2023 Form 5500 filing — Teamsters Local Unions 401 And 773 Health 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 20241008161622NAL0008564163004) for Teamsters Local Unions 401 And 773 Health Plan, reported by Teamsters Local Unions 401 And 773 Health Plan under EIN 23-2024270 and plan number 501. It reports 888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161622NAL0008564163004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local Unions 401 And 773 Health Plan
- EIN
- 23-2024270
- Plan number
- 501
- Location
- Wilkes-Barre, PA
- Participants
- 888
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,501,194
- Total liabilities (EOY)
- $167,638
- Net assets (EOY)
- $22,333,556
- Employer contributions
- $24,177,516
- Participant contributions
- $543,957
- Total income / additions
- $26,815,250
- Benefits paid
- $21,632,325
- Administrative expenses
- $374,674
- Total expenses
- $22,006,999
- Net increase / (decrease)
- $4,808,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dawn Hazeltine | EMPLOYEE | $116,839 | not reported in the loaded dataset |
| Pnc Institutional Investments | NONE | $71,839 | $0 |
| Foster & Foster Consulting Actuarie | NONE | $69,900 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | NONE | $33,979 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $31,840 | not reported in the loaded dataset |
| Bridgeway Benefit Technology | NONE | $13,000 | not reported in the loaded dataset |
| Kosmerl & Company | NONE | $9,353 | not reported in the loaded dataset |
| Hourigan, Kluger, & Quinn | NONE | $5,185 | not reported in the loaded dataset |