Teamsters Local 294 Albany Area Trucking & Allied Industries Health & Welfare Fund — Form 5500 plan (Teamsters Local 294 Albany Area Trucking & Allied Industries 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 294 Albany Area Trucking & Allied Industries Health & Welfare Fund is a benefit plan reported by Teamsters Local 294 Albany Area Trucking & Allied Industries Health under EIN 14-1582160 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,145 participants and $19,248,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 294 Albany Area Trucking & Allied Industries Health
- EIN
- 14-1582160
- Plan number
- 501
- Plan type
- 1
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 1,145
- End-of-year plan assets
- $19,248,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,145 | H, C | 20250315123246NAL0012644323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,248,686
- Total liabilities (EOY)
- $7,697,439
- Net assets (EOY)
- $11,551,247
- Net assets (BOY)
- $11,713,149
Income & contributions
- Employer contributions
- $12,866,035
- Participant contributions
- $9,551
- Total contributions
- $12,875,586
- Total income / additions
- $14,263,352
Expenses & distributions
- Benefits paid
- $13,933,617
- Administrative expenses
- $491,637
- Total expenses
- $14,425,254
- Net increase / (decrease)
- -$161,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Western And Northeastern | NONE | $408,961 | not reported in the loaded dataset | 2023 |
| Payer Matrix | NONE | $209,805 | not reported in the loaded dataset | 2023 |
| Diane Schwager | NONE | $90,838 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $77,215 | $0 | 2023 |
| Jab2023, LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Donnette Desantis | NONE | $45,445 | not reported in the loaded dataset | 2023 |
| Teal, Becker & Chiaramonte Cpas Pc | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Healthnow Administrative Services | NONE | $35,780 | not reported in the loaded dataset | 2023 |
| Empirx | NONE | $29,756 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates Inc. | NONE | $25,432 | not reported in the loaded dataset | 2023 |
| Pozefsky, Bramley & Murphy Pc | NONE | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 294 Albany Area Trucking & Allied Industries Health
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Highmark Western And Northeastern — Schedule C compensation
- Payer Matrix — Schedule C compensation
- Diane Schwager — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Jab2023, LLC — Schedule C compensation
- Donnette Desantis — Schedule C compensation
- Teal, Becker & Chiaramonte Cpas Pc — Schedule C compensation
- Healthnow Administrative Services — Schedule C compensation
- Empirx — Schedule C compensation
- O'Sullivan Associates Inc. — Schedule C compensation
- Pozefsky, Bramley & Murphy Pc — Schedule C compensation