Teamsters Ohio Contractors Association Health And Welfare Fund — Form 5500 plan (Board Of Trustees - Teamsters Oh Contractors Assn Health & Welfare)
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 Ohio Contractors Association Health And Welfare Fund is a benefit plan reported by Board Of Trustees - Teamsters Oh Contractors Assn Health & Welfare under EIN 31-0894937 and plan number 501. The latest loaded filing year is 2023. The filing reports 367 participants and $6,920,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Teamsters Oh Contractors Assn Health & Welfare
- EIN
- 31-0894937
- Plan number
- 501
- Plan type
- 1
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $6,920,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20250814101506NAL0009004323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,920,228
- Total liabilities (EOY)
- $5,204,209
- Net assets (EOY)
- $1,716,019
- Net assets (BOY)
- $4,407,232
Income & contributions
- Employer contributions
- $6,220,094
- Participant contributions
- $40,025
- Total contributions
- $6,260,119
- Total income / additions
- $7,474,589
Expenses & distributions
- Benefits paid
- $10,144,631
- Administrative expenses
- $881,840
- Total expenses
- $11,026,471
- Net increase / (decrease)
- -$3,551,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ohio Conf Of Teamsters H & W Fund | FUND ADMINISTRATIVE COSTS | $242,481 | not reported in the loaded dataset | 2023 |
| Medical Mutual | NONE | $176,337 | not reported in the loaded dataset | 2023 |
| Empirx Health LLC | NONE | $170,361 | not reported in the loaded dataset | 2023 |
| Shumaker Loop And Kendrick | NONE | $53,828 | not reported in the loaded dataset | 2023 |
| The James B Oswald Company | NONE | $51,069 | not reported in the loaded dataset | 2023 |
| Strategic Capital Invest Advisors | NONE | $24,694 | not reported in the loaded dataset | 2023 |
| Huntington Bank | NONE | $20,369 | not reported in the loaded dataset | 2023 |
| Remedy Analytics Inc | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa Inc | NONE | $18,900 | not reported in the loaded dataset | 2023 |
| Swallen Lawhun And Company | NONE | $18,300 | not reported in the loaded dataset | 2023 |
| Delta Dental Plan Of Ohio Inc | NONE | $11,743 | not reported in the loaded dataset | 2023 |
| Audionet America LLC | NONE | $5,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Teamsters Oh Contractors Assn Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Ohio Conf Of Teamsters H & W Fund — Schedule C compensation
- Medical Mutual — Schedule C compensation
- Empirx Health LLC — Schedule C compensation
- Shumaker Loop And Kendrick — Schedule C compensation
- The James B Oswald Company — Schedule C compensation
- Strategic Capital Invest Advisors — Schedule C compensation
- Huntington Bank — Schedule C compensation
- Remedy Analytics Inc — Schedule C compensation
- Yurchyk & Davis Cpa Inc — Schedule C compensation
- Swallen Lawhun And Company — Schedule C compensation
- Delta Dental Plan Of Ohio Inc — Schedule C compensation
- Audionet America LLC — Schedule C compensation