2023 Form 5500 filing — Teamsters Local 2727 Retiree Medical Benefits Trust
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 20240827131546NAL0010930593003) for Teamsters Local 2727 Retiree Medical Benefits Trust, reported by Teamsters Local 2727 Retiree Medical Benefits Trust under EIN 83-4232289 and plan number 501. It reports 1,840 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827131546NAL0010930593003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teamsters Local 2727 Retiree Medical Benefits Trust
- EIN
- 83-4232289
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 1,840
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,365,875
- Total liabilities (EOY)
- $75,937
- Net assets (EOY)
- $55,289,938
- Employer contributions
- $6,561,237
- Participant contributions
- $280,950
- Total income / additions
- $12,306,976
- Benefits paid
- $2,392,766
- Administrative expenses
- $65,302
- Total expenses
- $2,458,068
- Net increase / (decrease)
- $9,848,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | NONE | $0 | $153,104 |
| Alan Biller And Associates | NONE | $56,649 | not reported in the loaded dataset |
| Total Administrative Services Corp | NONE | $0 | $40,959 |
| Henningfield & Associates, Inc | NONE | $0 | $24,375 |
| Prudential Trust Co | NONE | $15,477 | $0 |
| Wtc-Ctf International Contrarian Va | NONE | $6,377 | $8,773 |
| Rreef America LLC | NONE | $14,473 | $0 |
| Us Bank | NONE | $0 | $13,828 |
| William Blair | NONE | $7,074 | $6,400 |
| Neuberger Berman | NONE | $0 | $10,607 |