2023 Form 5500 filing — Employer-Teamsters Local Unions 175 & 505 Retiree Health 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 20241015204333NAL0015387027001) for Employer-Teamsters Local Unions 175 & 505 Retiree Health Fund, reported by Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health Fund under EIN 46-4163407 and plan number 501. It reports 734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015204333NAL0015387027001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health Fund
- EIN
- 46-4163407
- Plan number
- 501
- Location
- South Charleston, WV
- Participants
- 734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $274,123
- Net assets (EOY)
- -$274,123
- Employer contributions
- $1,243,900
- Participant contributions
- $2,197,974
- Total income / additions
- $3,362,474
- Benefits paid
- $2,984,124
- Administrative expenses
- $196,971
- Total expenses
- $3,181,095
- Net increase / (decrease)
- $181,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | NONE | $143,414 | not reported in the loaded dataset |
| Anthem Health Plans | NONE | $33,365 | not reported in the loaded dataset |
| Harris, Hardin & Company, A.C. | NONE | $8,385 | not reported in the loaded dataset |