2023 Form 5500 filing — Teamsters Local No. 377 Health & 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 20250606081009NAL0012178785001) for Teamsters Local No. 377 Health & Welfare Fund, reported by Board Of Trustees Of Teamsters Local No. 377 Health & Welfare Fund under EIN 34-0755508 and plan number 501. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250606081009NAL0012178785001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Local No. 377 Health & Welfare Fund
- EIN
- 34-0755508
- Plan number
- 501
- Location
- Canfield, OH
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,735,914
- Total liabilities (EOY)
- $301,638
- Net assets (EOY)
- $10,434,276
- Employer contributions
- $7,207,398
- Participant contributions
- $4,770
- Total income / additions
- $8,234,997
- Benefits paid
- $6,602,998
- Administrative expenses
- $379,535
- Total expenses
- $6,982,533
- Net increase / (decrease)
- $1,252,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Community Insurance Co | N/A | $325,217 | not reported in the loaded dataset |
| Benesys | N/A | $185,490 | not reported in the loaded dataset |
| The Segal Company | N/A | $85,247 | not reported in the loaded dataset |
| Packer Thomas | N/A | $40,540 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | N/A | $14,000 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, LLC | N/A | $9,981 | not reported in the loaded dataset |