2023 Form 5500 filing — Local 705 Intl Brotherhood Of Teamsters 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 20241008090730NAL0009495107004) for Local 705 Intl Brotherhood Of Teamsters Health And Welfare Fund, reported by Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr under EIN 36-2688697 and plan number 502. It reports 2,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008090730NAL0009495107004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr
- EIN
- 36-2688697
- Plan number
- 502
- Location
- Chicago, IL
- Participants
- 2,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,968,722
- Total liabilities (EOY)
- $9,933,482
- Net assets (EOY)
- $97,035,240
- Employer contributions
- $39,488,945
- Participant contributions
- $648,336
- Total income / additions
- $46,372,749
- Benefits paid
- $37,161,949
- Administrative expenses
- $2,180,033
- Total expenses
- $39,341,982
- Net increase / (decrease)
- $7,030,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Care Service Corporation | NONE | $1,092,646 | $0 |
| The Segal Company, Inc. | NONE | $161,535 | not reported in the loaded dataset |
| S. Curatola | EMPLOYEE | $157,919 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $128,670 | not reported in the loaded dataset |
| S. Hembree | EMPLOYEE | $114,166 | not reported in the loaded dataset |
| K. Gonzalez | EMPLOYEE | $111,773 | not reported in the loaded dataset |
| K. Daniels | EMPLOYEE | $94,466 | not reported in the loaded dataset |
| Graff, Ballauer & Blanski, P.C. | NONE | $89,385 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $84,678 | not reported in the loaded dataset |
| S. Hembree | EMPLOYEE | $83,350 | not reported in the loaded dataset |
| J. Witt | PLAN ADMINISTRATOR | $76,652 | not reported in the loaded dataset |
| J. Silva | EMPLOYEE | $70,258 | not reported in the loaded dataset |
| A. Wojciechowski | EMPLOYEE | $66,494 | not reported in the loaded dataset |
| Zelis Payments Holdings, LLC | NONE | $64,185 | $237 |
| A. Mcclure | EMPLOYEE | $60,557 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $58,920 | not reported in the loaded dataset |
| C. Boggs | EMPLOYEE | $56,247 | not reported in the loaded dataset |
| L. Palmsone | EMPLOYEE | $55,433 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $45,268 | not reported in the loaded dataset |
| S. Roman | EMPLOYEE | $43,467 | not reported in the loaded dataset |
| National Cooperative Rx | NONE | $0 | $42,533 |
| Compsych Corporation | NONE | $41,789 | not reported in the loaded dataset |
| Global Trust Company | NONE | $35,954 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $35,000 | not reported in the loaded dataset |
| P. Roule | EMPLOYEE | $24,398 | not reported in the loaded dataset |
| Dental Network Of America | NONE | $21,181 | not reported in the loaded dataset |
| B. Mullane | EMPLOYEE | $13,168 | not reported in the loaded dataset |
| Schiele Graphics, Inc. | NONE | $11,432 | not reported in the loaded dataset |
| Mesirow Insurance Service, Inc. | NONE | $0 | $10,149 |
| Fair Health Inc | NONE | $8,708 | not reported in the loaded dataset |