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Original filing (PDF)20250414145632NAL0000810595002
BOARD OF TRUSTEES TEAMSTERS LOCAL 493 HEALTH SERVICES & INS PLAN
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 493 HEALTH SERVICE & INSURANCE PLAN
Health & welfare plan
Signals · 3
~137 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
678
Accounts w/ balance
—
Plan assets (EOY)
$80.1M
Net assets (EOY)
$77.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 137 bps in Schedule C fees — 759% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES TEAMSTERS LOCAL 493 HEALTH SERVICES & INS PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES TEAMSTERS LOCAL 493 HEALTH SERVICES & INS PLAN
EIN
06-0942903
Address
PO BOX 485 · UNCASVILLE, CT · 06382
Phone
(860) 848-1259
Industry
Transportation & Warehousingsee all
Plan administrator
Name
BOARD OF TRUSTEES TEAMSTERS LOCAL 493 HEALTH SERVICE & INS PLAN
EIN
06-0942903
City
UNCASVILLE, CT
Phone
(860) 848-1259
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
S.M. ESPOSITO & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NICHOLAS REUT | 06-0942903 | — | EMPLOYER TRUSTEE | $20K | — |
| CRAIG MITCHELL | 06-0942903 | — | UNION TRUSTEE | $5K | — |
Other
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI STATE JOINT FUND | 06-0850110 | — | AFFILIATED ORGANIZATION | $387K | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 06-1475928 | — | NONE | $244K | — |
| CLAIMS PROCESSOR | 06-0942903 | — | EMPLOYEE | $76K | — |
| MORGAN STANLEY | 20-8764829 | — | NONE | $73K | — |
| FUND MANAGER | 06-0942903 | — | EMPLOYEE | $71K | — |
| CLAIMS PROCESSOR | 06-0942903 | — | EMPLOYEE | $56K | — |
| CLAIMS PROCESSOR | 06-0942903 | — | EMPLOYEE | $38K | — |
| VALENZ HEALTH | 52-1169362 | — | NONE | $37K | — |
| UPRISE HEALTH | 35-1955872 | — | NONE | $26K | — |
| EARNEST PARTNERS LLC | — | ATLANTA, GA | NONE | $19K | — |
| BOYD WATTERSON ASSET MGMT | 34-1922005 | — | NONE | $18K | — |
| ALLEGIANT RX | 02-6015031 | MANCHESTER, NH | NONE | $13K | — |
| WAYCROSS PARTNERS LLC | — | LOUISVILLE, KY | NONE | $9K | — |
| OPTUM RX | 33-0441200 | — | NONE | $8K | — |
| MPL LLC | 06-1537302 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.