2023 Form 5500 filing — Teamsters Local 456 Annuity Fund
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 20240731121726NAL0021475505002) for Teamsters Local 456 Annuity Fund, reported by Board Of Trustees Local 456 Annuity Fund under EIN 13-6889226 and plan number 001. It reports 2,426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731121726NAL0021475505002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 456 Annuity Fund
- EIN
- 13-6889226
- Plan number
- 001
- Location
- Elmsford, NY
- Participants
- 2,426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $232,875,544
- Total liabilities (EOY)
- $10,910,146
- Net assets (EOY)
- $221,965,398
- Employer contributions
- $12,896,407
- Total income / additions
- $40,776,708
- Benefits paid
- $20,743,894
- Administrative expenses
- $1,421,922
- Total expenses
- $22,165,816
- Net increase / (decrease)
- $18,610,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT CONSULTANT | $231,319 | not reported in the loaded dataset |
| Clearbridge Investments, LLC | INVESTMENT MANAGER | $168,581 | $0 |
| Lord Abbett & Co. LLC | INVESTMENT MANAGER | $159,136 | not reported in the loaded dataset |
| Global Trust Company | INVESTMENT MANAGER | $140,250 | not reported in the loaded dataset |
| Blackrock C/O The Chrys Group At Ml | INVESTMENT MANAGER | $124,776 | not reported in the loaded dataset |
| Blitman & King Llp | LEGAL | $97,559 | not reported in the loaded dataset |
| Jp Morgan | INVESTMENT MANAGER | $93,028 | not reported in the loaded dataset |
| M&T Bank Inst'L Retirement Services | INVESTMENT CUSTODIAN | $57,498 | $0 |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $46,727 | not reported in the loaded dataset |
| Cohen & Steers | INVESTMENT MANAGER | $39,879 | not reported in the loaded dataset |
| Brenda Galea-Ritch | PLAN ADMINISTRATOR | $35,212 | not reported in the loaded dataset |
| Tpa Corporation | COMPUTER CONSULTANT | $16,449 | not reported in the loaded dataset |
| Citrin Cooperman & Company, Llp | ACCOUNTANT | $7,761 | not reported in the loaded dataset |