2023 Form 5500 filing — United Teamster 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 20240925123301NAL0029070994002) for United Teamster Annuity Fund, reported by Board Of Trustees Of United Teamster Annuity Fund under EIN 23-7277344 and plan number 001. It reports 1,703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925123301NAL0029070994002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United Teamster Annuity Fund
- EIN
- 23-7277344
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 1,703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,983,731
- Total liabilities (EOY)
- $52,633
- Net assets (EOY)
- $7,931,098
- Employer contributions
- $1,569,902
- Total income / additions
- $2,219,734
- Benefits paid
- $537,413
- Administrative expenses
- $150,964
- Total expenses
- $688,377
- Net increase / (decrease)
- $1,531,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Teamster Fund | NONE | $49,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $38,797 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $14,823 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $9,159 | not reported in the loaded dataset |
| Cary Kane, Pllc | LEGAL COUNSEL | $8,084 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,000 | $38 |