Utah-Idaho Teamsters Retirees' Trust — Form 5500 plan (Board Of Trustees, Utah-Idaho Teamsters Retirees')
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, Utah-Idaho Teamsters Retirees' Trust is a benefit plan reported by Board Of Trustees, Utah-Idaho Teamsters Retirees' under EIN 45-2137944 and plan number 501. The latest loaded filing year is 2023. The filing reports 635 participants and $88,837,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Utah-Idaho Teamsters Retirees'
- EIN
- 45-2137944
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 635
- End-of-year plan assets
- $88,837,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 635 | H, C | 20250801115504NAL0006219089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,837,485
- Total liabilities (EOY)
- $8,937
- Net assets (EOY)
- $88,828,548
- Net assets (BOY)
- $74,078,166
Income & contributions
- Employer contributions
- $14,590,609
- Participant contributions
- $574,068
- Total contributions
- $15,164,677
- Total income / additions
- $21,062,915
Expenses & distributions
- Benefits paid
- $5,606,368
- Administrative expenses
- $706,165
- Total expenses
- $6,312,533
- Net increase / (decrease)
- $14,750,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $222,575 | $0 | 2023 |
| Southwest Service Administrators | NONE | $208,124 | $0 | 2023 |
| Morgan Stanley | NONE | $48,585 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $40,217 | $0 | 2023 |
| The Segal Company | NONE | $28,453 | $0 | 2023 |
| Us Bank | NONE | $19,530 | $0 | 2023 |
| Roy And Associates | NONE | $18,500 | $0 | 2023 |
| Optumrx | NONE | $17,197 | $0 | 2023 |
| Alan D Biller Associates Inc | NONE | $13,129 | $0 | 2023 |
| Principal Custody Solutions | NONE | $9,806 | $0 | 2023 |
| Ryan Rapp Pacheco & Kelley, Plc | NONE | $6,563 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Utah-Idaho Teamsters Retirees'
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Cigna Health & Life Insurance Co — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Roy And Associates — Schedule C compensation
- Optumrx — Schedule C compensation
- Alan D Biller Associates Inc — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Ryan Rapp Pacheco & Kelley, Plc — Schedule C compensation