Teamsters Local 493 Health Service & Insurance Plan — Form 5500 plan (Board Of Trustees Teamsters Local 493 Health Services & Ins Plan)
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 493 Health Service & Insurance Plan is a benefit plan reported by Board Of Trustees Teamsters Local 493 Health Services & Ins Plan under EIN 06-0942903 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,258 participants and $80,055,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 493 Health Services & Ins Plan
- EIN
- 06-0942903
- Plan number
- 501
- Plan type
- 1
- Location
- Uncasville, CT
- Latest filing year
- 2023
- Participants
- 1,258
- End-of-year plan assets
- $80,055,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,258 | H, C | 20250414145632NAL0000810595002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,055,977
- Total liabilities (EOY)
- $2,381,027
- Net assets (EOY)
- $77,674,950
- Net assets (BOY)
- $71,826,025
Income & contributions
- Employer contributions
- $14,485,431
- Participant contributions
- $230,570
- Total contributions
- $14,716,001
- Total income / additions
- $22,244,663
Expenses & distributions
- Benefits paid
- $15,456,081
- Administrative expenses
- $1,125,044
- Total expenses
- $16,581,125
- Net increase / (decrease)
- $5,663,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri State Joint Fund | AFFILIATED ORGANIZATION | $387,180 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | NONE | $243,842 | $0 | 2023 |
| Claims Processor | EMPLOYEE | $75,892 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $73,364 | $0 | 2023 |
| Fund Manager | EMPLOYEE | $70,763 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $56,406 | not reported in the loaded dataset | 2023 |
| Claims Processor | EMPLOYEE | $37,722 | not reported in the loaded dataset | 2023 |
| Valenz Health | NONE | $37,398 | not reported in the loaded dataset | 2023 |
| Uprise Health | NONE | $25,763 | not reported in the loaded dataset | 2023 |
| Mpl LLC | NONE | $0 | $22,554 | 2023 |
| Nicholas Reut | EMPLOYER TRUSTEE | $20,027 | not reported in the loaded dataset | 2023 |
| Earnest Partners LLC | NONE | $18,905 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt | NONE | $18,412 | not reported in the loaded dataset | 2023 |
| Allegiant Rx | NONE | $12,910 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $7,523 | $3,834 | 2023 |
| Waycross Partners LLC | NONE | $9,361 | not reported in the loaded dataset | 2023 |
| Craig Mitchell | UNION TRUSTEE | $5,227 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 493 Health Services & Ins Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Uncasville, CT
- Tri State Joint Fund — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Claims Processor — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Fund Manager — Schedule C compensation
- Valenz Health — Schedule C compensation
- Uprise Health — Schedule C compensation
- Mpl LLC — Schedule C compensation
- Nicholas Reut — Schedule C compensation
- Earnest Partners LLC — Schedule C compensation
- Boyd Watterson Asset Mgmt — Schedule C compensation
- Allegiant Rx — Schedule C compensation
- Optum Rx — Schedule C compensation
- Waycross Partners LLC — Schedule C compensation
- Craig Mitchell — Schedule C compensation