2023 Form 5500 filing — Central Pennsylvania Teamsters Retirement Income Plan 1987
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 20240923154409NAL0006751875003) for Central Pennsylvania Teamsters Retirement Income Plan 1987, reported by Central Pennsylvania Teamsters Pension Fund, Trustees under EIN 23-6262789 and plan number 009. It reports 9,077 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923154409NAL0006751875003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Central Pennsylvania Teamsters Pension Fund, Trustees
- EIN
- 23-6262789
- Plan number
- 009
- Location
- Reading, PA
- Participants
- 9,077
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $877,450,231
- Total liabilities (EOY)
- $22,784,840
- Net assets (EOY)
- $854,665,391
- Employer contributions
- $11,433,013
- Total income / additions
- $94,975,398
- Benefits paid
- $140,447,061
- Administrative expenses
- $3,806,480
- Total expenses
- $144,253,541
- Net increase / (decrease)
- -$49,278,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $452,947 | not reported in the loaded dataset |
| Westfield Capital Mgmt Co Lp | NONE | $415,315 | $0 |
| Loomis Sayles Trust Co. | NONE | $376,121 | not reported in the loaded dataset |
| Intercontinental R/E Corporation | NONE | $312,103 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $305,615 | $0 |
| Great Lakes Advisors, LLC | NONE | $259,056 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $181,975 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $171,250 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $0 | $167,064 |
| Joseph J. Samolewicz | EMPLOYEE | $82,286 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $77,236 | not reported in the loaded dataset |
| Michelle L. Houck | EMPLOYEE | $72,976 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $66,706 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $66,660 | $0 |
| Cbiz Rps | NONE | $63,681 | not reported in the loaded dataset |
| Martin L. Cullen | EMPLOYEE | $63,633 | not reported in the loaded dataset |
| Ashley Bortz | EMPLOYEE | $63,392 | not reported in the loaded dataset |
| Judith A. Guidara | EMPLOYEE | $62,727 | not reported in the loaded dataset |
| James Stricker | EMPLOYEE | $59,757 | not reported in the loaded dataset |
| Rusty Kemp | EMPLOYEE | $48,547 | not reported in the loaded dataset |
| Robert Genslinger | EMPLOYEE | $43,994 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $41,907 | not reported in the loaded dataset |
| Kyle Weller | EMPLOYEE | $40,852 | not reported in the loaded dataset |
| Peter Shiffer | EMPLOYEE | $38,851 | not reported in the loaded dataset |
| Lv Print Center | NONE | $38,175 | not reported in the loaded dataset |
| Lori Kemmerer | EMPLOYEE | $37,785 | not reported in the loaded dataset |
| Damien Wild | EMPLOYEE | $35,090 | not reported in the loaded dataset |
| Essex Technology Group Inc | NONE | $30,258 | not reported in the loaded dataset |
| Weidenhammer Systems Corp | NONE | $27,299 | not reported in the loaded dataset |
| Fabricant & Fabricant Inc | NONE | $0 | $16,268 |
| Gage Personnel | NONE | $12,264 | not reported in the loaded dataset |
| Doyle Printing & Offset Co. | NONE | $9,162 | not reported in the loaded dataset |