Local 682 Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees Teamsters Local 682 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, Local 682 Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees Teamsters Local 682 Health And Welfare Fund under EIN 43-6033487 and plan number 501. The latest loaded filing year is 2023. The filing reports 798 participants and $15,297,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 682 Health And Welfare Fund
- EIN
- 43-6033487
- Plan number
- 501
- Plan type
- 1
- Location
- Maryland Heights, MO
- Latest filing year
- 2023
- Participants
- 798
- End-of-year plan assets
- $15,297,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 798 | H, C | 20241015125823NAL0029705457003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,297,714
- Total liabilities (EOY)
- $1,702,580
- Net assets (EOY)
- $13,595,134
- Net assets (BOY)
- $14,142,367
Income & contributions
- Employer contributions
- $11,572,217
- Participant contributions
- $267,017
- Total contributions
- $11,839,234
- Total income / additions
- $13,256,225
Expenses & distributions
- Benefits paid
- $12,649,202
- Administrative expenses
- $1,154,256
- Total expenses
- $13,803,458
- Net increase / (decrease)
- -$547,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | NONE | $543,684 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $200,111 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber | NONE | $76,925 | not reported in the loaded dataset | 2023 |
| Burr Oak Consulting | NONE | $71,112 | not reported in the loaded dataset | 2023 |
| Assuredpartners Of Missouri | NONE | $38,103 | not reported in the loaded dataset | 2023 |
| Spector, Wolfe, Mclaughlin & O'Mara | NONE | $31,020 | not reported in the loaded dataset | 2023 |
| Impaxrx | NONE | $28,241 | not reported in the loaded dataset | 2023 |
| Cardinal Investment Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | NONE | $15,095 | not reported in the loaded dataset | 2023 |
| Robert Kintz | TRUSTEE | $9,000 | not reported in the loaded dataset | 2023 |
| Fred Kern | TRUSTEE | $9,000 | not reported in the loaded dataset | 2023 |
| Jay Schultehenrich | TRUSTEE | $9,000 | not reported in the loaded dataset | 2023 |
| Ed Kimbrell | TRUSTEE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 682 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Maryland Heights, MO
- Meritain Health — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Anders Minkler Huber — Schedule C compensation
- Burr Oak Consulting — Schedule C compensation
- Assuredpartners Of Missouri — Schedule C compensation
- Spector, Wolfe, Mclaughlin & O'Mara — Schedule C compensation
- Impaxrx — Schedule C compensation
- Cardinal Investment Advisors — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Robert Kintz — Schedule C compensation
- Fred Kern — Schedule C compensation
- Jay Schultehenrich — Schedule C compensation
- Ed Kimbrell — Schedule C compensation