Teamsters #261 And Employers Welfare Fund — Form 5500 plan (Teamsters 261 And Employers)
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 #261 And Employers Welfare Fund is a benefit plan reported by Teamsters 261 And Employers under EIN 25-1002501 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,342 participants and $19,165,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters 261 And Employers
- EIN
- 25-1002501
- Plan number
- 501
- Plan type
- 1
- Location
- New Castle, PA
- Latest filing year
- 2023
- Participants
- 2,342
- End-of-year plan assets
- $19,165,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,342 | H, C | 20241014150256NAL0046494240003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,165,078
- Total liabilities (EOY)
- $4,456,681
- Net assets (EOY)
- $14,708,397
- Net assets (BOY)
- $16,470,451
Income & contributions
- Employer contributions
- $35,930,450
- Participant contributions
- $188,761
- Total contributions
- $36,119,211
- Total income / additions
- $41,187,942
Expenses & distributions
- Benefits paid
- $39,838,769
- Administrative expenses
- $3,111,227
- Total expenses
- $42,949,996
- Net increase / (decrease)
- -$1,762,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | NONE | $2,548,077 | not reported in the loaded dataset | 2023 |
| Xpyria Investment Advisors | NONE | $86,834 | not reported in the loaded dataset | 2023 |
| Foour M Consulting | NONE | $81,420 | not reported in the loaded dataset | 2023 |
| Colleen D. Simmons | EMPLOYEE | $76,875 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefits Technology | NONE | $53,398 | not reported in the loaded dataset | 2023 |
| Amy Haney | EMPLOYEE | $37,604 | not reported in the loaded dataset | 2023 |
| Jubelirer, Pass & Interieri | NONE | $22,400 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $14,200 | not reported in the loaded dataset | 2023 |
| Albanese Sinchar Smith & Co. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Phoenix Benefits Group, Inc. | NONE | $6,675 | not reported in the loaded dataset | 2023 |
| Nellcom Technologies | NONE | $6,513 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters 261 And Employers
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in New Castle, PA
- Highmark — Schedule C compensation
- Xpyria Investment Advisors — Schedule C compensation
- Foour M Consulting — Schedule C compensation
- Colleen D. Simmons — Schedule C compensation
- Bridgeway Benefits Technology — Schedule C compensation
- Amy Haney — Schedule C compensation
- Jubelirer, Pass & Interieri — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Albanese Sinchar Smith & Co. — Schedule C compensation
- Phoenix Benefits Group, Inc. — Schedule C compensation
- Nellcom Technologies — Schedule C compensation