2023 Form 5500 filing — Teamsters Joint Council No. 41 Severance Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716151039NAL0002819569001) for Teamsters Joint Council No. 41 Severance Plan, reported by Teamsters Joint Council No. 41 under EIN 34-6541609 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716151039NAL0002819569001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Teamsters Joint Council No. 41
- EIN
- 34-6541609
- Plan number
- 001
- Location
- Valley View, OH
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,678,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,678,973
- Employer contributions
- $179,774
- Total income / additions
- $647,144
- Benefits paid
- $148,664
- Administrative expenses
- $31,079
- Total expenses
- $179,743
- Net increase / (decrease)
- $467,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Swallen, Lawhun & Co. | CPA | $16,250 | not reported in the loaded dataset |
| Andco Consulting LLC | INVESTMENT | $5,000 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, LLC | LEGAL SERVICES | $3,477 | not reported in the loaded dataset |