2023 Form 5500 filing — Utah-Idaho Teamsters Security 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 20250214172503NAL0041600016001) for Utah-Idaho Teamsters Security Fund, reported by Board Of Trustees, Utah-Idaho Teamsters Security Fund under EIN 87-6122720 and plan number 501. It reports 3,014 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214172503NAL0041600016001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Utah-Idaho Teamsters Security Fund
- EIN
- 87-6122720
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 3,014
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,408,211
- Total liabilities (EOY)
- $715,826
- Net assets (EOY)
- $72,692,385
- Employer contributions
- $60,887,312
- Participant contributions
- $52,333
- Total income / additions
- $64,312,854
- Benefits paid
- $57,318,562
- Administrative expenses
- $2,949,421
- Total expenses
- $60,267,983
- Net increase / (decrease)
- $4,044,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $1,034,579 | $0 |
| Southwest Service Administrators | NONE | $1,026,618 | $0 |
| The Segal Company | NONE | $131,407 | $0 |
| Optumrx | NONE | $102,696 | $0 |
| Miller Kaplan Arase Llp | NONE | $101,378 | $0 |
| Us Bank | NONE | $89,335 | $0 |
| Alan D Biller Associates, Inc. | NONE | $61,545 | $0 |
| Vision Service Care | NONE | $46,965 | $0 |
| Morgan Stanley | NONE | $41,747 | $0 |
| Ryan Rapp Pacheco & Kelley, Plc | NONE | $32,043 | $0 |
| Kelley Law Group | NONE | $22,115 | $0 |
| Segal Benz | NONE | $13,592 | $0 |
| Medical Review Institute Of America | NONE | $8,619 | $0 |
| Principal Custody Solutions | NONE | $8,173 | $0 |