2023 Form 5500 filing — Teamsters Local Union No. 856 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 20250415180859NAL0006445264003) for Teamsters Local Union No. 856 Health And Welfare Fund, reported by Teamsters Local Union No. 856 H. & W. Fund under EIN 94-6123582 and plan number 501. It reports 6,271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415180859NAL0006445264003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local Union No. 856 H. & W. Fund
- EIN
- 94-6123582
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 6,271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,013,663
- Total liabilities (EOY)
- $10,244,691
- Net assets (EOY)
- $73,768,972
- Employer contributions
- $130,935,273
- Participant contributions
- $1,543,412
- Total income / additions
- $137,228,688
- Benefits paid
- $123,431,581
- Administrative expenses
- $3,483,442
- Total expenses
- $126,915,023
- Net increase / (decrease)
- $10,313,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | UNAFFILIATED | $29,041,616 | not reported in the loaded dataset |
| Optumrx, Inc | UNAFFILIATED | $4,526,644 | not reported in the loaded dataset |
| Northwest Administrators, Inc. | UNAFFILIATED | $2,194,154 | not reported in the loaded dataset |
| Teamsters Assistant Program | UNAFFILIATED | $168,161 | not reported in the loaded dataset |
| Teamsters Local 856 | UNION ASSOC.W/PLAN | $128,826 | not reported in the loaded dataset |
| Rael & Letson | UNAFFILIATED | $114,253 | not reported in the loaded dataset |
| Reuben E Price & Co. (Payroll Exam) | UNAFFILIATED | $113,474 | not reported in the loaded dataset |
| Reuben E. Price & Co.(Audit/Compl.) | UNAFFILIATED | $76,412 | not reported in the loaded dataset |
| New England Pension Consultants | UNAFFILIATED | $75,000 | not reported in the loaded dataset |
| Ascendant Healthcare | UNAFFILIATED | $73,860 | not reported in the loaded dataset |
| Law Offices Of Carroll & Scully Inc | UNAFFILIATED | $69,202 | not reported in the loaded dataset |
| Abracadabra Printing | UNAFFILIATED | $44,542 | not reported in the loaded dataset |
| Iron Mountain Storage | UNAFFILIATED | $42,868 | not reported in the loaded dataset |
| Healthlinx, LLC | UNAFFILIATED | $42,000 | not reported in the loaded dataset |
| Marsh Usa | UNAFFILIATED | $35,010 | $6,439 |
| Pacific Asset Management | UNAFFILIATED | $39,332 | not reported in the loaded dataset |
| Wells Fargo | UNAFFILIATED | $29,978 | not reported in the loaded dataset |
| Ullico - Investment | UNAFFILIATED | $26,217 | not reported in the loaded dataset |
| Julie Wall (Ph) 650-580-7021 | TRUSTEE | $23,920 | not reported in the loaded dataset |
| Douglas Cornford (Ph) 415-515-1914 | TRUSTEE | $23,920 | not reported in the loaded dataset |
| Bruce Conhain (Ph) 707-864-8649 | TRUSTEE | $23,920 | not reported in the loaded dataset |
| Mike Lagomarsino (Ph)650-580-7051 | TRUSTEE | $23,920 | not reported in the loaded dataset |
| First Dental Health | UNAFFILIATED | $23,182 | not reported in the loaded dataset |
| Service Printing | UNAFFILIATED | $13,255 | not reported in the loaded dataset |
| The Mail Advertising Bureau, Inc. | UNAFFILIATED | $6,666 | not reported in the loaded dataset |