Local 817 Ibt Welfare Fund — Form 5500 plan (Teamsters Local 817 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, Local 817 Ibt Welfare Fund is a benefit plan reported by Teamsters Local 817 Welfare Fund under EIN 13-6210566 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,224 participants and $74,803,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 817 Welfare Fund
- EIN
- 13-6210566
- Plan number
- 501
- Plan type
- 1
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 1,224
- End-of-year plan assets
- $74,803,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,224 | H, C | 20241015130835NAL0028522913002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,803,845
- Total liabilities (EOY)
- $6,067,947
- Net assets (EOY)
- $68,735,898
- Net assets (BOY)
- $92,231,744
Income & contributions
- Employer contributions
- $25,807,718
- Participant contributions
- $60,122
- Total contributions
- $25,867,840
- Total income / additions
- $34,765,370
Expenses & distributions
- Benefits paid
- $57,309,821
- Administrative expenses
- $951,395
- Total expenses
- $58,261,216
- Net increase / (decrease)
- -$23,495,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $1,377,448 | not reported in the loaded dataset | 2023 |
| Davisvision | NONE | $169,890 | not reported in the loaded dataset | 2023 |
| Kathleen Kreinbihl | EMPLOYEE | $151,447 | not reported in the loaded dataset | 2023 |
| Christopher O'Donnell | EMPLOYEE | $123,308 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc. | NONE | $60,825 | $0 | 2023 |
| The Segal Company | NONE | $60,175 | $0 | 2023 |
| Nicholas Berto | EMPLOYEE | $51,316 | not reported in the loaded dataset | 2023 |
| Kevin Lynch | EMPLOYEE | $50,630 | not reported in the loaded dataset | 2023 |
| Capital Asset Advisors | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $24,244 | not reported in the loaded dataset | 2023 |
| Thomson Reuters Inc, | NONE | $18,789 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $14,841 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $8,702 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 817 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- Aetna Life Insurance Company — Schedule C compensation
- Davisvision — Schedule C compensation
- Kathleen Kreinbihl — Schedule C compensation
- Christopher O'Donnell — Schedule C compensation
- Stacey Braun Associates, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Nicholas Berto — Schedule C compensation
- Kevin Lynch — Schedule C compensation
- Capital Asset Advisors — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Thomson Reuters Inc, — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Us Bank — Schedule C compensation