2023 Form 5500 filing — Teamsters Health & Welfare Fund Of Philadelphia & Vicinity
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 20241009202142NAL0032303648001) for Teamsters Health & Welfare Fund Of Philadelphia & Vicinity, reported by Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vi under EIN 23-1392600 and plan number 501. It reports 9,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009202142NAL0032303648001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vi
- EIN
- 23-1392600
- Plan number
- 501
- Location
- Pennsauken, NJ
- Participants
- 9,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,197,816
- Total liabilities (EOY)
- $14,692,086
- Net assets (EOY)
- $148,505,730
- Employer contributions
- $114,624,008
- Participant contributions
- $607,484
- Total income / additions
- $128,279,347
- Benefits paid
- $111,471,779
- Administrative expenses
- $9,776,634
- Total expenses
- $121,248,413
- Net increase / (decrease)
- $7,030,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Administrative Service Professional | NONE | $3,797,000 | not reported in the loaded dataset |
| Horizon Healthcare Services, Inc | NONE | $2,274,379 | not reported in the loaded dataset |
| Capital Rx | NONE | $705,957 | not reported in the loaded dataset |
| Guardian Nurses Healthcare Advocate | NONE | $453,370 | not reported in the loaded dataset |
| Total Care Network Inc | NONE | $383,179 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $361,293 | not reported in the loaded dataset |
| Zelis Claims Integrity Inc | NONE | $300,725 | not reported in the loaded dataset |
| Call A Doctor Plus | NONE | $276,737 | not reported in the loaded dataset |
| Stevens & Lee | NONE | $187,680 | not reported in the loaded dataset |
| Foster & Foster, Inc | NONE | $141,353 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $138,428 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $82,740 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $65,000 | not reported in the loaded dataset |
| Lv Print Center LLC | NONE | $60,136 | not reported in the loaded dataset |
| Pharmacy Investigators & Consultant | NONE | $45,000 | not reported in the loaded dataset |
| Iron Mountain | NONE | $43,172 | not reported in the loaded dataset |
| National Vision Administrators, LLC | NONE | $35,884 | not reported in the loaded dataset |
| Color Genomics Inc | NONE | $26,990 | not reported in the loaded dataset |
| Kimpton Vero Beach | NONE | $17,878 | not reported in the loaded dataset |
| Teamsters Pension Trust Fund | NONE | $14,980 | not reported in the loaded dataset |
| Winslow Technology Group Inc | NONE | $14,845 | not reported in the loaded dataset |
| William Einhorn | PLAN TRUSTEE | $12,000 | not reported in the loaded dataset |
| J A Mariano Agency Inc | NONE | $0 | $7,660 |