Teamsters Local Union No. 115 Health And Welfare Fund — Form 5500 plan (Teamsters Local Union No.115 Health And 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 Union No. 115 Health And Welfare Fund is a benefit plan reported by Teamsters Local Union No.115 Health And Welfare Fund under EIN 23-1716164 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,229 participants and $50,851,319 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local Union No.115 Health And Welfare Fund
- EIN
- 23-1716164
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,229
- End-of-year plan assets
- $50,851,319
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,229 | H, C | 20241010184655NAL0036750160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,851,319
- Total liabilities (EOY)
- $1,177,709
- Net assets (EOY)
- $49,673,610
- Net assets (BOY)
- $43,058,993
Income & contributions
- Employer contributions
- $13,757,276
- Participant contributions
- $16,973
- Total contributions
- $13,774,249
- Total income / additions
- $18,642,535
Expenses & distributions
- Benefits paid
- $10,604,517
- Administrative expenses
- $1,423,401
- Total expenses
- $12,027,918
- Net increase / (decrease)
- $6,614,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $381,460 | $0 | 2023 |
| Carol King | EMPLOYEE | $116,495 | not reported in the loaded dataset | 2023 |
| Leonard Rieco | EMPLOYEE | $113,439 | not reported in the loaded dataset | 2023 |
| Leo Reilly , Sr | EMPLOYEE | $107,296 | not reported in the loaded dataset | 2023 |
| Nicholas Zanczuk | EMPLOYEE | $78,260 | not reported in the loaded dataset | 2023 |
| Benjamin Marcinkiewicz | EMPLOYEE | $72,779 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $68,977 | not reported in the loaded dataset | 2023 |
| Zenith Administrators | NONE | $49,758 | not reported in the loaded dataset | 2023 |
| Bruce S Morrison , Do | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Flexcare LLC | NONE | $28,917 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $28,875 | not reported in the loaded dataset | 2023 |
| John Sullivan | EMPLOYEE | $25,104 | not reported in the loaded dataset | 2023 |
| Dr. Gaetano Storace Iii | NONE | $23,101 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $22,143 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $14,475 | not reported in the loaded dataset | 2023 |
| Citizens Bank | NONE | $10,058 | $0 | 2023 |
| The Mckeogh Company | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $8,045 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local Union No.115 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Cigna Health & Life Insurance Co — Schedule C compensation
- Carol King — Schedule C compensation
- Leonard Rieco — Schedule C compensation
- Leo Reilly , Sr — Schedule C compensation
- Nicholas Zanczuk — Schedule C compensation
- Benjamin Marcinkiewicz — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Zenith Administrators — Schedule C compensation
- Bruce S Morrison , Do — Schedule C compensation
- Flexcare LLC — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- John Sullivan — Schedule C compensation
- Dr. Gaetano Storace Iii — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Citizens Bank — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation