Area Teamsters Insurance Plan And Trust — Form 5500 plan (Trustees Of Area Teamsters Insurance Benefit Plan)

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, Area Teamsters Insurance Plan And Trust is a benefit plan reported by Trustees Of Area Teamsters Insurance Benefit Plan under EIN 36-4250648 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,203 participants and $1,545,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Area Teamsters Insurance Benefit Plan
EIN
36-4250648
Plan number
501
Plan type
1
Location
Lyons, IL
Latest filing year
2023
Participants
3,203
End-of-year plan assets
$1,545,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,203H, C20240926160943NAL0001031841003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,545,322
Total liabilities (EOY)
$68,090
Net assets (EOY)
$1,477,232
Net assets (BOY)
$1,165,639

Income & contributions

Employer contributions
$4,184,549
Participant contributions
$6,084
Total contributions
$4,190,633
Total income / additions
$4,224,199

Expenses & distributions

Benefits paid
$3,755,677
Administrative expenses
$156,929
Total expenses
$3,912,606
Net increase / (decrease)
$311,593

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Elena OrtizEMPLOYEE$94,666not reported in the loaded dataset2023
Calibre Cpa GroupNONE$11,953not reported in the loaded dataset2023

Related Form 5500 pages