2023 Form 5500 filing — Cleveland Bakers And Teamsters 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 20241014222049NAL0028381953001) for Cleveland Bakers And Teamsters Health And Welfare Fund, reported by Joint Bot Cleveland Bakers And Teamsters H & W Fund under EIN 34-0753693 and plan number 501. It reports 7,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014222049NAL0028381953001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Bot Cleveland Bakers And Teamsters H & W Fund
- EIN
- 34-0753693
- Plan number
- 501
- Location
- Valley View, OH
- Participants
- 7,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,477,545
- Total liabilities (EOY)
- $6,337,881
- Net assets (EOY)
- $105,139,664
- Employer contributions
- $71,822,420
- Participant contributions
- $6,801,948
- Total income / additions
- $88,584,299
- Benefits paid
- $65,902,815
- Administrative expenses
- $5,502,416
- Total expenses
- $71,405,231
- Net increase / (decrease)
- $17,179,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Broadreach Medical Resources | NONE | $7,635,829 | not reported in the loaded dataset |
| Cigna | NONE | $1,960,350 | $0 |
| Payer Matrix | NONE | $1,429,630 | not reported in the loaded dataset |
| Everside Health | NONE | $1,209,904 | not reported in the loaded dataset |
| Hmc Healthworks Inc. | NONE | $460,779 | not reported in the loaded dataset |
| Hello Heart | NONE | $345,744 | not reported in the loaded dataset |
| The James B. Oswald Company | NONE | $281,377 | not reported in the loaded dataset |
| Livongo | NONE | $173,116 | not reported in the loaded dataset |
| Delta Dental Plan Of Ohio | NONE | $154,710 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips | NONE | $135,057 | not reported in the loaded dataset |
| Abby Pecoraro | EMPLOYEE | $121,148 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $117,896 | not reported in the loaded dataset |
| Qwestcom | NONE | $108,942 | not reported in the loaded dataset |
| Andrea Smith | EMPLOYEE | $101,900 | not reported in the loaded dataset |
| Michael Kreis | EMPLOYEE | $94,476 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $93,774 | not reported in the loaded dataset |
| Lamar Floyd | EMPLOYEE | $90,083 | not reported in the loaded dataset |
| Teledoc | NONE | $85,321 | not reported in the loaded dataset |
| Jeralynn Schnell | EMPLOYEE | $80,673 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | NONE | $71,980 | not reported in the loaded dataset |
| Linda Johns | EMPLOYEE | $66,966 | not reported in the loaded dataset |
| Keitha Nunn | EMPLOYEE | $48,526 | not reported in the loaded dataset |
| Angela Kanzig | EMPLOYEE | $47,886 | not reported in the loaded dataset |
| Sheri Sarich | EMPLOYEE | $46,732 | not reported in the loaded dataset |
| Briand Morris | EMPLOYEE | $46,310 | not reported in the loaded dataset |
| Morelandconnect | NONE | $43,846 | not reported in the loaded dataset |
| Todd Associates | NONE | $43,462 | not reported in the loaded dataset |
| Gina Morgan-Bashinsky | EMPLOYEE | $40,195 | not reported in the loaded dataset |
| Janine Veve | EMPLOYEE | $33,881 | not reported in the loaded dataset |
| Vsp | NONE | $29,807 | not reported in the loaded dataset |
| Bny Mellon Asset Servicing | NONE | $26,346 | not reported in the loaded dataset |
| Blackrock Institutional Trust | NONE | $20,515 | not reported in the loaded dataset |
| Western Asset | NONE | $14,300 | not reported in the loaded dataset |
| Wainblat Law LLC | NONE | $14,000 | not reported in the loaded dataset |
| Acuity | NONE | $10,417 | not reported in the loaded dataset |
| Cincinnati Insurance | NONE | $7,557 | not reported in the loaded dataset |