Board Of Trustees, Teamsters Union Local No. 507 Cer Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees, Teamsters Union Local No. 507 Cer Fund (EIN 34-1788743) is a plan sponsor located in Valley View, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-1788743
Location
Valley View, OH
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$286,358
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$286,358

Contributions & income

Employer contributions
$600,882
Total income / additions
$607,588

Expenses & distributions

Benefits paid / distributions
$528,229
Total expenses
$664,939
Net increase / (decrease)
-$57,351

Coverage

Total reported participants
3,658
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees, Teamsters Union Local No. 507 Cer Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Teamsters Union Local No. 507 Charitable, Educational And Recreational Fund5013,658$286,3582023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees, Teamsters Union Local No. 507 Cer Fund
YearPlanParticipantsSchedulesFiling
2023Teamsters Union Local No. 507 Charitable, Educational And Recreational Fund3,658H, C20250109064834NAL0012085553001

Related Form 5500 pages