2023 Form 5500 filing — Teamsters Health And Welfare Trust For San Diego
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 20250414205503NAL0002324081001) for Teamsters Health And Welfare Trust For San Diego, reported by Board Of Trustees, San Diego County Teamsters under EIN 95-6149459 and plan number 501. It reports 40 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414205503NAL0002324081001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Diego County Teamsters
- EIN
- 95-6149459
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 40
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $680,125
- Total liabilities (EOY)
- $414,849
- Net assets (EOY)
- $265,276
- Employer contributions
- $981,508
- Participant contributions
- $82,822
- Total income / additions
- $1,082,480
- Benefits paid
- $970,599
- Administrative expenses
- $138,557
- Total expenses
- $1,109,156
- Net increase / (decrease)
- -$26,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coast Benefits | NONE | $60,000 | not reported in the loaded dataset |
| Melissa W. Cook & Associates | NONE | $25,375 | not reported in the loaded dataset |
| Anthony F. Bubenas & Co., Inc. | NONE | $18,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $14,850 | not reported in the loaded dataset |
| Michael Surowitz Compliance Verifi. | NONE | $5,863 | not reported in the loaded dataset |