Utah-Idaho Teamsters Security Fund — Form 5500 plan (Board Of Trustees, Utah-Idaho Teamsters Security 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, Utah-Idaho Teamsters Security Fund is a benefit plan reported by Board Of Trustees, Utah-Idaho Teamsters Security Fund under EIN 87-6122720 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,014 participants and $73,408,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Utah-Idaho Teamsters Security Fund
- EIN
- 87-6122720
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 3,014
- End-of-year plan assets
- $73,408,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,014 | H, C | 20250214172503NAL0041600016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,408,211
- Total liabilities (EOY)
- $715,826
- Net assets (EOY)
- $72,692,385
- Net assets (BOY)
- $68,647,514
Income & contributions
- Employer contributions
- $60,887,312
- Participant contributions
- $52,333
- Total contributions
- $60,939,645
- Total income / additions
- $64,312,854
Expenses & distributions
- Benefits paid
- $57,318,562
- Administrative expenses
- $2,949,421
- Total expenses
- $60,267,983
- Net increase / (decrease)
- $4,044,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Insurance Co | NONE | $1,034,579 | $0 | 2023 |
| Southwest Service Administrators | NONE | $1,026,618 | $0 | 2023 |
| The Segal Company | NONE | $131,407 | $0 | 2023 |
| Optumrx | NONE | $102,696 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $101,378 | $0 | 2023 |
| Us Bank | NONE | $89,335 | $0 | 2023 |
| Alan D Biller Associates, Inc. | NONE | $61,545 | $0 | 2023 |
| Vision Service Care | NONE | $46,965 | $0 | 2023 |
| Morgan Stanley | NONE | $41,747 | $0 | 2023 |
| Ryan Rapp Pacheco & Kelley, Plc | NONE | $32,043 | $0 | 2023 |
| Kelley Law Group | NONE | $22,115 | $0 | 2023 |
| Segal Benz | NONE | $13,592 | $0 | 2023 |
| Medical Review Institute Of America | NONE | $8,619 | $0 | 2023 |
| Principal Custody Solutions | NONE | $8,173 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Utah-Idaho Teamsters Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Cigna Health & Life Insurance Co — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- The Segal Company — Schedule C compensation
- Optumrx — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Alan D Biller Associates, Inc. — Schedule C compensation
- Vision Service Care — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Ryan Rapp Pacheco & Kelley, Plc — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- Segal Benz — Schedule C compensation
- Medical Review Institute Of America — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation