2023 Form 5500 filing — Teamsters Joint Council No. 83 Of Virginia Health
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 20241011212030NAL0038330032002) for Teamsters Joint Council No. 83 Of Virginia Health, reported by Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund under EIN 54-0556299 and plan number 501. It reports 4,885 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011212030NAL0038330032002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund
- EIN
- 54-0556299
- Plan number
- 501
- Location
- Richmond, VA
- Participants
- 4,885
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,466,995
- Total liabilities (EOY)
- $22,205,744
- Net assets (EOY)
- $136,261,251
- Employer contributions
- $87,196,817
- Participant contributions
- $1,582,972
- Total income / additions
- $107,402,744
- Benefits paid
- $78,924,759
- Administrative expenses
- $4,408,579
- Total expenses
- $83,333,338
- Net increase / (decrease)
- $24,069,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Actuarial Services LLC | ACTUARY | $406,454 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | ATTORNEY | $341,894 | not reported in the loaded dataset |
| Eplan Inc | CLAIMS NEGOTIATOR | $315,909 | not reported in the loaded dataset |
| Bridgeway | SOFTWARE PROGRAMMER | $291,174 | not reported in the loaded dataset |
| Segal Select Insurance Services | INSURANCE BROKER | $157,295 | $0 |
| Josh Todd | EMPLOYEE | $139,402 | not reported in the loaded dataset |
| Anthem Health Plans Of Va, Inc | DISEASE MANAGEMENT | $116,333 | not reported in the loaded dataset |
| Seltek Inc | COMPUTER NETWORK | $104,710 | not reported in the loaded dataset |
| Loomis Sayles Trust Company LLC | INVESTMENT MANAGER | $94,281 | not reported in the loaded dataset |
| Steptoe & Johnson Llp | ATTORNEY | $91,410 | not reported in the loaded dataset |
| Tony Shell Jr. | EMPLOYEE | $85,275 | not reported in the loaded dataset |
| Segal Consulting | CONSULTANT | $75,414 | $0 |
| Calibre Cpa Group Pllc | AUDITOR | $63,508 | not reported in the loaded dataset |
| Lauren Kane | EMPLOYEE | $49,945 | not reported in the loaded dataset |
| Kim Foxwell | EMPLOYEE | $47,660 | not reported in the loaded dataset |
| Jessica Reed | EMPLOYEE | $47,337 | not reported in the loaded dataset |
| Tabitha Hinson | EMPLOYEE | $46,109 | not reported in the loaded dataset |
| Ashley Martin | EMPLOYEE | $46,070 | not reported in the loaded dataset |
| Wendy Spagnolo | EMPLOYEE | $45,704 | not reported in the loaded dataset |
| Laclaire Sanders | EMPLOYEE | $45,490 | not reported in the loaded dataset |
| Danielle Moore | EMPLOYEE | $44,840 | not reported in the loaded dataset |
| Catherine Wright | EMPLOYEE | $44,462 | not reported in the loaded dataset |
| Velma Hughes | EMPLOYEE | $44,143 | not reported in the loaded dataset |
| Rachelle Kenney | EMPLOYEE | $43,201 | not reported in the loaded dataset |
| Tammy Poore | EMPLOYEE | $42,900 | not reported in the loaded dataset |
| Bianca Valerio | EMPLOYEE | $42,404 | not reported in the loaded dataset |
| Vickie Stone | EMPLOYEE | $42,314 | not reported in the loaded dataset |
| Evie Rose | EMPLOYEE | $40,150 | not reported in the loaded dataset |
| Christopher Wendelgest | EMPLOYEE | $35,435 | not reported in the loaded dataset |
| Porscha Cotman | EMPLOYEE | $32,560 | not reported in the loaded dataset |
| Mike Davis | EMPLOYEE | $29,158 | $0 |
| Segal Marco Advisors | INVESTMENTS ADVISOR | $27,801 | not reported in the loaded dataset |
| Mellon Investments Corporation | INVESTMENT MANAGER | $27,251 | not reported in the loaded dataset |
| The Bank Of New York Mellon | CUSTODIAN | $24,772 | not reported in the loaded dataset |
| Kathryn Adams | EMPLOYEE | $23,638 | not reported in the loaded dataset |
| Sarah Moore | EMPLOYEE | $16,402 | not reported in the loaded dataset |
| Lynda Sykes | EMPLOYEE | $6,246 | not reported in the loaded dataset |