2023 Form 5500 filing — Teamsters' Local 301 Pension 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 20240729150201NAL0030077456002) for Teamsters' Local 301 Pension Plan, reported by Trustees Of Teamsters Local 301 under EIN 36-6492992 and plan number 001. It reports 2,806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729150201NAL0030077456002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local 301
- EIN
- 36-6492992
- Plan number
- 001
- Location
- Waukegan, IL
- Participants
- 2,806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $429,305,796
- Total liabilities (EOY)
- $292,317
- Net assets (EOY)
- $429,013,479
- Employer contributions
- $12,814,091
- Total income / additions
- $54,170,456
- Benefits paid
- $26,631,396
- Administrative expenses
- $2,612,067
- Total expenses
- $29,243,463
- Net increase / (decrease)
- $24,926,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teamsters Local Union 301 General | AFFILIATED ORGANIZATION | $457,945 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $346,962 | not reported in the loaded dataset |
| Sei Trust Company | NONE | $158,279 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $125,000 | not reported in the loaded dataset |
| Horizion Acturial Services, LLC | NONE | $92,885 | not reported in the loaded dataset |
| Sara Haffner- Wolf | EMPLOYEE | $88,037 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $85,504 | not reported in the loaded dataset |
| Mcgann Ketterman & Rioux | NONE | $58,800 | not reported in the loaded dataset |
| Frank J Baker & Company, Ltd | NONE | $56,299 | not reported in the loaded dataset |
| National Investment Services | NONE | $54,699 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $52,392 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $31,145 | not reported in the loaded dataset |
| Liracom LLC | NONE | $12,837 | not reported in the loaded dataset |
| Ifebp | NONE | $12,687 | not reported in the loaded dataset |
| Access One Inc | NONE | $6,771 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset |