2023 Form 5500 filing — Teamsters Local 491 Health And Welfare 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 20250314095808NAL0044092258001) for Teamsters Local 491 Health And Welfare Fund, reported by Board Of Trustees Teamsters Local 491 Health & Welfare Fund under EIN 25-1011380 and plan number 501. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314095808NAL0044092258001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Local 491 Health & Welfare Fund
- EIN
- 25-1011380
- Plan number
- 501
- Location
- Uniontown, PA
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,508,028
- Total liabilities (EOY)
- $415,210
- Net assets (EOY)
- $36,092,818
- Employer contributions
- $7,509,132
- Participant contributions
- $3,272
- Total income / additions
- $11,533,161
- Benefits paid
- $6,898,513
- Administrative expenses
- $473,464
- Total expenses
- $7,371,977
- Net increase / (decrease)
- $4,161,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark | NONE | $220,003 | $0 |
| Francine George | NONE | $59,150 | not reported in the loaded dataset |
| Gina Dragone | DAUGHTER OF TRUSTEE | $58,868 | not reported in the loaded dataset |
| Buck Consultants | NONE | $47,144 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $33,285 | not reported in the loaded dataset |
| Sarah Parker | NONE | $19,947 | not reported in the loaded dataset |
| Anna Gray | NONE | $16,737 | not reported in the loaded dataset |
| Investment Consulting Services | NONE | $16,500 | not reported in the loaded dataset |
| Andy Abraham | NONE | $16,236 | not reported in the loaded dataset |
| Pnc Bank | NONE | $15,974 | $0 |
| Meyer, Unkovic & Scott | NONE | $12,968 | not reported in the loaded dataset |
| United Concordia Companies, Inc. | NONE | $11,662 | not reported in the loaded dataset |
| Walter Costello | TRUSTEE | $6,109 | not reported in the loaded dataset |
| Vito Dragone, Jr. | TRUSTEE | $5,851 | not reported in the loaded dataset |