Teamsters Health & Welfare Fund Of Philadelphia & Vicinity — Form 5500 plan (Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vi)
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 Health & Welfare Fund Of Philadelphia & Vicinity is a benefit plan reported by Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vi under EIN 23-1392600 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,081 participants and $163,197,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vi
- EIN
- 23-1392600
- Plan number
- 501
- Plan type
- 1
- Location
- Pennsauken, NJ
- Latest filing year
- 2023
- Participants
- 9,081
- End-of-year plan assets
- $163,197,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,081 | H, C | 20241009202142NAL0032303648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,197,816
- Total liabilities (EOY)
- $14,692,086
- Net assets (EOY)
- $148,505,730
- Net assets (BOY)
- $141,474,796
Income & contributions
- Employer contributions
- $114,624,008
- Participant contributions
- $607,484
- Total contributions
- $115,231,492
- Total income / additions
- $128,279,347
Expenses & distributions
- Benefits paid
- $111,471,779
- Administrative expenses
- $9,776,634
- Total expenses
- $121,248,413
- Net increase / (decrease)
- $7,030,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Administrative Service Professional | NONE | $3,797,000 | not reported in the loaded dataset | 2023 |
| Horizon Healthcare Services, Inc | NONE | $2,274,379 | not reported in the loaded dataset | 2023 |
| Capital Rx | NONE | $705,957 | not reported in the loaded dataset | 2023 |
| Guardian Nurses Healthcare Advocate | NONE | $453,370 | not reported in the loaded dataset | 2023 |
| Total Care Network Inc | NONE | $383,179 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $361,293 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity Inc | NONE | $300,725 | not reported in the loaded dataset | 2023 |
| Call A Doctor Plus | NONE | $276,737 | not reported in the loaded dataset | 2023 |
| Stevens & Lee | NONE | $187,680 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc | NONE | $141,353 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $138,428 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $82,740 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Lv Print Center LLC | NONE | $60,136 | not reported in the loaded dataset | 2023 |
| Pharmacy Investigators & Consultant | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $43,172 | not reported in the loaded dataset | 2023 |
| National Vision Administrators, LLC | NONE | $35,884 | not reported in the loaded dataset | 2023 |
| Color Genomics Inc | NONE | $26,990 | not reported in the loaded dataset | 2023 |
| Kimpton Vero Beach | NONE | $17,878 | not reported in the loaded dataset | 2023 |
| Teamsters Pension Trust Fund | NONE | $14,980 | not reported in the loaded dataset | 2023 |
| Winslow Technology Group Inc | NONE | $14,845 | not reported in the loaded dataset | 2023 |
| William Einhorn | PLAN TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| J A Mariano Agency Inc | NONE | $0 | $7,660 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vi
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pennsauken, NJ
- Administrative Service Professional — Schedule C compensation
- Horizon Healthcare Services, Inc — Schedule C compensation
- Capital Rx — Schedule C compensation
- Guardian Nurses Healthcare Advocate — Schedule C compensation
- Total Care Network Inc — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Zelis Claims Integrity Inc — Schedule C compensation
- Call A Doctor Plus — Schedule C compensation
- Stevens & Lee — Schedule C compensation
- Foster & Foster, Inc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Lv Print Center LLC — Schedule C compensation
- Pharmacy Investigators & Consultant — Schedule C compensation
- Iron Mountain — Schedule C compensation
- National Vision Administrators, LLC — Schedule C compensation
- Color Genomics Inc — Schedule C compensation
- Kimpton Vero Beach — Schedule C compensation
- Teamsters Pension Trust Fund — Schedule C compensation
- Winslow Technology Group Inc — Schedule C compensation
- William Einhorn — Schedule C compensation
- J A Mariano Agency Inc — Schedule C compensation