2023 Form 5500 filing — Midwestern Teamsters Pension Trust 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 20241003163832NAL0018225040003) for Midwestern Teamsters Pension Trust Fund, reported by Trustees Midwestern Teamsters Pension Trust Fund under EIN 37-6117130 and plan number 001. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003163832NAL0018225040003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Midwestern Teamsters Pension Trust Fund
- EIN
- 37-6117130
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,301,630
- Total liabilities (EOY)
- $21,882
- Net assets (EOY)
- $16,279,748
- Employer contributions
- $452,227
- Total income / additions
- $2,056,796
- Benefits paid
- $1,903,252
- Administrative expenses
- $441,158
- Total expenses
- $2,344,410
- Net increase / (decrease)
- -$287,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $202,965 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $77,241 | not reported in the loaded dataset |
| Cavanagh & O'Hara Llp | NONE | $38,459 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $33,513 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $30,000 | not reported in the loaded dataset |
| Illinois National Bank | NONE | $9,610 | $0 |
| Cs Mckee | NONE | $7,601 | not reported in the loaded dataset |