2023 Form 5500 filing — Teamsters Local 97 Benefits 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 20250514133832NAL0012826931001) for Teamsters Local 97 Benefits Fund, reported by Trustees Of Teamsters Local 97 Benefits Fund under EIN 22-2004832 and plan number 501. It reports 1,491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,480,390

Participants1.5K1,491

Provider compensation$2M17 Schedule C row(s)$1,967,045

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250514133832NAL0012826931001
Plan sponsor: Trustees Of Teamsters Local 97 Benefits Fund
EIN: 22-2004832
Plan number: 501
Location: Clark, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.7M total assets

Net assets$2.5MLiabilities$3.2M

Money in vs. money out

Total income / additions$17.2M

Total expenses$17.6M

Benefits paid / distributions$15.3M

Contributions

Employer$16.9M

Participant$21.5K

Full reported line items

Total assets (EOY): $5,701,446
Total liabilities (EOY): $3,221,056
Net assets (EOY): $2,480,390
Employer contributions: $16,940,219
Participant contributions: $21,457
Total income / additions: $17,177,119
Benefits paid: $15,261,766
Administrative expenses: $2,289,839
Total expenses: $17,551,605
Net increase / (decrease): -$374,486

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Horizon Blue Cross & Blue Shield$819.6K
NONE · Direct $819.6K
2
Global Pharmaceutical Benefits, LLC$269.2K
NONE · Direct $269.2K
3
Fabian & Byrn LLC$175.1K
NONE · Direct $175.1K
4
Elaine Alessio$136.6K
EMPLOYEE · Direct $136.6K
5
Carmella Ricci$80.5K
EMPLOYEE · Direct $80.5K
6
Mary Jo Esposito$77.2K
EMPLOYEE · Direct $77.2K
7
Christine Knispel$76.4K
EMPLOYEE · Direct $76.4K
8
D.D. Services, Inc.$57.8K
NONE · Direct $57.8K
9
Jennifer Turcios$51.5K
EMPLOYEE · Direct $51.5K
10
Mspc$47K
NONE · Direct $47K
11
Jbm Computer Consultants, Inc.$40.5K
NONE · Direct $40.5K
12
Mets Schiro & Mcgovern, Llp$37.1K
NONE · Direct $37.1K
13
Teamsters Center Services Fund$29.1K
NONE · Direct $29.1K
14
O'Sullivan Associates$26K
NONE · Direct $26K
15
Magnacare$19.6K
NONE · Direct $19.6K
16
Comerica Bank$15.4K
NONE · Direct $15.4K
17
Marlin Leasing Corporation$8.6K
NONE · Direct $8.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250514133832NAL0012826931001 cover?: It is the 2023 Form 5500 filing for Teamsters Local 97 Benefits Fund, reported by Trustees Of Teamsters Local 97 Benefits Fund (EIN 22-2004832).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).