2023 Form 5500 filing — Teamsters Union Local 653 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 20240925085629NAL0028559634001) for Teamsters Union Local 653 Welfare Fund, reported by Teamsters Union Local 653 Welfare Fund under EIN 04-2149479 and plan number 501. It reports 1,499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925085629NAL0028559634001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Union Local 653 Welfare Fund
- EIN
- 04-2149479
- Plan number
- 501
- Location
- South Easton, MA
- Participants
- 1,499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,252,957
- Total liabilities (EOY)
- $25,421
- Net assets (EOY)
- $65,227,536
- Employer contributions
- $29,566,012
- Participant contributions
- $787,471
- Total income / additions
- $36,019,888
- Benefits paid
- $30,933,118
- Administrative expenses
- $2,823,574
- Total expenses
- $33,756,692
- Net increase / (decrease)
- $2,263,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,117,902 | not reported in the loaded dataset |
| Regan Associates | NONE | $406,640 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $377,761 | $0 |
| D. Reyes | EMPLOYEE | $107,330 | not reported in the loaded dataset |
| Delta Dental | NONE | $93,001 | not reported in the loaded dataset |
| Willis Of Massachusetts Inc | NONE | $84,833 | not reported in the loaded dataset |
| K. Araujo | EMPLOYEE | $64,483 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $60,796 | not reported in the loaded dataset |
| 4a Hampden Trust | NONE | $60,338 | not reported in the loaded dataset |
| Feinberg, Dumont & Brennan | NONE | $47,622 | not reported in the loaded dataset |
| Optum Rx | NONE | $45,230 | not reported in the loaded dataset |
| Marcie Lee | EMPLOYEE | $41,772 | not reported in the loaded dataset |
| T. Bailow | EMPLOYEE | $36,264 | not reported in the loaded dataset |
| Blue Harbor Technology | NONE | $14,143 | not reported in the loaded dataset |
| Benefit Coordinators Of America | NONE | $9,500 | not reported in the loaded dataset |
| Davis Vision | NONE | $5,405 | not reported in the loaded dataset |