2023 Form 5500 filing — Teamster Local 282 Annuity 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 20241009085119NAL0032246704001) for Teamster Local 282 Annuity Trust Fund, reported by Board Of Trustees Local 282 under EIN 11-6276104 and plan number 002. It reports 5,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009085119NAL0032246704001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 282
- EIN
- 11-6276104
- Plan number
- 002
- Location
- Lake Success, NY
- Participants
- 5,105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $839,233,683
- Total liabilities (EOY)
- $775,769
- Net assets (EOY)
- $838,457,914
- Employer contributions
- $61,861,468
- Total income / additions
- $99,964,695
- Benefits paid
- $51,442,524
- Administrative expenses
- $3,777,563
- Total expenses
- $56,206,461
- Net increase / (decrease)
- $43,758,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 282 Welfare Trust Fund | RELATED FUND | $1,982,588 | not reported in the loaded dataset |
| Prudential Retirement Insurance | NONE | $438,542 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $404,070 | not reported in the loaded dataset |
| Crescent Capital High Income Fund B | NONE | $252,540 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $237,314 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $212,098 | not reported in the loaded dataset |
| Mackay Shields | NONE | $197,949 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $179,713 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | NONE | $127,712 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $119,598 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $91,420 | not reported in the loaded dataset |
| Tocqueville Asset Management | NONE | $70,205 | not reported in the loaded dataset |
| Gould, Kobrick & Schlapp, P.C. | NONE | $65,653 | not reported in the loaded dataset |
| Local 282 Pension Trust Fund | RELATED FUND | $64,419 | not reported in the loaded dataset |
| The Segal Company | NONE | $58,596 | not reported in the loaded dataset |
| Quan Vest Consultants | NONE | $54,000 | not reported in the loaded dataset |
| Prudential Insurance Co. Of America | NONE | $43,992 | not reported in the loaded dataset |
| M&T Bank | NONE | $33,739 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $12,868 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $5,000 | not reported in the loaded dataset |