Teamsters Local 830 Welfare Fund — Form 5500 plan (Board Of Trustees Of Teamsters Local 830 Welfare 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 830 Welfare Fund is a benefit plan reported by Board Of Trustees Of Teamsters Local 830 Welfare Fund under EIN 23-1415471 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,197 participants and $45,960,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Local 830 Welfare Fund
- EIN
- 23-1415471
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,197
- End-of-year plan assets
- $45,960,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,197 | H, C | 20250611113225NAL0025896832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,960,279
- Total liabilities (EOY)
- $6,238,911
- Net assets (EOY)
- $39,721,368
- Net assets (BOY)
- $39,296,604
Income & contributions
- Employer contributions
- $35,561,979
- Participant contributions
- $659,407
- Total contributions
- $36,221,386
- Total income / additions
- $38,868,143
Expenses & distributions
- Benefits paid
- $37,307,855
- Administrative expenses
- $1,135,524
- Total expenses
- $38,443,379
- Net increase / (decrease)
- $424,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keystone Health Plan East | NONE | $1,150,061 | not reported in the loaded dataset | 2023 |
| Spear Wilderman, P.C. | NONE | $336,000 | not reported in the loaded dataset | 2023 |
| Temple University Hospital | NONE | $310,000 | not reported in the loaded dataset | 2023 |
| Qcc Insurance Company | NONE | $215,657 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc. | NONE | $133,296 | not reported in the loaded dataset | 2023 |
| Samuel J. Kenish | EMPLOYEE | $125,499 | not reported in the loaded dataset | 2023 |
| Mental Health Consultants, Inc. | NONE | $97,648 | not reported in the loaded dataset | 2023 |
| Benecard Services Inc | NONE | $88,668 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $62,531 | 2023 |
| Amalgamated Bank Of Chicago | NONE | $58,821 | not reported in the loaded dataset | 2023 |
| Louis P. Mattucci & Associates | NONE | $57,600 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Jennifer Schmeltzer | EMPLOYEE | $49,481 | not reported in the loaded dataset | 2023 |
| Trust Benefit Technologies | NONE | $0 | $44,151 | 2023 |
| Brandon Kenish | EMPLOYEE | $41,126 | not reported in the loaded dataset | 2023 |
| Amerihealth Hmo, Inc. | NONE | $41,030 | not reported in the loaded dataset | 2023 |
| Agnes Breen | EMPLOYEE | $40,930 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services LLC | NONE | $39,800 | not reported in the loaded dataset | 2023 |
| Mary C. Joniec | EMPLOYEE | $38,447 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company Lp | NONE | $35,129 | not reported in the loaded dataset | 2023 |
| Donna Di Francesco | EMPLOYEE | $31,877 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigliani Llp | NONE | $29,845 | not reported in the loaded dataset | 2023 |
| Patricia Perrone | EMPLOYEE | $29,248 | not reported in the loaded dataset | 2023 |
| Gabriel Del Gaiso | EMPLOYEE | $28,855 | not reported in the loaded dataset | 2023 |
| Jennifer Langdon | EMPLOYEE | $24,563 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $24,167 | not reported in the loaded dataset | 2023 |
| Watchkeep | NONE | $0 | $22,907 | 2023 |
| Morgan Breen | EMPLOYEE | $17,439 | not reported in the loaded dataset | 2023 |
| Principal Financial Group, Inc. | NONE | $15,023 | not reported in the loaded dataset | 2023 |
| Eleanor Riley | EMPLOYEE | $14,659 | not reported in the loaded dataset | 2023 |
| Call A Doctor Plus | NONE | $13,333 | not reported in the loaded dataset | 2023 |
| Cozen O'Connor | NONE | $12,342 | not reported in the loaded dataset | 2023 |
| Kassidy Rusden | EMPLOYEE | $12,019 | not reported in the loaded dataset | 2023 |
| United Concordia Companies, Inc. | NONE | $10,689 | not reported in the loaded dataset | 2023 |
| National Vision Administrators | NONE | $10,060 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Local 830 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Keystone Health Plan East — Schedule C compensation
- Spear Wilderman, P.C. — Schedule C compensation
- Temple University Hospital — Schedule C compensation
- Qcc Insurance Company — Schedule C compensation
- Express Scripts Inc. — Schedule C compensation
- Samuel J. Kenish — Schedule C compensation
- Mental Health Consultants, Inc. — Schedule C compensation
- Benecard Services Inc — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Louis P. Mattucci & Associates — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Jennifer Schmeltzer — Schedule C compensation
- Trust Benefit Technologies — Schedule C compensation
- Brandon Kenish — Schedule C compensation
- Amerihealth Hmo, Inc. — Schedule C compensation
- Agnes Breen — Schedule C compensation
- Summit Actuarial Services LLC — Schedule C compensation
- Mary C. Joniec — Schedule C compensation
- Loomis Sayles & Company Lp — Schedule C compensation
- Donna Di Francesco — Schedule C compensation
- Cleary, Josem & Trigliani Llp — Schedule C compensation
- Patricia Perrone — Schedule C compensation
- Gabriel Del Gaiso — Schedule C compensation
- Jennifer Langdon — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Watchkeep — Schedule C compensation
- Morgan Breen — Schedule C compensation
- Principal Financial Group, Inc. — Schedule C compensation
- Eleanor Riley — Schedule C compensation
- Call A Doctor Plus — Schedule C compensation
- Cozen O'Connor — Schedule C compensation
- Kassidy Rusden — Schedule C compensation
- United Concordia Companies, Inc. — Schedule C compensation
- National Vision Administrators — Schedule C compensation