2023 Form 5500 filing — Teamsters Benefit Trust
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 20250702174120NAL0013233793001) for Teamsters Benefit Trust, reported by Board Of Trustees Of Teamsters Benefit Trust under EIN 94-2848389 and plan number 501. It reports 18,936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702174120NAL0013233793001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Benefit Trust
- EIN
- 94-2848389
- Plan number
- 501
- Location
- Fremont, CA
- Participants
- 18,936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $910,753,202
- Total liabilities (EOY)
- $20,412,346
- Net assets (EOY)
- $890,340,856
- Employer contributions
- $348,252,076
- Participant contributions
- $7,109,835
- Total income / additions
- $501,535,493
- Benefits paid
- $314,896,518
- Administrative expenses
- $16,365,811
- Total expenses
- $331,262,329
- Net increase / (decrease)
- $170,273,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Titan Insurance Administrators, Inc | NONE | $9,017,734 | not reported in the loaded dataset |
| Anthem Blue Cross Life Health Insur | NONE | $985,749 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $658,123 | not reported in the loaded dataset |
| Ingeniorx, Inc | NONE | $506,766 | $0 |
| Labor First LLC | NONE | $376,345 | not reported in the loaded dataset |
| Teamster'S Assistance Program | NONE | $314,330 | not reported in the loaded dataset |
| Rael & Letson | NONE | $283,201 | not reported in the loaded dataset |
| Beeson, Tayer & Bodine Apc | NONE | $267,078 | not reported in the loaded dataset |
| Ullico | NONE | $256,888 | not reported in the loaded dataset |
| Health Management Concepts | NONE | $186,991 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $174,624 | not reported in the loaded dataset |
| Ascendant Healthcare Inc. | NONE | $151,799 | not reported in the loaded dataset |
| Pitney Bowes Inc. | NONE | $127,383 | not reported in the loaded dataset |
| Iron Mountain Inc. | NONE | $105,809 | not reported in the loaded dataset |
| Healthlinx, LLC | NONE | $77,251 | not reported in the loaded dataset |
| Alan Biller & Associates | NONE | $73,751 | not reported in the loaded dataset |
| Communicate Write | NONE | $68,848 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $58,527 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $54,567 | not reported in the loaded dataset |
| Safeguard Business Systems | NONE | $39,916 | not reported in the loaded dataset |
| Express Scripts | NONE | $36,262 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $33,420 |
| Rr Donnelley | NONE | $24,924 | not reported in the loaded dataset |
| Wheeler Sonoma Printers | NONE | $17,564 | not reported in the loaded dataset |
| Western Health Care Coalition Inc | NONE | $13,065 | not reported in the loaded dataset |
| Alpha Press Inc. | NONE | $11,936 | not reported in the loaded dataset |
| United Parcel Service, Inc. | NONE | $11,258 | not reported in the loaded dataset |
| Jp Morgan Investment Mgmt | NONE | $10,564 | $0 |
| Pacific Standard Press | NONE | $5,824 | not reported in the loaded dataset |