataset |
| Theodor H. Brown Dds | DENTAL CONSULTANT | $27,588 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | ACTUARY | $23,500 | not reported in the loaded dataset |
| Tpa Corporation | COMPUTER CONSULTANT | $9,678 | not reported in the loaded dataset |