2023 Form 5500 filing — Local 682 Health And Welfare 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 20241015125823NAL0029705457003) for Local 682 Health And Welfare Trust Fund, reported by Board Of Trustees Teamsters Local 682 Health And Welfare Fund under EIN 43-6033487 and plan number 501. It reports 798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125823NAL0029705457003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Local 682 Health And Welfare Fund
- EIN
- 43-6033487
- Plan number
- 501
- Location
- Maryland Heights, MO
- Participants
- 798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,297,714
- Total liabilities (EOY)
- $1,702,580
- Net assets (EOY)
- $13,595,134
- Employer contributions
- $11,572,217
- Participant contributions
- $267,017
- Total income / additions
- $13,256,225
- Benefits paid
- $12,649,202
- Administrative expenses
- $1,154,256
- Total expenses
- $13,803,458
- Net increase / (decrease)
- -$547,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | NONE | $543,684 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $200,111 | not reported in the loaded dataset |
| Anders Minkler Huber | NONE | $76,925 | not reported in the loaded dataset |
| Burr Oak Consulting | NONE | $71,112 | not reported in the loaded dataset |
| Assuredpartners Of Missouri | NONE | $38,103 | not reported in the loaded dataset |
| Spector, Wolfe, Mclaughlin & O'Mara | NONE | $31,020 | not reported in the loaded dataset |
| Impaxrx | NONE | $28,241 | not reported in the loaded dataset |
| Cardinal Investment Advisors | NONE | $25,000 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | NONE | $15,095 | not reported in the loaded dataset |
| Robert Kintz | TRUSTEE | $9,000 | not reported in the loaded dataset |
| Fred Kern | TRUSTEE | $9,000 | not reported in the loaded dataset |
| Jay Schultehenrich | TRUSTEE | $9,000 | not reported in the loaded dataset |
| Ed Kimbrell | TRUSTEE | $9,000 | not reported in the loaded dataset |