Central Pennsylvania Teamsters Health & Welfare Fund — Form 5500 plan (Central Pennsylvania Teamsters 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, Central Pennsylvania Teamsters Health & Welfare Fund is a benefit plan reported by Central Pennsylvania Teamsters Health And Welfare Fund under EIN 23-6263170 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,048 participants and $188,436,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Pennsylvania Teamsters Health And Welfare Fund
- EIN
- 23-6263170
- Plan number
- 501
- Plan type
- 1
- Location
- Wyomissing, PA
- Latest filing year
- 2023
- Participants
- 6,048
- End-of-year plan assets
- $188,436,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,048 | H, C | 20240927122318NAL0001248835002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $188,436,896
- Total liabilities (EOY)
- $22,035,331
- Net assets (EOY)
- $166,401,565
- Net assets (BOY)
- $160,190,264
Income & contributions
- Employer contributions
- $126,451,697
- Participant contributions
- $4,009,843
- Total contributions
- $130,461,540
- Total income / additions
- $141,261,125
Expenses & distributions
- Benefits paid
- $125,614,746
- Administrative expenses
- $9,435,078
- Total expenses
- $135,049,824
- Net increase / (decrease)
- $6,211,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health Inc. | NONE | $2,360,796 | not reported in the loaded dataset | 2023 |
| Global Pharmaceutical Benefits LLC | NONE | $2,152,566 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $468,211 | $0 | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $324,914 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $268,029 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $255,876 | not reported in the loaded dataset | 2023 |
| Foster & Foster/Beyer-Barber Co. | NONE | $196,693 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $195,478 | not reported in the loaded dataset | 2023 |
| Cherie Freeman | EMPLOYEE | $176,303 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $166,215 | not reported in the loaded dataset | 2023 |
| Joseph Samolewicz | EMPLOYEE | $164,831 | not reported in the loaded dataset | 2023 |
| Daphne Rossi | EMPLOYEE | $147,789 | not reported in the loaded dataset | 2023 |
| Jenna Smith | EMPLOYEE | $140,310 | not reported in the loaded dataset | 2023 |
| Tricia Moody | EMPLOYEE | $139,338 | not reported in the loaded dataset | 2023 |
| Christina Rivera | EMPLOYEE | $137,367 | not reported in the loaded dataset | 2023 |
| Belinda Stoudt | EMPLOYEE | $136,797 | not reported in the loaded dataset | 2023 |
| Kasey Moyer | EMPLOYEE | $132,635 | not reported in the loaded dataset | 2023 |
| Monica Hassler | EMPLOYEE | $130,136 | not reported in the loaded dataset | 2023 |
| Charlotte Houser | EMPLOYEE | $129,686 | not reported in the loaded dataset | 2023 |
| Stacie Weber | EMPLOYEE | $129,589 | not reported in the loaded dataset | 2023 |
| Amber Carnes | EMPLOYEE | $129,328 | not reported in the loaded dataset | 2023 |
| Martin Cullen | EMPLOYEE | $127,724 | not reported in the loaded dataset | 2023 |
| Kelly Leone | EMPLOYEE | $127,349 | not reported in the loaded dataset | 2023 |
| Allyn Seidell | EMPLOYEE | $126,529 | not reported in the loaded dataset | 2023 |
| April Maisonet | EMPLOYEE | $126,335 | not reported in the loaded dataset | 2023 |
| Kristine Brown | EMPLOYEE | $126,186 | not reported in the loaded dataset | 2023 |
| Marcia Moyer | EMPLOYEE | $125,177 | not reported in the loaded dataset | 2023 |
| Dorothy Fair | EMPLOYEE | $123,253 | not reported in the loaded dataset | 2023 |
| Cailin Adams | EMPLOYEE | $121,041 | not reported in the loaded dataset | 2023 |
| James Stricker | EMPLOYEE | $119,513 | not reported in the loaded dataset | 2023 |
| Jill Schmale | EMPLOYEE | $115,404 | not reported in the loaded dataset | 2023 |
| Rusty Kemp | EMPLOYEE | $97,691 | not reported in the loaded dataset | 2023 |
| Robert Genslinger | EMPLOYEE | $91,166 | not reported in the loaded dataset | 2023 |
| Cheryl Burke | EMPLOYEE | $87,130 | not reported in the loaded dataset | 2023 |
| Wotring Law LLC | NONE | $84,618 | not reported in the loaded dataset | 2023 |
| Intercontinental R/E Corporation | NONE | $84,014 | not reported in the loaded dataset | 2023 |
| Kyle Weller | EMPLOYEE | $81,828 | not reported in the loaded dataset | 2023 |
| Judith Stricker | EMPLOYEE | $81,179 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $79,796 | not reported in the loaded dataset | 2023 |
| Peter Shiffer | EMPLOYEE | $77,702 | not reported in the loaded dataset | 2023 |
| Krystal Cruz | EMPLOYEE | $76,154 | not reported in the loaded dataset | 2023 |
| Lori Kemmerer | EMPLOYEE | $75,570 | not reported in the loaded dataset | 2023 |
| Michelle Bickham | EMPLOYEE | $74,825 | not reported in the loaded dataset | 2023 |
| Debra Pfennig | EMPLOYEE | $72,001 | not reported in the loaded dataset | 2023 |
| Lisa Marderness | EMPLOYEE | $71,734 | not reported in the loaded dataset | 2023 |
| Damien Wild | EMPLOYEE | $70,180 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $69,961 | not reported in the loaded dataset | 2023 |
| Richard Pastuszek | EMPLOYEE | $68,505 | not reported in the loaded dataset | 2023 |
| Change Healthcare | NONE | $64,884 | not reported in the loaded dataset | 2023 |
| Kelly Snyder | EMPLOYEE | $62,381 | not reported in the loaded dataset | 2023 |
| Weidenhammer Systems Corp | NONE | $61,959 | not reported in the loaded dataset | 2023 |
| Chemere Pearson | EMPLOYEE | $53,980 | not reported in the loaded dataset | 2023 |
| Amanda Patton | EMPLOYEE | $53,144 | not reported in the loaded dataset | 2023 |
| Lv Print Center | NONE | $52,961 | not reported in the loaded dataset | 2023 |
| Essex Technology Group Inc. | NONE | $50,577 | not reported in the loaded dataset | 2023 |
| Lisa Mieczkowski | EMPLOYEE | $49,229 | not reported in the loaded dataset | 2023 |
| Davis Vision Inc | NONE | $38,906 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $33,564 | not reported in the loaded dataset | 2023 |
| Alliance Community Healthcare Inc. | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Lynn Rothenberger | EMPLOYEE | $27,251 | not reported in the loaded dataset | 2023 |
| Kim Fischer | EMPLOYEE | $25,068 | not reported in the loaded dataset | 2023 |
| Gage Personnel | NONE | $24,939 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $21,542 | $0 | 2023 |
| Delaware Valley Health Care Coal. | NONE | $0 | $20,080 | 2023 |
| Investment Performance Services LLC | NONE | $19,625 | not reported in the loaded dataset | 2023 |
| Stratix Systems Inc. | NONE | $16,058 | not reported in the loaded dataset | 2023 |
| Fabricant & Fabricant Inc | NONE | $0 | $11,397 | 2023 |
| Jim'S Delivery Service | NONE | $9,897 | not reported in the loaded dataset | 2023 |
| Privata Global, LLC | NONE | $9,515 | not reported in the loaded dataset | 2023 |
| Teladoc Health Medical Group, Pa | NONE | $7,693 | not reported in the loaded dataset | 2023 |
| William Shappell | TRUSTEE | $7,077 | not reported in the loaded dataset | 2023 |
| Edwards Business Systems | NONE | $6,775 | not reported in the loaded dataset | 2023 |
| Jim Geise | TRUSTEE | $5,738 | not reported in the loaded dataset | 2023 |
| Bryan Swaim | TRUSTEE | $5,672 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Pennsylvania Teamsters Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wyomissing, PA
- Meritain Health Inc. — Schedule C compensation
- Global Pharmaceutical Benefits LLC — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Foster & Foster/Beyer-Barber Co. — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Cherie Freeman — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Joseph Samolewicz — Schedule C compensation
- Daphne Rossi — Schedule C compensation
- Jenna Smith — Schedule C compensation
- Tricia Moody — Schedule C compensation
- Christina Rivera — Schedule C compensation
- Belinda Stoudt — Schedule C compensation
- Kasey Moyer — Schedule C compensation
- Monica Hassler — Schedule C compensation
- Charlotte Houser — Schedule C compensation
- Stacie Weber — Schedule C compensation
- Amber Carnes — Schedule C compensation
- Martin Cullen — Schedule C compensation
- Kelly Leone — Schedule C compensation
- Allyn Seidell — Schedule C compensation
- April Maisonet — Schedule C compensation
- Kristine Brown — Schedule C compensation
- Marcia Moyer — Schedule C compensation
- Dorothy Fair — Schedule C compensation
- Cailin Adams — Schedule C compensation
- James Stricker — Schedule C compensation
- Jill Schmale — Schedule C compensation
- Rusty Kemp — Schedule C compensation
- Robert Genslinger — Schedule C compensation
- Cheryl Burke — Schedule C compensation
- Wotring Law LLC — Schedule C compensation
- Intercontinental R/E Corporation — Schedule C compensation
- Kyle Weller — Schedule C compensation
- Judith Stricker — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Peter Shiffer — Schedule C compensation
- Krystal Cruz — Schedule C compensation
- Lori Kemmerer — Schedule C compensation
- Michelle Bickham — Schedule C compensation
- Debra Pfennig — Schedule C compensation
- Lisa Marderness — Schedule C compensation
- Damien Wild — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Richard Pastuszek — Schedule C compensation
- Change Healthcare — Schedule C compensation
- Kelly Snyder — Schedule C compensation
- Weidenhammer Systems Corp — Schedule C compensation
- Chemere Pearson — Schedule C compensation
- Amanda Patton — Schedule C compensation
- Lv Print Center — Schedule C compensation
- Essex Technology Group Inc. — Schedule C compensation
- Lisa Mieczkowski — Schedule C compensation
- Davis Vision Inc — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Alliance Community Healthcare Inc. — Schedule C compensation
- Lynn Rothenberger — Schedule C compensation
- Kim Fischer — Schedule C compensation
- Gage Personnel — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Delaware Valley Health Care Coal. — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Stratix Systems Inc. — Schedule C compensation
- Fabricant & Fabricant Inc — Schedule C compensation
- Jim'S Delivery Service — Schedule C compensation
- Privata Global, LLC — Schedule C compensation
- Teladoc Health Medical Group, Pa — Schedule C compensation
- William Shappell — Schedule C compensation
- Edwards Business Systems — Schedule C compensation
- Jim Geise — Schedule C compensation
- Bryan Swaim — Schedule C compensation