Teamsters Local Union No. 856 Health And Welfare Fund — Form 5500 plan (Teamsters Local Union No. 856 H. & W. 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 Local Union No. 856 Health And Welfare Fund is a benefit plan reported by Teamsters Local Union No. 856 H. & W. Fund under EIN 94-6123582 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,271 participants and $84,013,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local Union No. 856 H. & W. Fund
- EIN
- 94-6123582
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 6,271
- End-of-year plan assets
- $84,013,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,271 | H, C | 20250415180859NAL0006445264003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,013,663
- Total liabilities (EOY)
- $10,244,691
- Net assets (EOY)
- $73,768,972
- Net assets (BOY)
- $63,455,307
Income & contributions
- Employer contributions
- $130,935,273
- Participant contributions
- $1,543,412
- Total contributions
- $132,887,569
- Total income / additions
- $137,228,688
Expenses & distributions
- Benefits paid
- $123,431,581
- Administrative expenses
- $3,483,442
- Total expenses
- $126,915,023
- Net increase / (decrease)
- $10,313,665
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross | UNAFFILIATED | $29,041,616 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc | UNAFFILIATED | $4,526,644 | not reported in the loaded dataset | 2023 |
| Northwest Administrators, Inc. | UNAFFILIATED | $2,194,154 | not reported in the loaded dataset | 2023 |
| Teamsters Assistant Program | UNAFFILIATED | $168,161 | not reported in the loaded dataset | 2023 |
| Teamsters Local 856 | UNION ASSOC.W/PLAN | $128,826 | not reported in the loaded dataset | 2023 |
| Rael & Letson | UNAFFILIATED | $114,253 | not reported in the loaded dataset | 2023 |
| Reuben E Price & Co. (Payroll Exam) | UNAFFILIATED | $113,474 | not reported in the loaded dataset | 2023 |
| Reuben E. Price & Co.(Audit/Compl.) | UNAFFILIATED | $76,412 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | UNAFFILIATED | $75,000 | not reported in the loaded dataset | 2023 |
| Ascendant Healthcare | UNAFFILIATED | $73,860 | not reported in the loaded dataset | 2023 |
| Law Offices Of Carroll & Scully Inc | UNAFFILIATED | $69,202 | not reported in the loaded dataset | 2023 |
| Abracadabra Printing | UNAFFILIATED | $44,542 | not reported in the loaded dataset | 2023 |
| Iron Mountain Storage | UNAFFILIATED | $42,868 | not reported in the loaded dataset | 2023 |
| Healthlinx, LLC | UNAFFILIATED | $42,000 | not reported in the loaded dataset | 2023 |
| Marsh Usa | UNAFFILIATED | $35,010 | $6,439 | 2023 |
| Pacific Asset Management | UNAFFILIATED | $39,332 | not reported in the loaded dataset | 2023 |
| Wells Fargo | UNAFFILIATED | $29,978 | not reported in the loaded dataset | 2023 |
| Ullico - Investment | UNAFFILIATED | $26,217 | not reported in the loaded dataset | 2023 |
| Julie Wall (Ph) 650-580-7021 | TRUSTEE | $23,920 | not reported in the loaded dataset | 2023 |
| Douglas Cornford (Ph) 415-515-1914 | TRUSTEE | $23,920 | not reported in the loaded dataset | 2023 |
| Bruce Conhain (Ph) 707-864-8649 | TRUSTEE | $23,920 | not reported in the loaded dataset | 2023 |
| Mike Lagomarsino (Ph)650-580-7051 | TRUSTEE | $23,920 | not reported in the loaded dataset | 2023 |
| First Dental Health | UNAFFILIATED | $23,182 | not reported in the loaded dataset | 2023 |
| Service Printing | UNAFFILIATED | $13,255 | not reported in the loaded dataset | 2023 |
| The Mail Advertising Bureau, Inc. | UNAFFILIATED | $6,666 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local Union No. 856 H. & W. Fund
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Anthem Blue Cross — Schedule C compensation
- Optumrx, Inc — Schedule C compensation
- Northwest Administrators, Inc. — Schedule C compensation
- Teamsters Assistant Program — Schedule C compensation
- Teamsters Local 856 — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Reuben E Price & Co. (Payroll Exam) — Schedule C compensation
- Reuben E. Price & Co.(Audit/Compl.) — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Ascendant Healthcare — Schedule C compensation
- Law Offices Of Carroll & Scully Inc — Schedule C compensation
- Abracadabra Printing — Schedule C compensation
- Iron Mountain Storage — Schedule C compensation
- Healthlinx, LLC — Schedule C compensation
- Marsh Usa — Schedule C compensation
- Pacific Asset Management — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Ullico - Investment — Schedule C compensation
- Julie Wall (Ph) 650-580-7021 — Schedule C compensation
- Douglas Cornford (Ph) 415-515-1914 — Schedule C compensation
- Bruce Conhain (Ph) 707-864-8649 — Schedule C compensation
- Mike Lagomarsino (Ph)650-580-7051 — Schedule C compensation
- First Dental Health — Schedule C compensation
- Service Printing — Schedule C compensation
- The Mail Advertising Bureau, Inc. — Schedule C compensation