Plan5500

Teamsters Union Health And Welfare Fund Trust — Form 5500 plan (Teamsters Union Health And Welfare Fund Trusst)

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 Union Health And Welfare Fund Trust is a benefit plan reported by Teamsters Union Health And Welfare Fund Trusst under EIN 66-0254909 and plan number 501. The latest loaded filing year is 2023. The filing reports 714 participants and $2,567,639 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,273,851
Participants714Covered participants reported
Assets / participant$3.6KComputed: assets ÷ participants$3,596 (computed)
Provider compensation$125.7K7 Schedule C provider row(s)$125,712
Plan sponsor
Teamsters Union Health And Welfare Fund Trusst
EIN
66-0254909
Plan number
501
Plan type
1
Location
San Juan, PR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    714 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.3MLiabilities$293.8K
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.8M
Benefits paid / distributions$1.5M
Contributions
Employer$1.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,567,639
Total liabilities (EOY)
$293,788
Net assets (EOY)
$2,273,851
Net assets (BOY)
$2,234,528

Income & contributions

Employer contributions
$1,687,400
Total contributions
$1,687,400
Total income / additions
$1,811,926

Expenses & distributions

Benefits paid
$1,541,391
Administrative expenses
$231,212
Total expenses
$1,772,603
Net increase / (decrease)
$39,323
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets78%Computed ratio
Benefits paid ÷ total income85%Computed ratio
Provider comp. ÷ net assets6%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Aida L. Ortiz Rodriguez$40.3K
    EMPLOYEE · Direct $40.3K
  2. 2
    Yolanda Landrau Ramos$33.8K
    EMPLOYEE · Direct $33.8K
  3. 3
    Victor M. Ortega Ramon$14.6K
    NONE · Direct $14.6K
  4. 4
    Ovidio Ruiz Hernandez$11.5K
    INDEPENDENT CPA · Direct $11.5K
  5. 5
    Doctors Center Hospital San Juan$10.6K
    NONE · Direct $10.6K
  6. 6
    Doctors Center Hospital Manati$8.7K
    NONE · Direct $8.7K
  7. 7
    Denisse Martinez Mendez$6.3K
    NONE · Direct $6.3K

What to inspect next

Frequently asked questions

Who sponsors the Teamsters Union Health And Welfare Fund Trust?
Teamsters Union Health And Welfare Fund Trust is reported as sponsored by Teamsters Union Health And Welfare Fund Trusst (EIN 66-0254909, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Teamsters Union Health And Welfare Fund Trust?
The latest Form 5500 filing year loaded for Teamsters Union Health And Welfare Fund Trust is 2023.
How many participants does Teamsters Union Health And Welfare Fund Trust report?
Teamsters Union Health And Welfare Fund Trust reports 714 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Teamsters Union Health And Welfare Fund Trust?
Teamsters Union Health And Welfare Fund Trust reports $2,567,639 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages