Teamsters Health And Welfare Trust For San Diego — Form 5500 plan (Board Of Trustees, San Diego County Teamsters)
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 Health And Welfare Trust For San Diego is a benefit plan reported by Board Of Trustees, San Diego County Teamsters under EIN 95-6149459 and plan number 501. The latest loaded filing year is 2023. The filing reports 40 participants and $680,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego County Teamsters
- EIN
- 95-6149459
- Plan number
- 501
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $680,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | H, C | 20250414205503NAL0002324081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $680,125
- Total liabilities (EOY)
- $414,849
- Net assets (EOY)
- $265,276
- Net assets (BOY)
- $291,952
Income & contributions
- Employer contributions
- $981,508
- Participant contributions
- $82,822
- Total contributions
- $1,064,330
- Total income / additions
- $1,082,480
Expenses & distributions
- Benefits paid
- $970,599
- Administrative expenses
- $138,557
- Total expenses
- $1,109,156
- Net increase / (decrease)
- -$26,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coast Benefits | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Melissa W. Cook & Associates | NONE | $25,375 | not reported in the loaded dataset | 2023 |
| Anthony F. Bubenas & Co., Inc. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $14,850 | not reported in the loaded dataset | 2023 |
| Michael Surowitz Compliance Verifi. | NONE | $5,863 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego County Teamsters
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Coast Benefits — Schedule C compensation
- Melissa W. Cook & Associates — Schedule C compensation
- Anthony F. Bubenas & Co., Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Michael Surowitz Compliance Verifi. — Schedule C compensation