2023 Form 5500 filing — United Teamster 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 20250125160317NAL0006227347001) for United Teamster Fund, reported by Board Of Trustees United Teamster Fund under EIN 13-5549593 and plan number 501. It reports 2,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250125160317NAL0006227347001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees United Teamster Fund
- EIN
- 13-5549593
- Plan number
- 501
- Location
- Brooklyn, NY
- Participants
- 2,413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,005,474
- Total liabilities (EOY)
- $8,824,540
- Net assets (EOY)
- $8,180,934
- Employer contributions
- $46,323,101
- Participant contributions
- $100,787
- Total income / additions
- $48,905,770
- Benefits paid
- $45,781,586
- Administrative expenses
- $3,867,089
- Total expenses
- $49,648,675
- Net increase / (decrease)
- -$742,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | NONE | $846,026 | not reported in the loaded dataset |
| Dj O'Grady Consultants Limited | NONE | $265,790 | not reported in the loaded dataset |
| Barry Reich | EMPLOYEE | $207,467 | not reported in the loaded dataset |
| Michael Haft | EMPLOYEE | $161,826 | not reported in the loaded dataset |
| Bibi Amena Ahmad | EMPLOYEE | $152,393 | not reported in the loaded dataset |
| Belkis Henriquez | EMPLOYEE | $141,742 | not reported in the loaded dataset |
| D. Lafond Consulting | NONE | $136,388 | not reported in the loaded dataset |
| Agnes D. Patrick | EMPLOYEE | $133,813 | not reported in the loaded dataset |
| Dhanrajee Khan | EMPLOYEE | $130,656 | not reported in the loaded dataset |
| Albert Fernandez | EMPLOYEE | $122,931 | not reported in the loaded dataset |
| Nilsa Santiago-Wilfor | EMPLOYEE | $120,341 | not reported in the loaded dataset |
| Cary Kane, Pllc | LEGAL COUNSEL | $118,250 | not reported in the loaded dataset |
| Sandra Antonucci | EMPLOYEE | $116,100 | not reported in the loaded dataset |
| Hilton Hope | EMPLOYEE | $114,586 | not reported in the loaded dataset |
| Maria Henriquez | EMPLOYEE | $110,860 | not reported in the loaded dataset |
| Frances Saez | EMPLOYEE | $110,377 | not reported in the loaded dataset |
| Micdalia Hartkopf | EMPLOYEE | $99,750 | not reported in the loaded dataset |
| Denise Ana Habib | EMPLOYEE | $99,220 | not reported in the loaded dataset |
| Elizabeth Martinez | EMPLOYEE | $98,309 | not reported in the loaded dataset |
| Raquel L. Zas | EMPLOYEE | $93,047 | not reported in the loaded dataset |
| Andrea Oconnor | EMPLOYEE | $92,751 | not reported in the loaded dataset |
| Maryann Currie | EMPLOYEE | $91,029 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $87,671 | not reported in the loaded dataset |
| Healthplex, Inc. | NONE | $68,924 | not reported in the loaded dataset |
| O'Sullivan And Associates | NONE | $58,700 | not reported in the loaded dataset |
| Miller & Melloment, Cpas | NONE | $50,350 | not reported in the loaded dataset |
| Madon Malin, Pc | NONE | $49,363 | not reported in the loaded dataset |
| Charlie Esposito | NONE | $47,275 | not reported in the loaded dataset |
| Pure Logic | NONE | $45,289 | not reported in the loaded dataset |
| Dealy, Silberstein & Braverman Llp | NONE | $43,468 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $39,450 | not reported in the loaded dataset |
| United Healthcare Insurance Co. | NONE | $26,969 | not reported in the loaded dataset |
| Optumrx, Inc | NONE | $0 | $24,554 |
| Alliant Insurance Service, Inc. | NONE | $0 | $11,732 |
| Automatic Data Processing, Inc | NONE | $10,034 | not reported in the loaded dataset |