2023 Form 5500 filing — Teamsters Local 408 Welfare Plan
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 20241015140507NAL0048301408002) for Teamsters Local 408 Welfare Plan, reported by Trustees Of Teamsters Local 408 Pension & Welfare Funds under EIN 22-6172437 and plan number 501. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140507NAL0048301408002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local 408 Pension & Welfare Funds
- EIN
- 22-6172437
- Plan number
- 501
- Location
- Union, NJ
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,030,889
- Total liabilities (EOY)
- $1,084,006
- Net assets (EOY)
- $11,946,883
- Employer contributions
- $3,207,462
- Participant contributions
- $11,537
- Total income / additions
- $4,856,248
- Benefits paid
- $3,683,986
- Administrative expenses
- $597,164
- Total expenses
- $4,281,150
- Net increase / (decrease)
- $575,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $88,038 | $0 |
| Janney Montgomery Scott LLC | NONE | $59,339 | not reported in the loaded dataset |
| Horizon Blue Cross & Blue Shield | NONE | $50,355 | not reported in the loaded dataset |
| Rosalind Tomeio | EMPLOYEE | $45,229 | not reported in the loaded dataset |
| Mspc | ACCT FOR LOCAL 560 | $41,062 | not reported in the loaded dataset |
| General Prescription Programs, Inc | NONE | $33,500 | not reported in the loaded dataset |
| Susanne Leber | EMPLOYEE | $27,548 | not reported in the loaded dataset |
| Fabian & Byrn LLC | NONE | $20,742 | not reported in the loaded dataset |
| Oppenheimer & Co., Inc. | NONE | $16,131 | not reported in the loaded dataset |
| Zazzali, Fagella, Nowak, Kleinbaum | NONE | $12,150 | not reported in the loaded dataset |
| Jbm Computer Consultants, Inc. | NONE | $11,591 | not reported in the loaded dataset |
| Delta Dental | NONE | $8,928 | not reported in the loaded dataset |
| Pca Technologies Group | NONE | $8,710 | not reported in the loaded dataset |