Teamsters Local Unions 401 And 773 Health Plan — Form 5500 plan (Teamsters Local Unions 401 And 773 Health Plan)
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 Unions 401 And 773 Health Plan is a benefit plan reported by Teamsters Local Unions 401 And 773 Health Plan under EIN 23-2024270 and plan number 501. The latest loaded filing year is 2023. The filing reports 888 participants and $22,501,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local Unions 401 And 773 Health Plan
- EIN
- 23-2024270
- Plan number
- 501
- Plan type
- 1
- Location
- Wilkes-Barre, PA
- Latest filing year
- 2023
- Participants
- 888
- End-of-year plan assets
- $22,501,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 888 | H, C | 20241008161622NAL0008564163004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,501,194
- Total liabilities (EOY)
- $167,638
- Net assets (EOY)
- $22,333,556
- Net assets (BOY)
- $17,525,305
Income & contributions
- Employer contributions
- $24,177,516
- Participant contributions
- $543,957
- Total contributions
- $24,721,473
- Total income / additions
- $26,815,250
Expenses & distributions
- Benefits paid
- $21,632,325
- Administrative expenses
- $374,674
- Total expenses
- $22,006,999
- Net increase / (decrease)
- $4,808,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dawn Hazeltine | EMPLOYEE | $116,839 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $71,839 | $0 | 2023 |
| Foster & Foster Consulting Actuarie | NONE | $69,900 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $33,979 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $31,840 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technology | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Kosmerl & Company | NONE | $9,353 | not reported in the loaded dataset | 2023 |
| Hourigan, Kluger, & Quinn | NONE | $5,185 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local Unions 401 And 773 Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wilkes-Barre, PA
- Dawn Hazeltine — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Foster & Foster Consulting Actuarie — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Bridgeway Benefit Technology — Schedule C compensation
- Kosmerl & Company — Schedule C compensation
- Hourigan, Kluger, & Quinn — Schedule C compensation