Teamsters Local 170 Health And Welfare Fund — Form 5500 plan (Teamsters Local 170 Health And Welfare Fund)
Plain-English plan 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, Teamsters Local 170 Health And Welfare Fund is a benefit plan reported by Teamsters Local 170 Health And Welfare Fund under EIN 04-2219623 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,381 participants and $90,580,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 170 Health And Welfare Fund
- EIN
- 04-2219623
- Plan number
- 501
- Plan type
- 1
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 1,381
- End-of-year plan assets
- $90,580,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,381 | H, C | 20240903153355NAL0019078001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,580,908
- Total liabilities (EOY)
- $9,736,955
- Net assets (EOY)
- $80,843,953
- Net assets (BOY)
- $71,742,854
Income & contributions
- Employer contributions
- $35,713,429
- Participant contributions
- $929,161
- Total contributions
- $36,642,590
- Total income / additions
- $42,008,854
Expenses & distributions
- Benefits paid
- $30,466,457
- Administrative expenses
- $2,441,298
- Total expenses
- $32,907,755
- Net increase / (decrease)
- $9,101,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,237,423 | not reported in the loaded dataset | 2023 |
| Employee C | PLAN EMPLOYEE | $177,994 | not reported in the loaded dataset | 2023 |
| Employee D | PLAN EMPLOYEE | $104,873 | not reported in the loaded dataset | 2023 |
| Congress Wealth Management | NONE | $98,006 | not reported in the loaded dataset | 2023 |
| Employee E | PLAN EMPLOYEE | $89,482 | not reported in the loaded dataset | 2023 |
| Employee B | PLAN EMPLOYEE | $76,142 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $62,572 | not reported in the loaded dataset | 2023 |
| Employee A | PLAN EMPLOYEE | $57,841 | not reported in the loaded dataset | 2023 |
| Employee F | PLAN EMPLOYEE | $56,813 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $45,600 | not reported in the loaded dataset | 2023 |
| Bridgeway | NONE | $37,699 | not reported in the loaded dataset | 2023 |
| Encompass | NONE | $35,822 | not reported in the loaded dataset | 2023 |
| Sunset Landscaping | NONE | $35,050 | not reported in the loaded dataset | 2023 |
| Tpg Healthcare Consulting | NONE | $20,900 | not reported in the loaded dataset | 2023 |
| Aquarius Capital Solutions Group | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | NONE | $16,613 | not reported in the loaded dataset | 2023 |
| Otis Elevator | NONE | $12,523 | $0 | 2023 |
| Boston Benefit Partners | NONE | $11,940 | not reported in the loaded dataset | 2023 |
| Kings Of Pressure | NONE | $11,391 | $0 | 2023 |
| Intercontinental Real Estate | NONE | $7,260 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $7,202 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 170 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Worcester, MA
- Blue Cross Blue Shield — Schedule C compensation
- Employee C — Schedule C compensation
- Employee D — Schedule C compensation
- Congress Wealth Management — Schedule C compensation
- Employee E — Schedule C compensation
- Employee B — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Employee A — Schedule C compensation
- Employee F — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Bridgeway — Schedule C compensation
- Encompass — Schedule C compensation
- Sunset Landscaping — Schedule C compensation
- Tpg Healthcare Consulting — Schedule C compensation
- Aquarius Capital Solutions Group — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- Otis Elevator — Schedule C compensation
- Boston Benefit Partners — Schedule C compensation
- Kings Of Pressure — Schedule C compensation
- Intercontinental Real Estate — Schedule C compensation
- Davis Vision — Schedule C compensation