Plan5500

2023 Form 5500 filing — Teamsters Local 802 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 20241007153052NAL0031317906001) for Teamsters Local 802 Annuity Fund, reported by Board Of Trustees Teamsters Local 802 Annuity Fund under EIN 27-0970217 and plan number 001. It reports 761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007153052NAL0031317906001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Teamsters Local 802 Annuity Fund
EIN
27-0970217
Plan number
001
Location
Baldwin, NY
Participants
761
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$140,185,134
Total liabilities (EOY)
$64,495
Net assets (EOY)
$140,120,639
Employer contributions
$2,558,769
Total income / additions
$21,805,866
Benefits paid
$21,161,746
Administrative expenses
$295,209
Total expenses
$21,456,955
Net increase / (decrease)
$348,911
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tammy TamburelloEMPLOYEE$70,933not reported in the loaded dataset
John Hancock Retirement Plan SrvsNONE$0$62,792
Calibre Cpa Group PllcAUDITOR$46,034not reported in the loaded dataset
Morgan Stanley Smith Barney, LLCNONE$45,000not reported in the loaded dataset
Kellianne McinnisEMPLOYEE$30,043not reported in the loaded dataset
Cary Kane, PllcLEGAL COUNSEL$15,650not reported in the loaded dataset
Tarter Krinsky & Drogin LlpNONE$5,260not reported in the loaded dataset

Related Form 5500 pages