2023 Form 5500 filing — Teamsters Local Union No. 115 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 20241010184655NAL0036750160001) for Teamsters Local Union No. 115 Health And Welfare Fund, reported by Teamsters Local Union No.115 Health And Welfare Fund under EIN 23-1716164 and plan number 501. It reports 1,229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010184655NAL0036750160001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local Union No.115 Health And Welfare Fund
- EIN
- 23-1716164
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 1,229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,851,319
- Total liabilities (EOY)
- $1,177,709
- Net assets (EOY)
- $49,673,610
- Employer contributions
- $13,757,276
- Participant contributions
- $16,973
- Total income / additions
- $18,642,535
- Benefits paid
- $10,604,517
- Administrative expenses
- $1,423,401
- Total expenses
- $12,027,918
- Net increase / (decrease)
- $6,614,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $381,460 | $0 |
| Carol King | EMPLOYEE | $116,495 | not reported in the loaded dataset |
| Leonard Rieco | EMPLOYEE | $113,439 | not reported in the loaded dataset |
| Leo Reilly , Sr | EMPLOYEE | $107,296 | not reported in the loaded dataset |
| Nicholas Zanczuk | EMPLOYEE | $78,260 | not reported in the loaded dataset |
| Benjamin Marcinkiewicz | EMPLOYEE | $72,779 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $68,977 | not reported in the loaded dataset |
| Zenith Administrators | NONE | $49,758 | not reported in the loaded dataset |
| Bruce S Morrison , Do | NONE | $30,000 | not reported in the loaded dataset |
| Flexcare LLC | NONE | $28,917 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $28,875 | not reported in the loaded dataset |
| John Sullivan | EMPLOYEE | $25,104 | not reported in the loaded dataset |
| Dr. Gaetano Storace Iii | NONE | $23,101 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $22,143 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $14,475 | not reported in the loaded dataset |
| Citizens Bank | NONE | $10,058 | $0 |
| The Mckeogh Company | NONE | $10,000 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $8,045 | not reported in the loaded dataset |