2023 Form 5500 filing — Utah-Idaho Teamsters Retirees' 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 20250801115504NAL0006219089001) for Utah-Idaho Teamsters Retirees' Trust, reported by Board Of Trustees, Utah-Idaho Teamsters Retirees' under EIN 45-2137944 and plan number 501. It reports 635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250801115504NAL0006219089001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Utah-Idaho Teamsters Retirees'
- EIN
- 45-2137944
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,837,485
- Total liabilities (EOY)
- $8,937
- Net assets (EOY)
- $88,828,548
- Employer contributions
- $14,590,609
- Participant contributions
- $574,068
- Total income / additions
- $21,062,915
- Benefits paid
- $5,606,368
- Administrative expenses
- $706,165
- Total expenses
- $6,312,533
- Net increase / (decrease)
- $14,750,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $222,575 | $0 |
| Southwest Service Administrators | NONE | $208,124 | $0 |
| Morgan Stanley | NONE | $48,585 | $0 |
| Miller Kaplan Arase Llp | NONE | $40,217 | $0 |
| The Segal Company | NONE | $28,453 | $0 |
| Us Bank | NONE | $19,530 | $0 |
| Roy And Associates | NONE | $18,500 | $0 |
| Optumrx | NONE | $17,197 | $0 |
| Alan D Biller Associates Inc | NONE | $13,129 | $0 |
| Principal Custody Solutions | NONE | $9,806 | $0 |
| Ryan Rapp Pacheco & Kelley, Plc | NONE | $6,563 | $0 |