2023 Form 5500 filing — Midwest Teamsters Retiree Only Health Reimbursement Arrangement Plan

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 20241003100006NAL0009711441002) for Midwest Teamsters Retiree Only Health Reimbursement Arrangement Plan, reported by Trustees Midwest Teamsters Retiree Only Health Reimbursement Arrangeme under EIN 20-2288018 and plan number 502. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$24KReported net assets$23,964
Participants40
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003100006NAL0009711441002
Plan sponsor
Trustees Midwest Teamsters Retiree Only Health Reimbursement Arrangeme
EIN
20-2288018
Plan number
502
Location
Mendota Heights, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.9K total assets
Net assets$24KLiabilities$2.9K
Money in vs. money out
Total income / additionsNot reported
Total expenses$15K
Benefits paid / distributions$12.1K
Full reported line items
Total assets (EOY)
$26,864
Total liabilities (EOY)
$2,900
Net assets (EOY)
$23,964
Benefits paid
$12,104
Administrative expenses
$2,900
Total expenses
$15,004
Net increase / (decrease)
-$15,004

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003100006NAL0009711441002 cover?
It is the 2023 Form 5500 filing for Midwest Teamsters Retiree Only Health Reimbursement Arrangement Plan, reported by Trustees Midwest Teamsters Retiree Only Health Reimbursement Arrangeme (EIN 20-2288018).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages