Teamsters Local 639 - Employers Health Trust Fund — Form 5500 plan (Joint Board Of Trustees Of Local 639 Employers Health Trust 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, Teamsters Local 639 - Employers Health Trust Fund is a benefit plan reported by Joint Board Of Trustees Of Local 639 Employers Health Trust Fund under EIN 53-0209136 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,898 participants and $325,214,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Local 639 Employers Health Trust Fund
- EIN
- 53-0209136
- Plan number
- 501
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 6,898
- End-of-year plan assets
- $325,214,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,898 | H, C | 20241014114950NAL0013230483003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $325,214,665
- Total liabilities (EOY)
- $3,922,587
- Net assets (EOY)
- $321,292,078
- Net assets (BOY)
- $287,872,329
Income & contributions
- Employer contributions
- $52,195,242
- Participant contributions
- $289,928
- Total contributions
- $52,485,170
- Total income / additions
- $69,486,574
Expenses & distributions
- Benefits paid
- $32,180,576
- Administrative expenses
- $3,886,249
- Total expenses
- $36,066,825
- Net increase / (decrease)
- $33,419,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dental Health Centers & Associates | NONE | $2,305,344 | not reported in the loaded dataset | 2023 |
| Cigna Healthcare | NONE | $1,150,065 | $0 | 2023 |
| Benesys | ADMINISTRATOR | $989,436 | not reported in the loaded dataset | 2023 |
| Morgan Lewis Et Al | NONE | $330,454 | not reported in the loaded dataset | 2023 |
| Mooney Green Saindon Murphy & Welch | NONE | $279,002 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $245,683 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $209,661 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $122,764 | not reported in the loaded dataset | 2023 |
| Segal Bryant Hamill | NONE | $94,797 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $72,702 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $41,495 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Janus Dba Business Health Services | NONE | $17,695 | not reported in the loaded dataset | 2023 |
| Michael Bull | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Eric Weiss | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Philip Giles | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Raymond Howard | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Frank Stegman | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Thomas Ratliff | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $7,236 | not reported in the loaded dataset | 2023 |
| John Gibson | TRUSTEE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Local 639 Employers Health Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Dental Health Centers & Associates — Schedule C compensation
- Cigna Healthcare — Schedule C compensation
- Benesys — Schedule C compensation
- Morgan Lewis Et Al — Schedule C compensation
- Mooney Green Saindon Murphy & Welch — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Segal Bryant Hamill — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Northern Trust — Schedule C compensation
- Janus Dba Business Health Services — Schedule C compensation
- Michael Bull — Schedule C compensation
- Eric Weiss — Schedule C compensation
- Philip Giles — Schedule C compensation
- Raymond Howard — Schedule C compensation
- Frank Stegman — Schedule C compensation
- Thomas Ratliff — Schedule C compensation
- Cheiron — Schedule C compensation
- John Gibson — Schedule C compensation