2023 Form 5500 filing — Teamsters Local 639 - Employers Health Trust 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 20241014114950NAL0013230483003) for Teamsters Local 639 - Employers Health Trust Fund, reported by Joint Board Of Trustees Of Local 639 Employers Health Trust Fund under EIN 53-0209136 and plan number 501. It reports 6,898 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114950NAL0013230483003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Local 639 Employers Health Trust Fund
- EIN
- 53-0209136
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 6,898
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $325,214,665
- Total liabilities (EOY)
- $3,922,587
- Net assets (EOY)
- $321,292,078
- Employer contributions
- $52,195,242
- Participant contributions
- $289,928
- Total income / additions
- $69,486,574
- Benefits paid
- $32,180,576
- Administrative expenses
- $3,886,249
- Total expenses
- $36,066,825
- Net increase / (decrease)
- $33,419,749
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dental Health Centers & Associates | NONE | $2,305,344 | not reported in the loaded dataset |
| Cigna Healthcare | NONE | $1,150,065 | $0 |
| Benesys | ADMINISTRATOR | $989,436 | not reported in the loaded dataset |
| Morgan Lewis Et Al | NONE | $330,454 | not reported in the loaded dataset |
| Mooney Green Saindon Murphy & Welch | NONE | $279,002 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $245,683 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $209,661 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $122,764 | not reported in the loaded dataset |
| Segal Bryant Hamill | NONE | $94,797 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $72,702 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $41,495 | not reported in the loaded dataset |
| Northern Trust | NONE | $30,000 | not reported in the loaded dataset |
| Janus Dba Business Health Services | NONE | $17,695 | not reported in the loaded dataset |
| Michael Bull | TRUSTEE | $12,000 | not reported in the loaded dataset |
| Eric Weiss | TRUSTEE | $12,000 | not reported in the loaded dataset |
| Philip Giles | TRUSTEE | $12,000 | not reported in the loaded dataset |
| Raymond Howard | TRUSTEE | $12,000 | not reported in the loaded dataset |
| Frank Stegman | TRUSTEE | $12,000 | not reported in the loaded dataset |
| Thomas Ratliff | TRUSTEE | $12,000 | not reported in the loaded dataset |
| Cheiron | NONE | $7,236 | not reported in the loaded dataset |
| John Gibson | TRUSTEE | $7,000 | not reported in the loaded dataset |