2023 Form 5500 filing — Teamsters Managed Health Care 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 20241015183335NAL0059187810001) for Teamsters Managed Health Care Trust Fund, reported by Board Of Trustees Of Teamsters Managed Health Care Trust Fund under EIN 94-3138272 and plan number 501. It reports 6,476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183335NAL0059187810001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Managed Health Care Trust Fund
- EIN
- 94-3138272
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 6,476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,061,895
- Total liabilities (EOY)
- $337,482
- Net assets (EOY)
- $37,724,413
- Employer contributions
- $92,850,849
- Participant contributions
- $1,073,550
- Total income / additions
- $96,497,468
- Benefits paid
- $89,527,429
- Administrative expenses
- $2,542,103
- Total expenses
- $92,069,532
- Net increase / (decrease)
- $4,427,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dmc Insurance Administrators | NONE | $1,680,939 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $249,270 | not reported in the loaded dataset |
| Simple Therapy, Inc. | NONE | $128,207 | not reported in the loaded dataset |
| Teamsters Assistance Program | NONE | $107,496 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $86,059 | not reported in the loaded dataset |
| Northwest Plan Services | NONE | $80,955 | not reported in the loaded dataset |
| Prestige Printing | NONE | $62,651 | not reported in the loaded dataset |
| Lincoln Investment | NONE | $49,524 | not reported in the loaded dataset |
| Commonwealth Equity Services, LLC | NONE | $9,354 | not reported in the loaded dataset |