2023 Form 5500 filing — Teamsters Local Union No. 671 Health Services And Insurance Plan
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 20250321152430NAL0008223809001) for Teamsters Local Union No. 671 Health Services And Insurance Plan, reported by Brd Of Trustees-Teamsters Local 671 Health Services under EIN 06-0691728 and plan number 501. It reports 1,996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321152430NAL0008223809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Trustees-Teamsters Local 671 Health Services
- EIN
- 06-0691728
- Plan number
- 501
- Location
- Bloomfield, CT
- Participants
- 1,996
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,117,523
- Total liabilities (EOY)
- $4,254,101
- Net assets (EOY)
- $75,863,422
- Employer contributions
- $32,169,356
- Participant contributions
- $128,110
- Total income / additions
- $38,321,283
- Benefits paid
- $30,118,660
- Administrative expenses
- $2,058,567
- Total expenses
- $32,177,227
- Net increase / (decrease)
- $6,144,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health | NONE | $503,617 | not reported in the loaded dataset |
| Labor First LLC | not reported in the loaded dataset | $338,457 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $199,668 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $149,275 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $135,735 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $128,122 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $114,849 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $82,005 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $80,178 | $0 |
| Guardian | NONE | $62,168 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $53,647 | not reported in the loaded dataset |
| O'Sullivan Associates Inc | NONE | $53,500 | not reported in the loaded dataset |
| Med-Care Management, Inc. | NONE | $49,477 | not reported in the loaded dataset |
| Massucci & Associates LLC | NONE | $49,075 | not reported in the loaded dataset |
| Optum | NONE | $42,222 | not reported in the loaded dataset |
| Robert M Cheverie & Associates | NONE | $39,600 | not reported in the loaded dataset |
| Cooke & Bieler, Inc. | NONE | $36,926 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $36,068 | not reported in the loaded dataset |
| Allegiant Rx | NONE | $0 | $23,486 |
| Atalanta Sosnoff Capital, LLC | NONE | $16,517 | not reported in the loaded dataset |
| Boyd Watterson Asset Managment | NONE | $5,784 | not reported in the loaded dataset |