2023 Form 5500 filing — Teamsters Local 830 Retirement Savings 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 20240910085142NAL0011191410002) for Teamsters Local 830 Retirement Savings Plan, reported by Board Of Trustees Teamsters Local 830 Retirement Savings Plan under EIN 23-7367250 and plan number 003. It reports 4,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910085142NAL0011191410002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Local 830 Retirement Savings Plan
- EIN
- 23-7367250
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 4,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,669,936
- Total liabilities (EOY)
- $67,293
- Net assets (EOY)
- $97,602,643
- Employer contributions
- $3,960,067
- Participant contributions
- $2,994,301
- Total income / additions
- $18,136,180
- Benefits paid
- $7,786,064
- Administrative expenses
- $619,911
- Total expenses
- $8,405,975
- Net increase / (decrease)
- $9,730,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 830 Pension Fund | RELATED FUND | $351,465 | not reported in the loaded dataset |
| Benefit Plans Administrative Servic | NONE | $145,949 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $48,750 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $21,014 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani Llp | NONE | $13,600 | not reported in the loaded dataset |
| Stevens & Lee | NONE | $9,354 | not reported in the loaded dataset |