Form 5500 · Employee benefit plan · PLEASANTON, CA
BOARD OF TRUSTEES OF TEAMSTERS MANAGED HEALTH CARE TRUST FUND
The filing calls this plan TEAMSTERS MANAGED HEALTH CARE TRUST FUND.
BOARD OF TRUSTEES OF TEAMSTERS MANAGED HEALTH CARE TRUST FUND of PLEASANTON, CA is a 5,870-participant transportation and logistics employer whose group benefits are disclosed in its annual Form 5500 filing. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 7 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3138272 · plan 501 · plan year 2024, filed Oct 15, 2025
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How this plan is funded
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 19 insured contracts covering health, dental, vision and life; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 6,242 people.
Reported premium is $93,323,078; the filing discloses no broker commission on these contracts.
The health contract's policy period ended in September, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.
8 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE OF CALIFORNIA, DELTA DENTAL OF CALIFORNIA and UNITEDHEALTHCARE INSURANCE COMPANY. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 6,242 | Oct 1, 2024 | $51,767,859 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,469 | Oct 1, 2024 | $11,661,495 | $0 |
| UNITEDHEALTHCARE OF CALIFORNIA | Health | 317 | Jan 1, 2025 | $10,662,527 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,238 | Oct 1, 2024 | $9,587,789 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 372 | Oct 1, 2024 | $3,827,814 | $0 |
| DELTA DENTAL OF CALIFORNIA | Dental | 4,849 | Jan 1, 2025 | $2,135,769 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 25 | Jan 1, 2025 | $1,221,356 | $0 |
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC. | Dental | 2,655 | Jan 1, 2025 | $429,722 | $0 |
| SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | Health | 81 | Jan 1, 2025 | $427,750 | $0 |
| DELTA DENTAL OF CALIFORNIA | Dental | 701 | Jan 1, 2025 | $361,074 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 762 | Jan 1, 2025 | $336,118 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 30 | Oct 1, 2024 | $244,270 | $0 |
| VISION SERVICE PLAN | Vision | 2,901 | Jan 1, 2025 | $239,568 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life | 4,851 | Jan 1, 2025 | $165,536 | $0 |
| VISION SERVICE PLAN | Vision | 787 | Jan 1, 2025 | $88,701 | $0 |
| DELTA DENTAL OF CALIFORNIA | Dental | 115 | Jan 1, 2025 | $86,020 | $0 |
| VISION SERVICE PLAN | Vision | 719 | Jan 1, 2025 | $52,573 | $0 |
| VISION SERVICE PLAN | Vision | 191 | Jan 1, 2025 | $22,759 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 0 | Oct 1, 2024 | $4,378 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
How this plan compares
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