2023 Form 5500 filing — Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd.
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 20241009100928NAL0009095987004) for Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd., reported by Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund under EIN 36-6492502 and plan number 001. It reports 16,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100928NAL0009095987004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund
- EIN
- 36-6492502
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 16,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,738,237,900
- Total liabilities (EOY)
- $13,700,187
- Net assets (EOY)
- $1,724,537,713
- Employer contributions
- $171,826,697
- Total income / additions
- $337,386,386
- Benefits paid
- $150,798,460
- Administrative expenses
- $9,653,039
- Total expenses
- $160,451,499
- Net increase / (decrease)
- $176,934,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J.P. Morgan Investment Management | NONE | $2,079,994 | $0 |
| Sierra Investment Partners, Inc. | NONE | $1,737,127 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $598,428 | $0 |
| Rreef Management LLC | NONE | $470,870 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $368,926 | not reported in the loaded dataset |
| Alliant Insurance Service | NONE | $246,498 | not reported in the loaded dataset |
| Boston Trust & Investment Mgmt Co. | NONE | $232,036 | $0 |
| Parametric Defense Equity Fund LLC | NONE | $213,011 | not reported in the loaded dataset |
| Loomis Sayles Core Plus | NONE | $209,321 | not reported in the loaded dataset |
| J. Witt | PLAN ADMINISTRATOR | $179,052 | not reported in the loaded dataset |
| W. Jordan | EMPLOYEE | $176,121 | not reported in the loaded dataset |
| Marquette Associates, Inc | NONE | $160,000 | not reported in the loaded dataset |
| The Segal Co. | NONE | $157,836 | not reported in the loaded dataset |
| E. Kuzniar | EMPLOYEE | $151,886 | not reported in the loaded dataset |
| R. Sandoval | EMPLOYEE | $143,783 | not reported in the loaded dataset |
| Global Trust Company | NONE | $138,032 | $0 |
| A. Wojciechowski | EMPLOYEE | $123,566 | not reported in the loaded dataset |
| B. Mullane | EMPLOYEE | $118,935 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $116,708 | not reported in the loaded dataset |
| E. Campos | EMPLOYEE | $111,724 | not reported in the loaded dataset |
| Victory Sophus Emerging Markets | NONE | $101,944 | not reported in the loaded dataset |
| F. Sanchez | EMPLOYEE | $101,364 | not reported in the loaded dataset |
| A. Mcclure | EMPLOYEE | $90,835 | not reported in the loaded dataset |
| Pinebridge Investments LLC | NONE | $0 | $87,250 |
| S. Hembree | EMPLOYEE | $84,166 | not reported in the loaded dataset |
| L. Palmsone | EMPLOYEE | $83,130 | not reported in the loaded dataset |
| Graff, Blanski & Kim, P.C. | NONE | $77,500 | not reported in the loaded dataset |
| C. Boggs | EMPLOYEE | $56,247 | not reported in the loaded dataset |
| F. Delgado | EMPLOYEE | $37,981 | not reported in the loaded dataset |
| Mesirow Insurance Service, Inc | NONE | $0 | $37,619 |
| J. Tisby | EMPLOYEE | $33,806 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $32,202 | not reported in the loaded dataset |
| Direct Trading Institutional Inc | NONE | $24,586 | not reported in the loaded dataset |
| Piper Sandler | NONE | $23,434 | not reported in the loaded dataset |
| Zelis Payments Holdings | NONE | $21,329 | $273 |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $18,309 | not reported in the loaded dataset |
| Jp Morgan Clearing Corp | NONE | $18,236 | not reported in the loaded dataset |
| Blackrock | NONE | $18,039 | not reported in the loaded dataset |
| Cantor Fitzgerald & Co | NONE | $16,044 | not reported in the loaded dataset |
| Schiele Graphics, Inc | NONE | $11,613 | not reported in the loaded dataset |
| Instinet | NONE | $8,319 | not reported in the loaded dataset |