2023 Form 5500 filing — Teamsters Local 830 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 20250611113225NAL0025896832001) for Teamsters Local 830 Welfare Fund, reported by Board Of Trustees Of Teamsters Local 830 Welfare Fund under EIN 23-1415471 and plan number 501. It reports 2,197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250611113225NAL0025896832001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Local 830 Welfare Fund
- EIN
- 23-1415471
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 2,197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,960,279
- Total liabilities (EOY)
- $6,238,911
- Net assets (EOY)
- $39,721,368
- Employer contributions
- $35,561,979
- Participant contributions
- $659,407
- Total income / additions
- $38,868,143
- Benefits paid
- $37,307,855
- Administrative expenses
- $1,135,524
- Total expenses
- $38,443,379
- Net increase / (decrease)
- $424,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keystone Health Plan East | NONE | $1,150,061 | not reported in the loaded dataset |
| Spear Wilderman, P.C. | NONE | $336,000 | not reported in the loaded dataset |
| Temple University Hospital | NONE | $310,000 | not reported in the loaded dataset |
| Qcc Insurance Company | NONE | $215,657 | not reported in the loaded dataset |
| Express Scripts Inc. | NONE | $133,296 | not reported in the loaded dataset |
| Samuel J. Kenish | EMPLOYEE | $125,499 | not reported in the loaded dataset |
| Mental Health Consultants, Inc. | NONE | $97,648 | not reported in the loaded dataset |
| Benecard Services Inc | NONE | $88,668 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $0 | $62,531 |
| Amalgamated Bank Of Chicago | NONE | $58,821 | not reported in the loaded dataset |
| Louis P. Mattucci & Associates | NONE | $57,600 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $51,000 | not reported in the loaded dataset |
| Jennifer Schmeltzer | EMPLOYEE | $49,481 | not reported in the loaded dataset |
| Trust Benefit Technologies | NONE | $0 | $44,151 |
| Brandon Kenish | EMPLOYEE | $41,126 | not reported in the loaded dataset |
| Amerihealth Hmo, Inc. | NONE | $41,030 | not reported in the loaded dataset |
| Agnes Breen | EMPLOYEE | $40,930 | not reported in the loaded dataset |
| Summit Actuarial Services LLC | NONE | $39,800 | not reported in the loaded dataset |
| Mary C. Joniec | EMPLOYEE | $38,447 | not reported in the loaded dataset |
| Loomis Sayles & Company Lp | NONE | $35,129 | not reported in the loaded dataset |
| Donna Di Francesco | EMPLOYEE | $31,877 | not reported in the loaded dataset |
| Cleary, Josem & Trigliani Llp | NONE | $29,845 | not reported in the loaded dataset |
| Patricia Perrone | EMPLOYEE | $29,248 | not reported in the loaded dataset |
| Gabriel Del Gaiso | EMPLOYEE | $28,855 | not reported in the loaded dataset |
| Jennifer Langdon | EMPLOYEE | $24,563 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $24,167 | not reported in the loaded dataset |
| Watchkeep | NONE | $0 | $22,907 |
| Morgan Breen | EMPLOYEE | $17,439 | not reported in the loaded dataset |
| Principal Financial Group, Inc. | NONE | $15,023 | not reported in the loaded dataset |
| Eleanor Riley | EMPLOYEE | $14,659 | not reported in the loaded dataset |
| Call A Doctor Plus | NONE | $13,333 | not reported in the loaded dataset |
| Cozen O'Connor | NONE | $12,342 | not reported in the loaded dataset |
| Kassidy Rusden | EMPLOYEE | $12,019 | not reported in the loaded dataset |
| United Concordia Companies, Inc. | NONE | $10,689 | not reported in the loaded dataset |
| National Vision Administrators | NONE | $10,060 | not reported in the loaded dataset |