Teamsters Joint Council 32 - Employers Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Teamsters Joint Council 32 -)
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 Joint Council 32 - Employers Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Teamsters Joint Council 32 - under EIN 41-0855601 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,792 participants and $74,730,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Teamsters Joint Council 32 -
- EIN
- 41-0855601
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 3,792
- End-of-year plan assets
- $74,730,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,792 | H, C | 20241015180549NAL0057605442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,730,056
- Total liabilities (EOY)
- $5,939,036
- Net assets (EOY)
- $68,791,020
- Net assets (BOY)
- $62,305,922
Income & contributions
- Employer contributions
- $67,142,404
- Participant contributions
- $3,089,495
- Total contributions
- $70,231,899
- Total income / additions
- $73,263,652
Expenses & distributions
- Benefits paid
- $65,403,400
- Administrative expenses
- $1,375,154
- Total expenses
- $66,778,554
- Net increase / (decrease)
- $6,485,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $1,029,347 | $0 | 2023 |
| Wilson-Mcshane Corporation | NONE | $901,920 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $357,697 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $86,025 | not reported in the loaded dataset | 2023 |
| Union Bank And Trust | NONE | $80,926 | $0 | 2023 |
| Andrew, Bransky, & Poole, P.A. | NONE | $68,193 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $66,000 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $56,689 | not reported in the loaded dataset | 2023 |
| National Investment Services, LLC | NONE | $54,570 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $37,700 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $17,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Teamsters Joint Council 32 -
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Umr, Inc. — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Delta Dental — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Union Bank And Trust — Schedule C compensation
- Andrew, Bransky, & Poole, P.A. — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- National Investment Services, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Marquette Associates — Schedule C compensation