Teamsters Joint Council No. 83 Of Virginia Health — Form 5500 plan (Teamsters Joint Council No. 83 Of Virginia Health & Welfare 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 Joint Council No. 83 Of Virginia Health is a benefit plan reported by Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund under EIN 54-0556299 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,885 participants and $158,466,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund
- EIN
- 54-0556299
- Plan number
- 501
- Plan type
- 1
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 4,885
- End-of-year plan assets
- $158,466,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,885 | H, C | 20241011212030NAL0038330032002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,466,995
- Total liabilities (EOY)
- $22,205,744
- Net assets (EOY)
- $136,261,251
- Net assets (BOY)
- $112,191,845
Income & contributions
- Employer contributions
- $87,196,817
- Participant contributions
- $1,582,972
- Total contributions
- $88,779,789
- Total income / additions
- $107,402,744
Expenses & distributions
- Benefits paid
- $78,924,759
- Administrative expenses
- $4,408,579
- Total expenses
- $83,333,338
- Net increase / (decrease)
- $24,069,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services LLC | ACTUARY | $406,454 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | ATTORNEY | $341,894 | not reported in the loaded dataset | 2023 |
| Eplan Inc | CLAIMS NEGOTIATOR | $315,909 | not reported in the loaded dataset | 2023 |
| Bridgeway | SOFTWARE PROGRAMMER | $291,174 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | INSURANCE BROKER | $157,295 | $0 | 2023 |
| Josh Todd | EMPLOYEE | $139,402 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans Of Va, Inc | DISEASE MANAGEMENT | $116,333 | not reported in the loaded dataset | 2023 |
| Seltek Inc | COMPUTER NETWORK | $104,710 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company LLC | INVESTMENT MANAGER | $94,281 | not reported in the loaded dataset | 2023 |
| Steptoe & Johnson Llp | ATTORNEY | $91,410 | not reported in the loaded dataset | 2023 |
| Tony Shell Jr. | EMPLOYEE | $85,275 | not reported in the loaded dataset | 2023 |
| Segal Consulting | CONSULTANT | $75,414 | $0 | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $63,508 | not reported in the loaded dataset | 2023 |
| Lauren Kane | EMPLOYEE | $49,945 | not reported in the loaded dataset | 2023 |
| Kim Foxwell | EMPLOYEE | $47,660 | not reported in the loaded dataset | 2023 |
| Jessica Reed | EMPLOYEE | $47,337 | not reported in the loaded dataset | 2023 |
| Tabitha Hinson | EMPLOYEE | $46,109 | not reported in the loaded dataset | 2023 |
| Ashley Martin | EMPLOYEE | $46,070 | not reported in the loaded dataset | 2023 |
| Wendy Spagnolo | EMPLOYEE | $45,704 | not reported in the loaded dataset | 2023 |
| Laclaire Sanders | EMPLOYEE | $45,490 | not reported in the loaded dataset | 2023 |
| Danielle Moore | EMPLOYEE | $44,840 | not reported in the loaded dataset | 2023 |
| Catherine Wright | EMPLOYEE | $44,462 | not reported in the loaded dataset | 2023 |
| Velma Hughes | EMPLOYEE | $44,143 | not reported in the loaded dataset | 2023 |
| Rachelle Kenney | EMPLOYEE | $43,201 | not reported in the loaded dataset | 2023 |
| Tammy Poore | EMPLOYEE | $42,900 | not reported in the loaded dataset | 2023 |
| Bianca Valerio | EMPLOYEE | $42,404 | not reported in the loaded dataset | 2023 |
| Vickie Stone | EMPLOYEE | $42,314 | not reported in the loaded dataset | 2023 |
| Evie Rose | EMPLOYEE | $40,150 | not reported in the loaded dataset | 2023 |
| Christopher Wendelgest | EMPLOYEE | $35,435 | not reported in the loaded dataset | 2023 |
| Porscha Cotman | EMPLOYEE | $32,560 | not reported in the loaded dataset | 2023 |
| Mike Davis | EMPLOYEE | $29,158 | $0 | 2023 |
| Segal Marco Advisors | INVESTMENTS ADVISOR | $27,801 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | INVESTMENT MANAGER | $27,251 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | CUSTODIAN | $24,772 | not reported in the loaded dataset | 2023 |
| Kathryn Adams | EMPLOYEE | $23,638 | not reported in the loaded dataset | 2023 |
| Sarah Moore | EMPLOYEE | $16,402 | not reported in the loaded dataset | 2023 |
| Lynda Sykes | EMPLOYEE | $6,246 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Horizon Actuarial Services LLC — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Eplan Inc — Schedule C compensation
- Bridgeway — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Josh Todd — Schedule C compensation
- Anthem Health Plans Of Va, Inc — Schedule C compensation
- Seltek Inc — Schedule C compensation
- Loomis Sayles Trust Company LLC — Schedule C compensation
- Steptoe & Johnson Llp — Schedule C compensation
- Tony Shell Jr. — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Lauren Kane — Schedule C compensation
- Kim Foxwell — Schedule C compensation
- Jessica Reed — Schedule C compensation
- Tabitha Hinson — Schedule C compensation
- Ashley Martin — Schedule C compensation
- Wendy Spagnolo — Schedule C compensation
- Laclaire Sanders — Schedule C compensation
- Danielle Moore — Schedule C compensation
- Catherine Wright — Schedule C compensation
- Velma Hughes — Schedule C compensation
- Rachelle Kenney — Schedule C compensation
- Tammy Poore — Schedule C compensation
- Bianca Valerio — Schedule C compensation
- Vickie Stone — Schedule C compensation
- Evie Rose — Schedule C compensation
- Christopher Wendelgest — Schedule C compensation
- Porscha Cotman — Schedule C compensation
- Mike Davis — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Kathryn Adams — Schedule C compensation
- Sarah Moore — Schedule C compensation
- Lynda Sykes — Schedule C compensation