Plan5500

United Teamster Fund — Form 5500 plan (Board Of Trustees United Teamster 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, United Teamster Fund is a benefit plan reported by Board Of Trustees United Teamster Fund under EIN 13-5549593 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,413 participants and $17,005,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees United Teamster Fund
EIN
13-5549593
Plan number
501
Plan type
1
Location
Brooklyn, NY
Latest filing year
2023
Participants
2,413
End-of-year plan assets
$17,005,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,413H, C20250125160317NAL0006227347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,005,474
Total liabilities (EOY)
$8,824,540
Net assets (EOY)
$8,180,934
Net assets (BOY)
$8,923,839

Income & contributions

Employer contributions
$46,323,101
Participant contributions
$100,787
Total contributions
$46,423,888
Total income / additions
$48,905,770

Expenses & distributions

Benefits paid
$45,781,586
Administrative expenses
$3,867,089
Total expenses
$49,648,675
Net increase / (decrease)
-$742,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meritain HealthNONE$846,026not reported in the loaded dataset2023
Dj O'Grady Consultants LimitedNONE$265,790not reported in the loaded dataset2023
Barry ReichEMPLOYEE$207,467not reported in the loaded dataset2023
Michael HaftEMPLOYEE$161,826not reported in the loaded dataset2023
Bibi Amena AhmadEMPLOYEE$152,393not reported in the loaded dataset2023
Belkis HenriquezEMPLOYEE$141,742not reported in the loaded dataset2023
D. Lafond ConsultingNONE$136,388not reported in the loaded dataset2023
Agnes D. PatrickEMPLOYEE$133,813not reported in the loaded dataset2023
Dhanrajee KhanEMPLOYEE$130,656not reported in the loaded dataset2023
Albert FernandezEMPLOYEE$122,931not reported in the loaded dataset2023
Nilsa Santiago-WilforEMPLOYEE$120,341not reported in the loaded dataset2023
Cary Kane, PllcLEGAL COUNSEL$118,250not reported in the loaded dataset2023
Sandra AntonucciEMPLOYEE$116,100not reported in the loaded dataset2023
Hilton HopeEMPLOYEE$114,586not reported in the loaded dataset2023
Maria HenriquezEMPLOYEE$110,860not reported in the loaded dataset2023
Frances SaezEMPLOYEE$110,377not reported in the loaded dataset2023
Micdalia HartkopfEMPLOYEE$99,750not reported in the loaded dataset2023
Denise Ana HabibEMPLOYEE$99,220not reported in the loaded dataset2023
Elizabeth MartinezEMPLOYEE$98,309not reported in the loaded dataset2023
Raquel L. ZasEMPLOYEE$93,047not reported in the loaded dataset2023
Andrea OconnorEMPLOYEE$92,751not reported in the loaded dataset2023
Maryann CurrieEMPLOYEE$91,029not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$87,671not reported in the loaded dataset2023
Healthplex, Inc.NONE$68,924not reported in the loaded dataset2023
O'Sullivan And AssociatesNONE$58,700not reported in the loaded dataset2023
Miller & Melloment, CpasNONE$50,350not reported in the loaded dataset2023
Madon Malin, PcNONE$49,363not reported in the loaded dataset2023
Charlie EspositoNONE$47,275not reported in the loaded dataset2023
Pure LogicNONE$45,289not reported in the loaded dataset2023
Dealy, Silberstein & Braverman LlpNONE$43,468not reported in the loaded dataset2023
Calibre Cpa Group, PllcAUDITOR$39,450not reported in the loaded dataset2023
United Healthcare Insurance Co.NONE$26,969not reported in the loaded dataset2023
Optumrx, IncNONE$0$24,5542023
Alliant Insurance Service, Inc.NONE$0$11,7322023
Automatic Data Processing, IncNONE$10,034not reported in the loaded dataset2023

Related Form 5500 pages