Teamsters 206 Employers Plan — Form 5500 plan (Board Of Trustees, Teamsters 206 Employers Plan)

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 206 Employers Plan is a benefit plan reported by Board Of Trustees, Teamsters 206 Employers Plan under EIN 93-6027865 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,367 participants and $57,030,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Teamsters 206 Employers Plan
EIN
93-6027865
Plan number
501
Plan type
1
Location
Seattle, WA
Latest filing year
2023
Participants
2,367
End-of-year plan assets
$57,030,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,367H, C20250515195503NAL0019775665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,030,186
Total liabilities (EOY)
$5,135,076
Net assets (EOY)
$51,895,110
Net assets (BOY)
$45,306,246

Income & contributions

Employer contributions
$34,251,357
Participant contributions
$2,164,447
Total contributions
$36,415,804
Total income / additions
$39,855,568

Expenses & distributions

Benefits paid
$32,249,484
Administrative expenses
$1,017,220
Total expenses
$33,266,704
Net increase / (decrease)
$6,588,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwest Administrators, Inc.NONE$584,215not reported in the loaded dataset2023
CignaNONE$519,690$02023
Miller Nash Graham & Dunn LlpNONE$188,321not reported in the loaded dataset2023
Moda HealthNONE$162,712not reported in the loaded dataset2023
Kroger Prescription PlanNONE$129,076not reported in the loaded dataset2023
Verus Advisory, Inc.NONE$32,917not reported in the loaded dataset2023
Winthum Smith + Brown, PcNONE$31,926not reported in the loaded dataset2023
Trucker Huss, ApcNONE$31,260not reported in the loaded dataset2023
Vision Service PlanNONE$27,046not reported in the loaded dataset2023
Milliman UsaNONE$26,338not reported in the loaded dataset2023
Wells Fargo BankNONE$19,954not reported in the loaded dataset2023
Us BankNONE$18,222$02023
Platform Cpas, LlpNONE$18,151not reported in the loaded dataset2023
Metro Presort IncNONE$12,182not reported in the loaded dataset2023
William Lacour LLCNONE$6,911not reported in the loaded dataset2023
Eric B. Lindauer PcNONE$6,413not reported in the loaded dataset2023

Related Form 5500 pages