Plan5500

Midwest Teamsters Health Reimbursement Arrangement Trust Fund — Form 5500 plan (Trustees Midwest Teamsters Health Reimbursement Arrangement Trust 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, Midwest Teamsters Health Reimbursement Arrangement Trust Fund is a benefit plan reported by Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund under EIN 20-2288018 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,465 participants and $9,014,404 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9MPlan net assets, end of year$8,997,047
Participants1.5KCovered participants reported1,465
Assets / participant$6.2KComputed: assets ÷ participants$6,153 (computed)
Provider compensation$169.7K4 Schedule C provider row(s)$169,661
Plan sponsor
Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund
EIN
20-2288018
Plan number
501
Plan type
1
Location
Mendota Heights, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,465 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$17.4K
Money in vs. money out
Total income / additions$1.4M
Total expenses$766.1K
Benefits paid / distributions$573.9K
Contributions
Employer$644.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$9,014,404
Total liabilities (EOY)
$17,357
Net assets (EOY)
$8,997,047
Net assets (BOY)
$8,313,294

Income & contributions

Employer contributions
$644,806
Total contributions
$644,806
Total income / additions
$1,449,821

Expenses & distributions

Benefits paid
$573,860
Administrative expenses
$192,208
Total expenses
$766,068
Net increase / (decrease)
$683,753
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Zenith American Solutions$134.5K
    NONE · Direct $134.5K
  2. 2
    Martin & Squires, P.A.$14.8K
    NONE · Direct $14.8K
  3. 3
    Legacy Professionals Llp$12.4K
    NONE · Direct $12.4K
  4. 4
    Rbc Wealth Management$8K
    NONE · Direct $8K

What to inspect next

Frequently asked questions

Who sponsors the Midwest Teamsters Health Reimbursement Arrangement Trust Fund?
Midwest Teamsters Health Reimbursement Arrangement Trust Fund is reported as sponsored by Trustees Midwest Teamsters Health Reimbursement Arrangement Trust Fund (EIN 20-2288018, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Midwest Teamsters Health Reimbursement Arrangement Trust Fund?
The latest Form 5500 filing year loaded for Midwest Teamsters Health Reimbursement Arrangement Trust Fund is 2023.
How many participants does Midwest Teamsters Health Reimbursement Arrangement Trust Fund report?
Midwest Teamsters Health Reimbursement Arrangement Trust Fund reports 1,465 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Midwest Teamsters Health Reimbursement Arrangement Trust Fund?
Midwest Teamsters Health Reimbursement Arrangement Trust Fund reports $9,014,404 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages