Teamsters Local No. 377 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of Teamsters Local No. 377 Health & 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, Teamsters Local No. 377 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of Teamsters Local No. 377 Health & Welfare Fund under EIN 34-0755508 and plan number 501. The latest loaded filing year is 2023. The filing reports 468 participants and $10,735,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Local No. 377 Health & Welfare Fund
- EIN
- 34-0755508
- Plan number
- 501
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 468
- End-of-year plan assets
- $10,735,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H, C | 20250606081009NAL0012178785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,735,914
- Total liabilities (EOY)
- $301,638
- Net assets (EOY)
- $10,434,276
- Net assets (BOY)
- $9,181,812
Income & contributions
- Employer contributions
- $7,207,398
- Participant contributions
- $4,770
- Total contributions
- $7,212,168
- Total income / additions
- $8,234,997
Expenses & distributions
- Benefits paid
- $6,602,998
- Administrative expenses
- $379,535
- Total expenses
- $6,982,533
- Net increase / (decrease)
- $1,252,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Community Insurance Co | N/A | $325,217 | not reported in the loaded dataset | 2023 |
| Benesys | N/A | $185,490 | not reported in the loaded dataset | 2023 |
| The Segal Company | N/A | $85,247 | not reported in the loaded dataset | 2023 |
| Packer Thomas | N/A | $40,540 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | N/A | $14,000 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | N/A | $9,981 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Local No. 377 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Anthem Community Insurance Co — Schedule C compensation
- Benesys — Schedule C compensation
- The Segal Company — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation