2023 Form 5500 filing — Teamsters Local Union No. 422 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 20241015134509NAL0016520467009) for Teamsters Local Union No. 422 Welfare Fund, reported by Local 422 Health & Welfare Fund under EIN 34-1918989 and plan number 501. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134509NAL0016520467009
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 422 Health & Welfare Fund
- EIN
- 34-1918989
- Plan number
- 501
- Location
- Cleveland, OH
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,152,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,152,116
- Employer contributions
- $519,379
- Participant contributions
- $61,477
- Total income / additions
- $619,293
- Benefits paid
- $529,871
- Administrative expenses
- $54,223
- Total expenses
- $584,094
- Net increase / (decrease)
- $35,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 400 Food Terminal Welfare Fnd | not reported in the loaded dataset | $25,729 | not reported in the loaded dataset |
| Neitzel, Luke & Salopek Inc. | N/A | $12,480 | not reported in the loaded dataset |
| Wainblat Law LLC | N/A | $5,265 | not reported in the loaded dataset |
| Robertson Agency | N/A | $1,837 | not reported in the loaded dataset |