2023 Form 5500 filing — Teamsters #261 And Employers 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 20241014150256NAL0046494240003) for Teamsters #261 And Employers Welfare Fund, reported by Teamsters 261 And Employers under EIN 25-1002501 and plan number 501. It reports 2,342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150256NAL0046494240003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters 261 And Employers
- EIN
- 25-1002501
- Plan number
- 501
- Location
- New Castle, PA
- Participants
- 2,342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,165,078
- Total liabilities (EOY)
- $4,456,681
- Net assets (EOY)
- $14,708,397
- Employer contributions
- $35,930,450
- Participant contributions
- $188,761
- Total income / additions
- $41,187,942
- Benefits paid
- $39,838,769
- Administrative expenses
- $3,111,227
- Total expenses
- $42,949,996
- Net increase / (decrease)
- -$1,762,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark | NONE | $2,548,077 | not reported in the loaded dataset |
| Xpyria Investment Advisors | NONE | $86,834 | not reported in the loaded dataset |
| Foour M Consulting | NONE | $81,420 | not reported in the loaded dataset |
| Colleen D. Simmons | EMPLOYEE | $76,875 | not reported in the loaded dataset |
| Bridgeway Benefits Technology | NONE | $53,398 | not reported in the loaded dataset |
| Amy Haney | EMPLOYEE | $37,604 | not reported in the loaded dataset |
| Jubelirer, Pass & Interieri | NONE | $22,400 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $14,200 | not reported in the loaded dataset |
| Albanese Sinchar Smith & Co. | NONE | $12,000 | not reported in the loaded dataset |
| Phoenix Benefits Group, Inc. | NONE | $6,675 | not reported in the loaded dataset |
| Nellcom Technologies | NONE | $6,513 | not reported in the loaded dataset |