2023 Form 5500 filing — Central Pennsylvania Teamsters Health & 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 20240927122318NAL0001248835002) for Central Pennsylvania Teamsters Health & Welfare Fund, reported by Central Pennsylvania Teamsters Health And Welfare Fund under EIN 23-6263170 and plan number 501. It reports 6,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927122318NAL0001248835002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Central Pennsylvania Teamsters Health And Welfare Fund
- EIN
- 23-6263170
- Plan number
- 501
- Location
- Wyomissing, PA
- Participants
- 6,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $188,436,896
- Total liabilities (EOY)
- $22,035,331
- Net assets (EOY)
- $166,401,565
- Employer contributions
- $126,451,697
- Participant contributions
- $4,009,843
- Total income / additions
- $141,261,125
- Benefits paid
- $125,614,746
- Administrative expenses
- $9,435,078
- Total expenses
- $135,049,824
- Net increase / (decrease)
- $6,211,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health Inc. | NONE | $2,360,796 | not reported in the loaded dataset |
| Global Pharmaceutical Benefits LLC | NONE | $2,152,566 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $468,211 | $0 |
| Morgan, Lewis & Bockius, Llp | NONE | $324,914 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $268,029 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | NONE | $255,876 | not reported in the loaded dataset |
| Foster & Foster/Beyer-Barber Co. | NONE | $196,693 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $195,478 | not reported in the loaded dataset |
| Cherie Freeman | EMPLOYEE | $176,303 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $166,215 | not reported in the loaded dataset |
| Joseph Samolewicz | EMPLOYEE | $164,831 | not reported in the loaded dataset |
| Daphne Rossi | EMPLOYEE | $147,789 | not reported in the loaded dataset |
| Jenna Smith | EMPLOYEE | $140,310 | not reported in the loaded dataset |
| Tricia Moody | EMPLOYEE | $139,338 | not reported in the loaded dataset |
| Christina Rivera | EMPLOYEE | $137,367 | not reported in the loaded dataset |
| Belinda Stoudt | EMPLOYEE | $136,797 | not reported in the loaded dataset |
| Kasey Moyer | EMPLOYEE | $132,635 | not reported in the loaded dataset |
| Monica Hassler | EMPLOYEE | $130,136 | not reported in the loaded dataset |
| Charlotte Houser | EMPLOYEE | $129,686 | not reported in the loaded dataset |
| Stacie Weber | EMPLOYEE | $129,589 | not reported in the loaded dataset |
| Amber Carnes | EMPLOYEE | $129,328 | not reported in the loaded dataset |
| Martin Cullen | EMPLOYEE | $127,724 | not reported in the loaded dataset |
| Kelly Leone | EMPLOYEE | $127,349 | not reported in the loaded dataset |
| Allyn Seidell | EMPLOYEE | $126,529 | not reported in the loaded dataset |
| April Maisonet | EMPLOYEE | $126,335 | not reported in the loaded dataset |
| Kristine Brown | EMPLOYEE | $126,186 | not reported in the loaded dataset |
| Marcia Moyer | EMPLOYEE | $125,177 | not reported in the loaded dataset |
| Dorothy Fair | EMPLOYEE | $123,253 | not reported in the loaded dataset |
| Cailin Adams | EMPLOYEE | $121,041 | not reported in the loaded dataset |
| James Stricker | EMPLOYEE | $119,513 | not reported in the loaded dataset |
| Jill Schmale | EMPLOYEE | $115,404 | not reported in the loaded dataset |
| Rusty Kemp | EMPLOYEE | $97,691 | not reported in the loaded dataset |
| Robert Genslinger | EMPLOYEE | $91,166 | not reported in the loaded dataset |
| Cheryl Burke | EMPLOYEE | $87,130 | not reported in the loaded dataset |
| Wotring Law LLC | NONE | $84,618 | not reported in the loaded dataset |
| Intercontinental R/E Corporation | NONE | $84,014 | not reported in the loaded dataset |
| Kyle Weller | EMPLOYEE | $81,828 | not reported in the loaded dataset |
| Judith Stricker | EMPLOYEE | $81,179 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $79,796 | not reported in the loaded dataset |
| Peter Shiffer | EMPLOYEE | $77,702 | not reported in the loaded dataset |
| Krystal Cruz | EMPLOYEE | $76,154 | not reported in the loaded dataset |
| Lori Kemmerer | EMPLOYEE | $75,570 | not reported in the loaded dataset |
| Michelle Bickham | EMPLOYEE | $74,825 | not reported in the loaded dataset |
| Debra Pfennig | EMPLOYEE | $72,001 | not reported in the loaded dataset |
| Lisa Marderness | EMPLOYEE | $71,734 | not reported in the loaded dataset |
| Damien Wild | EMPLOYEE | $70,180 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $69,961 | not reported in the loaded dataset |
| Richard Pastuszek | EMPLOYEE | $68,505 | not reported in the loaded dataset |
| Change Healthcare | NONE | $64,884 | not reported in the loaded dataset |
| Kelly Snyder | EMPLOYEE | $62,381 | not reported in the loaded dataset |
| Weidenhammer Systems Corp | NONE | $61,959 | not reported in the loaded dataset |
| Chemere Pearson | EMPLOYEE | $53,980 | not reported in the loaded dataset |
| Amanda Patton | EMPLOYEE | $53,144 | not reported in the loaded dataset |
| Lv Print Center | NONE | $52,961 | not reported in the loaded dataset |
| Essex Technology Group Inc. | NONE | $50,577 | not reported in the loaded dataset |
| Lisa Mieczkowski | EMPLOYEE | $49,229 | not reported in the loaded dataset |
| Davis Vision Inc | NONE | $38,906 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $33,564 | not reported in the loaded dataset |
| Alliance Community Healthcare Inc. | NONE | $30,000 | not reported in the loaded dataset |
| Lynn Rothenberger | EMPLOYEE | $27,251 | not reported in the loaded dataset |
| Kim Fischer | EMPLOYEE | $25,068 | not reported in the loaded dataset |
| Gage Personnel | NONE | $24,939 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $21,542 | $0 |
| Delaware Valley Health Care Coal. | NONE | $0 | $20,080 |
| Investment Performance Services LLC | NONE | $19,625 | not reported in the loaded dataset |
| Stratix Systems Inc. | NONE | $16,058 | not reported in the loaded dataset |
| Fabricant & Fabricant Inc | NONE | $0 | $11,397 |
| Jim'S Delivery Service | NONE | $9,897 | not reported in the loaded dataset |
| Privata Global, LLC | NONE | $9,515 | not reported in the loaded dataset |
| Teladoc Health Medical Group, Pa | NONE | $7,693 | not reported in the loaded dataset |
| William Shappell | TRUSTEE | $7,077 | not reported in the loaded dataset |
| Edwards Business Systems | NONE | $6,775 | not reported in the loaded dataset |
| Jim Geise | TRUSTEE | $5,738 | not reported in the loaded dataset |
| Bryan Swaim | TRUSTEE | $5,672 | not reported in the loaded dataset |