New York State Teamsters Council United Parcel Ser Retiree Health Fund — Form 5500 plan (New York State Teamsters Council United Parcel Service Retiree Health)
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, New York State Teamsters Council United Parcel Ser Retiree Health Fund is a benefit plan reported by New York State Teamsters Council United Parcel Service Retiree Health under EIN 46-4111565 and plan number 501. The latest loaded filing year is 2023. The filing reports 530 participants and $23,284,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York State Teamsters Council United Parcel Service Retiree Health
- EIN
- 46-4111565
- Plan number
- 501
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 530
- End-of-year plan assets
- $23,284,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 530 | H, C | 20241015145652NAL0058268658005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,284,297
- Total liabilities (EOY)
- $857,880
- Net assets (EOY)
- $22,426,417
- Net assets (BOY)
- $20,676,453
Income & contributions
- Employer contributions
- $7,327,491
- Participant contributions
- $1,535,150
- Total contributions
- $8,862,641
- Total income / additions
- $10,508,466
Expenses & distributions
- Benefits paid
- $8,023,851
- Administrative expenses
- $734,651
- Total expenses
- $8,758,502
- Net increase / (decrease)
- $1,749,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excellus Bluecross Blueshield | NONE | $240,226 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $78,216 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss And Simon | NONE | $47,310 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | NONE | $40,800 | not reported in the loaded dataset | 2023 |
| One Group Ny Inc. | NONE | $34,432 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $12,875 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $9,526 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co., Llp | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New York State Teamsters Council United Parcel Service Retiree Health
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Excellus Bluecross Blueshield — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Cohen, Weiss And Simon — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- One Group Ny Inc. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation