Teamsters Local Union No. 727 Health And Welfare P — Form 5500 plan (Teamsters Local Union No. 727 Health And 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 Union No. 727 Health And Welfare P is a benefit plan reported by Teamsters Local Union No. 727 Health And Welfare Fund under EIN 36-6069119 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,883 participants and $138,847,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local Union No. 727 Health And Welfare Fund
- EIN
- 36-6069119
- Plan number
- 501
- Plan type
- 1
- Location
- Park Ridge, IL
- Latest filing year
- 2023
- Participants
- 3,883
- End-of-year plan assets
- $138,847,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,883 | H, C | 20241215094440NAL0000389313002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,847,011
- Total liabilities (EOY)
- $13,602,186
- Net assets (EOY)
- $125,244,825
- Net assets (BOY)
- $101,127,493
Income & contributions
- Employer contributions
- $83,888,513
- Participant contributions
- $268,348
- Total contributions
- $84,156,861
- Total income / additions
- $97,157,260
Expenses & distributions
- Benefits paid
- $70,290,706
- Administrative expenses
- $2,749,222
- Total expenses
- $73,039,928
- Net increase / (decrease)
- $24,117,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Care Service Corporation | NONE | $2,371,301 | $0 | 2023 |
| Everside Health | NONE | $2,267,743 | not reported in the loaded dataset | 2023 |
| Elite Administration & Insurance | NONE | $1,163,392 | $20,801 | 2023 |
| Paydhealth | NONE | $866,376 | not reported in the loaded dataset | 2023 |
| B. Rodriguez | EMPLOYEE | $185,986 | not reported in the loaded dataset | 2023 |
| S. Johnson | EMPLOYEE | $172,829 | not reported in the loaded dataset | 2023 |
| R. Laino | ADMINISTRATOR | $165,168 | not reported in the loaded dataset | 2023 |
| T. Marino | EMPLOYEE | $162,435 | not reported in the loaded dataset | 2023 |
| Viveka Health, Inc. | NONE | $159,878 | not reported in the loaded dataset | 2023 |
| B. Affetto | EMPLOYEE | $157,766 | not reported in the loaded dataset | 2023 |
| S. Brull | EMPLOYEE | $147,001 | not reported in the loaded dataset | 2023 |
| M. Pryor | EMPLOYEE | $135,321 | not reported in the loaded dataset | 2023 |
| Z. Frankenbach | EMPLOYEE | $134,009 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $117,197 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $115,156 | not reported in the loaded dataset | 2023 |
| A. Jozwicki | EMPLOYEE | $110,635 | not reported in the loaded dataset | 2023 |
| C. Laino | EMPLOYEE | $87,847 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $83,960 | not reported in the loaded dataset | 2023 |
| Ctm Legal Group | OWNER IS BRO. OF TRUSTEE | $81,582 | not reported in the loaded dataset | 2023 |
| J. Martinez | EMPLOYEE | $75,875 | not reported in the loaded dataset | 2023 |
| Foster And Foster | NONE | $66,537 | not reported in the loaded dataset | 2023 |
| Compsych | NONE | $62,690 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $61,662 | not reported in the loaded dataset | 2023 |
| C. Jacobazzi | EMPLOYEE | $54,943 | not reported in the loaded dataset | 2023 |
| G. Shamoon | EMPLOYEE | $49,442 | not reported in the loaded dataset | 2023 |
| R. Clancy | EMPLOYEE | $48,623 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $48,056 | not reported in the loaded dataset | 2023 |
| V. Naples | EMPLOYEE | $47,949 | not reported in the loaded dataset | 2023 |
| Buck Global | NONE | $43,912 | not reported in the loaded dataset | 2023 |
| M. Vendafreddo | EMPLOYEE | $39,206 | not reported in the loaded dataset | 2023 |
| B. Martinez | EMPLOYEE | $37,759 | not reported in the loaded dataset | 2023 |
| G. Youmans | TRUSTEE | $33,553 | not reported in the loaded dataset | 2023 |
| Sommers And Fahrenbach | NONE | $31,725 | not reported in the loaded dataset | 2023 |
| C. Tominberg | TRUSTEE | $27,398 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $27,335 | $0 | 2023 |
| R. Macarthur | EMPLOYEE | $26,675 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $14,533 | $0 | 2023 |
| Mr. Microchip | NONE | $11,642 | not reported in the loaded dataset | 2023 |
| Strategic Capital | NONE | $8,333 | not reported in the loaded dataset | 2023 |
| K-Plus Technology Solutions | NONE | $6,234 | not reported in the loaded dataset | 2023 |
| N. Micaletti | TRUSTEE | $6,175 | not reported in the loaded dataset | 2023 |
| M. Degard | TRUSTEE | $5,588 | not reported in the loaded dataset | 2023 |
| Mnj Technologies | NONE | $5,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local Union No. 727 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Park Ridge, IL
- Health Care Service Corporation — Schedule C compensation
- Everside Health — Schedule C compensation
- Elite Administration & Insurance — Schedule C compensation
- Paydhealth — Schedule C compensation
- B. Rodriguez — Schedule C compensation
- S. Johnson — Schedule C compensation
- R. Laino — Schedule C compensation
- T. Marino — Schedule C compensation
- Viveka Health, Inc. — Schedule C compensation
- B. Affetto — Schedule C compensation
- S. Brull — Schedule C compensation
- M. Pryor — Schedule C compensation
- Z. Frankenbach — Schedule C compensation
- Valenz Care — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- A. Jozwicki — Schedule C compensation
- C. Laino — Schedule C compensation
- National Investment Services — Schedule C compensation
- Ctm Legal Group — Schedule C compensation
- J. Martinez — Schedule C compensation
- Foster And Foster — Schedule C compensation
- Compsych — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- C. Jacobazzi — Schedule C compensation
- G. Shamoon — Schedule C compensation
- R. Clancy — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- V. Naples — Schedule C compensation
- Buck Global — Schedule C compensation
- M. Vendafreddo — Schedule C compensation
- B. Martinez — Schedule C compensation
- G. Youmans — Schedule C compensation
- Sommers And Fahrenbach — Schedule C compensation
- C. Tominberg — Schedule C compensation
- Comerica — Schedule C compensation
- R. Macarthur — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Mr. Microchip — Schedule C compensation
- Strategic Capital — Schedule C compensation
- K-Plus Technology Solutions — Schedule C compensation
- N. Micaletti — Schedule C compensation
- M. Degard — Schedule C compensation
- Mnj Technologies — Schedule C compensation