Teamsters Local 251 Health Services And Insurance Plan — Form 5500 plan (Board Of Trustees, Teamsters Local 251 Health)

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 251 Health Services And Insurance Plan is a benefit plan reported by Board Of Trustees, Teamsters Local 251 Health under EIN 05-0367950 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,272 participants and $160,982,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Teamsters Local 251 Health
EIN
05-0367950
Plan number
501
Plan type
1
Location
Providence, RI
Latest filing year
2023
Participants
3,272
End-of-year plan assets
$160,982,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,272H, C20250310213121NAL0016768337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$160,982,854
Total liabilities (EOY)
$4,892,900
Net assets (EOY)
$156,089,954
Net assets (BOY)
$136,662,951

Income & contributions

Employer contributions
$70,244,314
Participant contributions
$839,743
Total contributions
$71,084,057
Total income / additions
$83,406,829

Expenses & distributions

Benefits paid
$62,153,845
Administrative expenses
$1,825,981
Total expenses
$63,979,826
Net increase / (decrease)
$19,427,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Services IncNONE$2,111,876$02023
Gursky Law AssociatesNONE$278,256not reported in the loaded dataset2023
Tammy BeaudreaultEMPLOYEE$199,221not reported in the loaded dataset2023
The Segal CompanyNONE$173,500not reported in the loaded dataset2023
Christine RoyEMPLOYEE$161,147not reported in the loaded dataset2023
Dawn O'ConnorEMPLOYEE$155,104not reported in the loaded dataset2023
Sabrina ReddyEMPLOYEE$152,939not reported in the loaded dataset2023
Delta Dental Of Rhode IslandNONE$141,352not reported in the loaded dataset2023
Claudia LavalleeEMPLOYEE$130,276not reported in the loaded dataset2023
Bridgeway Benefits TechnologiesNONE$94,511not reported in the loaded dataset2023
Caremark Rx LLCNONE$71,107not reported in the loaded dataset2023
Meketa Investment Group IncNONE$54,000not reported in the loaded dataset2023
Novak Francella LLCNONE$50,000not reported in the loaded dataset2023
Coia & Lepore, Ltd.NONE$33,320not reported in the loaded dataset2023
Union Bank & Trust CompanyNONE$28,104not reported in the loaded dataset2023
Cmit SolutionsNONE$18,068not reported in the loaded dataset2023

Related Form 5500 pages