2023 Form 5500 filing — Westchester Teamsters Health & 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 20241015073232NAL0015942019001) for Westchester Teamsters Health & Welfare Fund, reported by Board Of Trustees Local 456 Health & Welfare Fund under EIN 13-6123972 and plan number 501. It reports 1,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073232NAL0015942019001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 456 Health & Welfare Fund
- EIN
- 13-6123972
- Plan number
- 501
- Location
- Elmsford, NY
- Participants
- 1,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,000,372
- Total liabilities (EOY)
- $1,275,629
- Net assets (EOY)
- $10,724,743
- Employer contributions
- $20,903,301
- Participant contributions
- $140,063
- Total income / additions
- $22,193,557
- Benefits paid
- $23,587,409
- Administrative expenses
- $1,501,959
- Total expenses
- $25,089,368
- Net increase / (decrease)
- -$2,895,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna, Inc. | PHARMACY BENEFIT MANAGER | $2,524,010 | not reported in the loaded dataset |
| Empire Healthchoice Assurance, Inc. | CLAIMS ADMINISTRATOR | $754,220 | not reported in the loaded dataset |
| Blitman & King Llp | LEGAL | $159,247 | not reported in the loaded dataset |
| Park Avenue Medical | MEDICAL CONSULTANT | $137,547 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | ACTUARY | $83,800 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $58,230 | not reported in the loaded dataset |
| Prudentrx LLC | PHARMACY BENEFIT MANAGER | $49,635 | not reported in the loaded dataset |
| Brenda Galea-Ritch | PLAN ADMINISTRATOR | $48,407 | not reported in the loaded dataset |
| Merrill Lynch | INV. CUSTODIAN/MANAGER | $36,311 | not reported in the loaded dataset |
| Lower Hudson Valley E.A.P. | MEDICAL CONSULTANT | $28,665 | not reported in the loaded dataset |
| Armando Herrera | EMPLOYEE | $27,357 | not reported in the loaded dataset |
| Tpa Corporation | COMPUTER CONSULTANT | $22,613 | not reported in the loaded dataset |
| Theodor H. Brown Dds | DENTAL CONSULTANT | $20,060 | not reported in the loaded dataset |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $13,089 | not reported in the loaded dataset |
| Hess Technology Consulting, Inc. | COMPUTER CONSULTANT | $6,321 | not reported in the loaded dataset |