Plan5500

Cleveland Bakers And Teamsters Health And Welfare Fund — Form 5500 plan (Joint Bot Cleveland Bakers And Teamsters H & W 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, Cleveland Bakers And Teamsters Health And Welfare Fund is a benefit plan reported by Joint Bot Cleveland Bakers And Teamsters H & W Fund under EIN 34-0753693 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,247 participants and $111,477,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Bot Cleveland Bakers And Teamsters H & W Fund
EIN
34-0753693
Plan number
501
Plan type
1
Location
Valley View, OH
Latest filing year
2023
Participants
7,247
End-of-year plan assets
$111,477,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,247H, C20241014222049NAL0028381953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,477,545
Total liabilities (EOY)
$6,337,881
Net assets (EOY)
$105,139,664
Net assets (BOY)
$87,960,596

Income & contributions

Employer contributions
$71,822,420
Participant contributions
$6,801,948
Total contributions
$78,624,368
Total income / additions
$88,584,299

Expenses & distributions

Benefits paid
$65,902,815
Administrative expenses
$5,502,416
Total expenses
$71,405,231
Net increase / (decrease)
$17,179,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Broadreach Medical ResourcesNONE$7,635,829not reported in the loaded dataset2023
CignaNONE$1,960,350$02023
Payer MatrixNONE$1,429,630not reported in the loaded dataset2023
Everside HealthNONE$1,209,904not reported in the loaded dataset2023
Hmc Healthworks Inc.NONE$460,779not reported in the loaded dataset2023
Hello HeartNONE$345,744not reported in the loaded dataset2023
The James B. Oswald CompanyNONE$281,377not reported in the loaded dataset2023
LivongoNONE$173,116not reported in the loaded dataset2023
Delta Dental Plan Of OhioNONE$154,710not reported in the loaded dataset2023
Faulkner, Hoffman & PhillipsNONE$135,057not reported in the loaded dataset2023
Abby PecoraroEMPLOYEE$121,148not reported in the loaded dataset2023
Lsv Asset ManagementNONE$117,896not reported in the loaded dataset2023
QwestcomNONE$108,942not reported in the loaded dataset2023
Andrea SmithEMPLOYEE$101,900not reported in the loaded dataset2023
Michael KreisEMPLOYEE$94,476not reported in the loaded dataset2023
Rsm Us LlpNONE$93,774not reported in the loaded dataset2023
Lamar FloydEMPLOYEE$90,083not reported in the loaded dataset2023
TeledocNONE$85,321not reported in the loaded dataset2023
Jeralynn SchnellEMPLOYEE$80,673not reported in the loaded dataset2023
Gallagher Fiduciary AdvisorsNONE$71,980not reported in the loaded dataset2023
Linda JohnsEMPLOYEE$66,966not reported in the loaded dataset2023
Keitha NunnEMPLOYEE$48,526not reported in the loaded dataset2023
Angela KanzigEMPLOYEE$47,886not reported in the loaded dataset2023
Sheri SarichEMPLOYEE$46,732not reported in the loaded dataset2023
Briand MorrisEMPLOYEE$46,310not reported in the loaded dataset2023
MorelandconnectNONE$43,846not reported in the loaded dataset2023
Todd AssociatesNONE$43,462not reported in the loaded dataset2023
Gina Morgan-BashinskyEMPLOYEE$40,195not reported in the loaded dataset2023
Janine VeveEMPLOYEE$33,881not reported in the loaded dataset2023
VspNONE$29,807not reported in the loaded dataset2023
Bny Mellon Asset ServicingNONE$26,346not reported in the loaded dataset2023
Blackrock Institutional TrustNONE$20,515not reported in the loaded dataset2023
Western AssetNONE$14,300not reported in the loaded dataset2023
Wainblat Law LLCNONE$14,000not reported in the loaded dataset2023
AcuityNONE$10,417not reported in the loaded dataset2023
Cincinnati InsuranceNONE$7,557not reported in the loaded dataset2023

Related Form 5500 pages