2023 Form 5500 filing — Teamsters Western Region And New Jersey Health Care Fund Active Plan
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 20250910133225NAL0035132896002) for Teamsters Western Region And New Jersey Health Care Fund Active Plan, reported by Teamsters Western Region And New Jersey Health Care Fund under EIN 86-6052021 and plan number 501. It reports 49,997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250910133225NAL0035132896002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Western Region And New Jersey Health Care Fund
- EIN
- 86-6052021
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 49,997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $993,397,629
- Total liabilities (EOY)
- $89,512,459
- Net assets (EOY)
- $903,885,170
- Employer contributions
- $731,110,216
- Participant contributions
- $916,462
- Total income / additions
- $903,532,558
- Benefits paid
- $840,733,649
- Administrative expenses
- $35,738,308
- Total expenses
- $876,471,957
- Net increase / (decrease)
- $27,060,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Arizona | NONE | $14,915,197 | not reported in the loaded dataset |
| Aetna | NONE | $8,713,455 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $5,000,099 | not reported in the loaded dataset |
| Camden Bonds Plus Fund LLC | NONE | $961,799 | $0 |
| Cotiviti | NONE | $0 | $778,324 |
| 98point6 | NONE | $569,940 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $551,448 | not reported in the loaded dataset |
| The Segal Company | NONE | $499,291 | not reported in the loaded dataset |
| Alan Biller And Associates | NONE | $496,917 | not reported in the loaded dataset |
| Cvs Health | NONE | $487,590 | not reported in the loaded dataset |
| Neuberger Berman | NONE | $0 | $302,506 |
| Kelley Law Group | NONE | $299,498 | not reported in the loaded dataset |
| Md Sass, LLC | NONE | $223,202 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $172,710 | not reported in the loaded dataset |
| Wellington Ctf Smid Cap Research | NONE | $160,754 | $0 |
| Mines And Associates | NONE | $152,355 | not reported in the loaded dataset |
| Nuveen Asset Management, LLC | NONE | $149,967 | not reported in the loaded dataset |
| Loomis Sayles Nhit Core Disciplined | NONE | $142,747 | not reported in the loaded dataset |
| Aristotle Pacific Capital LLC | NONE | $140,988 | not reported in the loaded dataset |
| Wellington Ctf Intl Contrarian Valu | NONE | $129,714 | $0 |
| Aristotle Capital Management | NONE | $119,980 | $0 |
| Loomis, Sayles & Company | NONE | $117,615 | $0 |
| Henningfield & Associates | NONE | $86,239 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $68,305 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $60,128 | $0 |
| Douglas Ruygrok | NONE | $50,549 | not reported in the loaded dataset |
| Andrew A Marshall Consulting LLC | NONE | $50,549 | $0 |
| American Health Group | NONE | $47,880 | not reported in the loaded dataset |
| Alfred Betts | NONE | $46,337 | not reported in the loaded dataset |
| Brian Person | NONE | $46,337 | not reported in the loaded dataset |
| Chris Langan | NONE | $46,337 | not reported in the loaded dataset |
| Claims Technologies, Inc. | NONE | $39,856 | not reported in the loaded dataset |
| Segall Bryant And Hamill | NONE | $13,628 | $0 |
| Segal Select Insurance Services Inc | NONE | $0 | $11,424 |
| Bnym Mellon Cf Sl Stock Index Fund | NONE | $7,038 | $0 |