Local 705 Intl Brotherhood Of Teamsters Health And Welfare Fund — Form 5500 plan (Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr)
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, Local 705 Intl Brotherhood Of Teamsters Health And Welfare Fund is a benefit plan reported by Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr under EIN 36-2688697 and plan number 502. The latest loaded filing year is 2023. The filing reports 2,038 participants and $106,968,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr
- EIN
- 36-2688697
- Plan number
- 502
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,038
- End-of-year plan assets
- $106,968,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,038 | H, C | 20241008090730NAL0009495107004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,968,722
- Total liabilities (EOY)
- $9,933,482
- Net assets (EOY)
- $97,035,240
- Net assets (BOY)
- $90,004,473
Income & contributions
- Employer contributions
- $39,488,945
- Participant contributions
- $648,336
- Total contributions
- $40,137,281
- Total income / additions
- $46,372,749
Expenses & distributions
- Benefits paid
- $37,161,949
- Administrative expenses
- $2,180,033
- Total expenses
- $39,341,982
- Net increase / (decrease)
- $7,030,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Care Service Corporation | NONE | $1,092,646 | $0 | 2023 |
| The Segal Company, Inc. | NONE | $161,535 | not reported in the loaded dataset | 2023 |
| S. Curatola | EMPLOYEE | $157,919 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $128,670 | not reported in the loaded dataset | 2023 |
| S. Hembree | EMPLOYEE | $114,166 | not reported in the loaded dataset | 2023 |
| K. Gonzalez | EMPLOYEE | $111,773 | not reported in the loaded dataset | 2023 |
| K. Daniels | EMPLOYEE | $94,466 | not reported in the loaded dataset | 2023 |
| Graff, Ballauer & Blanski, P.C. | NONE | $89,385 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $84,678 | not reported in the loaded dataset | 2023 |
| S. Hembree | EMPLOYEE | $83,350 | not reported in the loaded dataset | 2023 |
| J. Witt | PLAN ADMINISTRATOR | $76,652 | not reported in the loaded dataset | 2023 |
| J. Silva | EMPLOYEE | $70,258 | not reported in the loaded dataset | 2023 |
| A. Wojciechowski | EMPLOYEE | $66,494 | not reported in the loaded dataset | 2023 |
| Zelis Payments Holdings, LLC | NONE | $64,185 | $237 | 2023 |
| A. Mcclure | EMPLOYEE | $60,557 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $58,920 | not reported in the loaded dataset | 2023 |
| C. Boggs | EMPLOYEE | $56,247 | not reported in the loaded dataset | 2023 |
| L. Palmsone | EMPLOYEE | $55,433 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $45,268 | not reported in the loaded dataset | 2023 |
| S. Roman | EMPLOYEE | $43,467 | not reported in the loaded dataset | 2023 |
| National Cooperative Rx | NONE | $0 | $42,533 | 2023 |
| Compsych Corporation | NONE | $41,789 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $35,954 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| P. Roule | EMPLOYEE | $24,398 | not reported in the loaded dataset | 2023 |
| Dental Network Of America | NONE | $21,181 | not reported in the loaded dataset | 2023 |
| B. Mullane | EMPLOYEE | $13,168 | not reported in the loaded dataset | 2023 |
| Schiele Graphics, Inc. | NONE | $11,432 | not reported in the loaded dataset | 2023 |
| Mesirow Insurance Service, Inc. | NONE | $0 | $10,149 | 2023 |
| Fair Health Inc | NONE | $8,708 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Health Care Service Corporation — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- S. Curatola — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- S. Hembree — Schedule C compensation
- K. Gonzalez — Schedule C compensation
- K. Daniels — Schedule C compensation
- Graff, Ballauer & Blanski, P.C. — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- J. Witt — Schedule C compensation
- J. Silva — Schedule C compensation
- A. Wojciechowski — Schedule C compensation
- Zelis Payments Holdings, LLC — Schedule C compensation
- A. Mcclure — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd. — Schedule C compensation
- C. Boggs — Schedule C compensation
- L. Palmsone — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- S. Roman — Schedule C compensation
- National Cooperative Rx — Schedule C compensation
- Compsych Corporation — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- P. Roule — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- B. Mullane — Schedule C compensation
- Schiele Graphics, Inc. — Schedule C compensation
- Mesirow Insurance Service, Inc. — Schedule C compensation
- Fair Health Inc — Schedule C compensation