Indiana Teamsters Health Benefits Fund Retiree Plan — Form 5500 plan (Board Of Trustees Of The Indiana Teamsters Health Benefits 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, Indiana Teamsters Health Benefits Fund Retiree Plan is a benefit plan reported by Board Of Trustees Of The Indiana Teamsters Health Benefits Fund under EIN 35-1074113 and plan number 502. The latest loaded filing year is 2023. The filing reports 143 participants and $3,674,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Indiana Teamsters Health Benefits Fund
- EIN
- 35-1074113
- Plan number
- 502
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $3,674,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241014140705NAL0052600546002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,674,419
- Total liabilities (EOY)
- $157,000
- Net assets (EOY)
- $3,517,419
- Net assets (BOY)
- $2,237,843
Income & contributions
- Employer contributions
- $2,244,746
- Participant contributions
- $37,600
- Total contributions
- $2,282,346
- Total income / additions
- $2,591,788
Expenses & distributions
- Benefits paid
- $1,178,457
- Administrative expenses
- $133,755
- Total expenses
- $1,312,212
- Net increase / (decrease)
- $1,279,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everside Health, LLC | CONSULTING | $168,942 | not reported in the loaded dataset | 2023 |
| Anthem Healthcare | CLAIMS REPRICING | $69,064 | not reported in the loaded dataset | 2023 |
| Teamsters Local 135 | CONTRACT ADMINISTRATOR | $27,347 | not reported in the loaded dataset | 2023 |
| Siho Management | CASE MANAGMENT | $9,305 | not reported in the loaded dataset | 2023 |
| Alatek, LLC | OTHER | $5,925 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Indiana Teamsters Health Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Everside Health, LLC — Schedule C compensation
- Anthem Healthcare — Schedule C compensation
- Teamsters Local 135 — Schedule C compensation
- Siho Management — Schedule C compensation
- Alatek, LLC — Schedule C compensation