2023 Form 5500 filing — Teamsters Local 170 Health And 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 20240903153355NAL0019078001001) for Teamsters Local 170 Health And Welfare Fund, reported by Teamsters Local 170 Health And Welfare Fund under EIN 04-2219623 and plan number 501. It reports 1,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903153355NAL0019078001001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local 170 Health And Welfare Fund
- EIN
- 04-2219623
- Plan number
- 501
- Location
- Worcester, MA
- Participants
- 1,381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,580,908
- Total liabilities (EOY)
- $9,736,955
- Net assets (EOY)
- $80,843,953
- Employer contributions
- $35,713,429
- Participant contributions
- $929,161
- Total income / additions
- $42,008,854
- Benefits paid
- $30,466,457
- Administrative expenses
- $2,441,298
- Total expenses
- $32,907,755
- Net increase / (decrease)
- $9,101,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,237,423 | not reported in the loaded dataset |
| Employee C | PLAN EMPLOYEE | $177,994 | not reported in the loaded dataset |
| Employee D | PLAN EMPLOYEE | $104,873 | not reported in the loaded dataset |
| Congress Wealth Management | NONE | $98,006 | not reported in the loaded dataset |
| Employee E | PLAN EMPLOYEE | $89,482 | not reported in the loaded dataset |
| Employee B | PLAN EMPLOYEE | $76,142 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $62,572 | not reported in the loaded dataset |
| Employee A | PLAN EMPLOYEE | $57,841 | not reported in the loaded dataset |
| Employee F | PLAN EMPLOYEE | $56,813 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $45,600 | not reported in the loaded dataset |
| Bridgeway | NONE | $37,699 | not reported in the loaded dataset |
| Encompass | NONE | $35,822 | not reported in the loaded dataset |
| Sunset Landscaping | NONE | $35,050 | not reported in the loaded dataset |
| Tpg Healthcare Consulting | NONE | $20,900 | not reported in the loaded dataset |
| Aquarius Capital Solutions Group | NONE | $20,000 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $16,613 | not reported in the loaded dataset |
| Otis Elevator | NONE | $12,523 | $0 |
| Boston Benefit Partners | NONE | $11,940 | not reported in the loaded dataset |
| Kings Of Pressure | NONE | $11,391 | $0 |
| Intercontinental Real Estate | NONE | $7,260 | not reported in the loaded dataset |
| Davis Vision | NONE | $7,202 | not reported in the loaded dataset |