Employer-Teamsters Local Unions 175 & 505 Retiree Health Fund — Form 5500 plan (Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health 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, Employer-Teamsters Local Unions 175 & 505 Retiree Health Fund is a benefit plan reported by Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health Fund under EIN 46-4163407 and plan number 501. The latest loaded filing year is 2023. The filing reports 734 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health Fund
- EIN
- 46-4163407
- Plan number
- 501
- Plan type
- 1
- Location
- South Charleston, WV
- Latest filing year
- 2023
- Participants
- 734
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 734 | H, C | 20241015204333NAL0015387027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $274,123
- Net assets (EOY)
- -$274,123
- Net assets (BOY)
- -$455,502
Income & contributions
- Employer contributions
- $1,243,900
- Participant contributions
- $2,197,974
- Total contributions
- $3,441,874
- Total income / additions
- $3,362,474
Expenses & distributions
- Benefits paid
- $2,984,124
- Administrative expenses
- $196,971
- Total expenses
- $3,181,095
- Net increase / (decrease)
- $181,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $143,414 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans | NONE | $33,365 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $8,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in South Charleston, WV
- American Benefit Corporation — Schedule C compensation
- Anthem Health Plans — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation