Teamsters Local 922 - Employer Health Trust — Form 5500 plan (Teamsters Local 922 - Employers Health Trust)
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 Local 922 - Employer Health Trust is a benefit plan reported by Teamsters Local 922 - Employers Health Trust under EIN 52-1158708 and plan number 575. The latest loaded filing year is 2023. The filing reports 498 participants and $8,747,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 922 - Employers Health Trust
- EIN
- 52-1158708
- Plan number
- 575
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 498
- End-of-year plan assets
- $8,747,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 498 | H, C | 20250703151919NAL0001189984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,747,350
- Total liabilities (EOY)
- $1,584,994
- Net assets (EOY)
- $7,162,356
- Net assets (BOY)
- $5,357,558
Income & contributions
- Employer contributions
- $6,764,094
- Participant contributions
- $2,312,289
- Total contributions
- $9,076,383
- Total income / additions
- $10,087,404
Expenses & distributions
- Benefits paid
- $7,871,368
- Administrative expenses
- $411,238
- Total expenses
- $8,282,606
- Net increase / (decrease)
- $1,804,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $242,087 | not reported in the loaded dataset | 2023 |
| American Health Holding | NONE | $28,698 | not reported in the loaded dataset | 2023 |
| Mooney Green Baker And Saindon | NONE | $27,985 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $20,800 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Capital One | NONE | $11,726 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 922 - Employers Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Benesys — Schedule C compensation
- American Health Holding — Schedule C compensation
- Mooney Green Baker And Saindon — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Capital One — Schedule C compensation