Teamsters Western Region And New Jersey Health Care Fund Active Plan — Form 5500 plan (Teamsters Western Region And New Jersey Health Care 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 Western Region And New Jersey Health Care Fund Active Plan is a benefit plan reported by Teamsters Western Region And New Jersey Health Care Fund under EIN 86-6052021 and plan number 501. The latest loaded filing year is 2023. The filing reports 49,997 participants and $993,397,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Western Region And New Jersey Health Care Fund
- EIN
- 86-6052021
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 49,997
- End-of-year plan assets
- $993,397,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49,997 | H, C | 20250910133225NAL0035132896002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $993,397,629
- Total liabilities (EOY)
- $89,512,459
- Net assets (EOY)
- $903,885,170
- Net assets (BOY)
- $876,824,569
Income & contributions
- Employer contributions
- $731,110,216
- Participant contributions
- $916,462
- Total contributions
- $732,026,678
- Total income / additions
- $903,532,558
Expenses & distributions
- Benefits paid
- $840,733,649
- Administrative expenses
- $35,738,308
- Total expenses
- $876,471,957
- Net increase / (decrease)
- $27,060,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Arizona | NONE | $14,915,197 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $8,713,455 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $5,000,099 | not reported in the loaded dataset | 2023 |
| Camden Bonds Plus Fund LLC | NONE | $961,799 | $0 | 2023 |
| Cotiviti | NONE | $0 | $778,324 | 2023 |
| 98point6 | NONE | $569,940 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $551,448 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $499,291 | not reported in the loaded dataset | 2023 |
| Alan Biller And Associates | NONE | $496,917 | not reported in the loaded dataset | 2023 |
| Cvs Health | NONE | $487,590 | not reported in the loaded dataset | 2023 |
| Neuberger Berman | NONE | $0 | $302,506 | 2023 |
| Kelley Law Group | NONE | $299,498 | not reported in the loaded dataset | 2023 |
| Md Sass, LLC | NONE | $223,202 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $172,710 | not reported in the loaded dataset | 2023 |
| Wellington Ctf Smid Cap Research | NONE | $160,754 | $0 | 2023 |
| Mines And Associates | NONE | $152,355 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management, LLC | NONE | $149,967 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Nhit Core Disciplined | NONE | $142,747 | not reported in the loaded dataset | 2023 |
| Aristotle Pacific Capital LLC | NONE | $140,988 | not reported in the loaded dataset | 2023 |
| Wellington Ctf Intl Contrarian Valu | NONE | $129,714 | $0 | 2023 |
| Aristotle Capital Management | NONE | $119,980 | $0 | 2023 |
| Loomis, Sayles & Company | NONE | $117,615 | $0 | 2023 |
| Henningfield & Associates | NONE | $86,239 | not reported in the loaded dataset | 2023 |
| William Blair Investment Management | NONE | $68,305 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $60,128 | $0 | 2023 |
| Douglas Ruygrok | NONE | $50,549 | not reported in the loaded dataset | 2023 |
| Andrew A Marshall Consulting LLC | NONE | $50,549 | $0 | 2023 |
| American Health Group | NONE | $47,880 | not reported in the loaded dataset | 2023 |
| Alfred Betts | NONE | $46,337 | not reported in the loaded dataset | 2023 |
| Brian Person | NONE | $46,337 | not reported in the loaded dataset | 2023 |
| Chris Langan | NONE | $46,337 | not reported in the loaded dataset | 2023 |
| Claims Technologies, Inc. | NONE | $39,856 | not reported in the loaded dataset | 2023 |
| Segall Bryant And Hamill | NONE | $13,628 | $0 | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $11,424 | 2023 |
| Bnym Mellon Cf Sl Stock Index Fund | NONE | $7,038 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Western Region And New Jersey Health Care Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Bluecross Blueshield Of Arizona — Schedule C compensation
- Aetna — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Camden Bonds Plus Fund LLC — Schedule C compensation
- Cotiviti — Schedule C compensation
- 98point6 — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- The Segal Company — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Cvs Health — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- Md Sass, LLC — Schedule C compensation
- Wellington Ctf Smid Cap Research — Schedule C compensation
- Mines And Associates — Schedule C compensation
- Nuveen Asset Management, LLC — Schedule C compensation
- Loomis Sayles Nhit Core Disciplined — Schedule C compensation
- Aristotle Pacific Capital LLC — Schedule C compensation
- Wellington Ctf Intl Contrarian Valu — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Henningfield & Associates — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Douglas Ruygrok — Schedule C compensation
- Andrew A Marshall Consulting LLC — Schedule C compensation
- American Health Group — Schedule C compensation
- Alfred Betts — Schedule C compensation
- Brian Person — Schedule C compensation
- Chris Langan — Schedule C compensation
- Claims Technologies, Inc. — Schedule C compensation
- Segall Bryant And Hamill — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Bnym Mellon Cf Sl Stock Index Fund — Schedule C compensation