Teamsters Local 97 Benefits Fund — Form 5500 plan (Trustees Of Teamsters Local 97 Benefits 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, Teamsters Local 97 Benefits Fund is a benefit plan reported by Trustees Of Teamsters Local 97 Benefits Fund under EIN 22-2004832 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,491 participants and $5,701,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local 97 Benefits Fund
- EIN
- 22-2004832
- Plan number
- 501
- Plan type
- 1
- Location
- Clark, NJ
- Latest filing year
- 2023
- Participants
- 1,491
- End-of-year plan assets
- $5,701,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,491 | H, C | 20250514133832NAL0012826931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,701,446
- Total liabilities (EOY)
- $3,221,056
- Net assets (EOY)
- $2,480,390
- Net assets (BOY)
- $2,854,876
Income & contributions
- Employer contributions
- $16,940,219
- Participant contributions
- $21,457
- Total contributions
- $16,961,676
- Total income / additions
- $17,177,119
Expenses & distributions
- Benefits paid
- $15,261,766
- Administrative expenses
- $2,289,839
- Total expenses
- $17,551,605
- Net increase / (decrease)
- -$374,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Blue Cross & Blue Shield | NONE | $819,577 | not reported in the loaded dataset | 2023 |
| Global Pharmaceutical Benefits, LLC | NONE | $269,161 | not reported in the loaded dataset | 2023 |
| Fabian & Byrn LLC | NONE | $175,095 | not reported in the loaded dataset | 2023 |
| Elaine Alessio | EMPLOYEE | $136,623 | not reported in the loaded dataset | 2023 |
| Carmella Ricci | EMPLOYEE | $80,537 | not reported in the loaded dataset | 2023 |
| Mary Jo Esposito | EMPLOYEE | $77,160 | not reported in the loaded dataset | 2023 |
| Christine Knispel | EMPLOYEE | $76,358 | not reported in the loaded dataset | 2023 |
| D.D. Services, Inc. | NONE | $57,797 | not reported in the loaded dataset | 2023 |
| Jennifer Turcios | EMPLOYEE | $51,500 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $46,974 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc. | NONE | $40,488 | not reported in the loaded dataset | 2023 |
| Mets Schiro & Mcgovern, Llp | NONE | $37,066 | not reported in the loaded dataset | 2023 |
| Teamsters Center Services Fund | NONE | $29,064 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Magnacare | NONE | $19,650 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $15,433 | not reported in the loaded dataset | 2023 |
| Marlin Leasing Corporation | NONE | $8,562 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local 97 Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clark, NJ
- Horizon Blue Cross & Blue Shield — Schedule C compensation
- Global Pharmaceutical Benefits, LLC — Schedule C compensation
- Fabian & Byrn LLC — Schedule C compensation
- Elaine Alessio — Schedule C compensation
- Carmella Ricci — Schedule C compensation
- Mary Jo Esposito — Schedule C compensation
- Christine Knispel — Schedule C compensation
- D.D. Services, Inc. — Schedule C compensation
- Jennifer Turcios — Schedule C compensation
- Mspc — Schedule C compensation
- Jbm Computer Consultants, Inc. — Schedule C compensation
- Mets Schiro & Mcgovern, Llp — Schedule C compensation
- Teamsters Center Services Fund — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Magnacare — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Marlin Leasing Corporation — Schedule C compensation