Teamsters Local No. 35 Health Plans — Form 5500 plan (Teamsters Local No. 35 Health Plans)
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 No. 35 Health Plans is a benefit plan reported by Teamsters Local No. 35 Health Plans under EIN 22-1804923 and plan number 501. The latest loaded filing year is 2023. The filing reports 431 participants and $29,183,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local No. 35 Health Plans
- EIN
- 22-1804923
- Plan number
- 501
- Plan type
- 1
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $29,183,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20240725103315NAL0013920433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,183,929
- Total liabilities (EOY)
- $909,276
- Net assets (EOY)
- $28,274,653
- Net assets (BOY)
- $25,292,177
Income & contributions
- Employer contributions
- $6,572,577
- Participant contributions
- $947,382
- Total contributions
- $7,519,959
- Total income / additions
- $9,733,761
Expenses & distributions
- Benefits paid
- $5,654,932
- Administrative expenses
- $1,096,353
- Total expenses
- $6,751,285
- Net increase / (decrease)
- $2,982,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Service, Inc. | NONE | $221,313 | not reported in the loaded dataset | 2023 |
| Philomena Lucidi | EMPLOYEE | $137,575 | not reported in the loaded dataset | 2023 |
| Paydhealth LLC | NONE | $117,602 | not reported in the loaded dataset | 2023 |
| Lori Cuff | EMPLOYEE | $92,686 | not reported in the loaded dataset | 2023 |
| Fabian & Bryn, LLC | NONE | $80,840 | not reported in the loaded dataset | 2023 |
| Christine Persichetti | EMPLOYEE | $78,956 | not reported in the loaded dataset | 2023 |
| Lauren Robinson | EMPLOYEE | $64,796 | not reported in the loaded dataset | 2023 |
| Haefele Flanagan & Co., Pc | NONE | $61,500 | not reported in the loaded dataset | 2023 |
| Stacy Marie Vonschmidt | EMPLOYEE | $36,330 | not reported in the loaded dataset | 2023 |
| Attilio Boucher | EMPLOYEE | $35,588 | not reported in the loaded dataset | 2023 |
| American Core Realty Fund, Inc. | NONE | $29,898 | not reported in the loaded dataset | 2023 |
| East Point Data | NONE | $29,295 | not reported in the loaded dataset | 2023 |
| Ducente Squared Assset Management | NONE | $26,030 | not reported in the loaded dataset | 2023 |
| Deanna Wood | EMPLOYEE | $25,796 | not reported in the loaded dataset | 2023 |
| Pbirx, Inc. | NONE | $24,030 | not reported in the loaded dataset | 2023 |
| Rae Group LLC | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $22,618 | not reported in the loaded dataset | 2023 |
| Thomas Marino | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $20,253 | $0 | 2023 |
| Maxor Plus | NONE | $20,240 | not reported in the loaded dataset | 2023 |
| Elect Rx | NONE | $18,154 | not reported in the loaded dataset | 2023 |
| Dahab Associates | NONE | $16,577 | not reported in the loaded dataset | 2023 |
| Zazzali, Fagella, Nowak, Kleinbaum | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Valverde & Express Garden | NONE | $12,763 | not reported in the loaded dataset | 2023 |
| Canarx | NONE | $11,248 | not reported in the loaded dataset | 2023 |
| Nj Elite Commercial Cleaning | NONE | $7,906 | not reported in the loaded dataset | 2023 |
| Ancero | NONE | $6,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local No. 35 Health Plans
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Trenton, NJ
- Horizon Healthcare Service, Inc. — Schedule C compensation
- Philomena Lucidi — Schedule C compensation
- Paydhealth LLC — Schedule C compensation
- Lori Cuff — Schedule C compensation
- Fabian & Bryn, LLC — Schedule C compensation
- Christine Persichetti — Schedule C compensation
- Lauren Robinson — Schedule C compensation
- Haefele Flanagan & Co., Pc — Schedule C compensation
- Stacy Marie Vonschmidt — Schedule C compensation
- Attilio Boucher — Schedule C compensation
- American Core Realty Fund, Inc. — Schedule C compensation
- East Point Data — Schedule C compensation
- Ducente Squared Assset Management — Schedule C compensation
- Deanna Wood — Schedule C compensation
- Pbirx, Inc. — Schedule C compensation
- Rae Group LLC — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Thomas Marino — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Maxor Plus — Schedule C compensation
- Elect Rx — Schedule C compensation
- Dahab Associates — Schedule C compensation
- Zazzali, Fagella, Nowak, Kleinbaum — Schedule C compensation
- Valverde & Express Garden — Schedule C compensation
- Canarx — Schedule C compensation
- Nj Elite Commercial Cleaning — Schedule C compensation
- Ancero — Schedule C compensation