2023 Form 5500 filing — Teamsters Local 814 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 20241010133337NAL0011507043002) for Teamsters Local 814 Annuity Fund, reported by Board Of Trustees Of Teamsters Local 814 Annuity Fund under EIN 11-6234357 and plan number 002. It reports 791 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133337NAL0011507043002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Local 814 Annuity Fund
- EIN
- 11-6234357
- Plan number
- 002
- Location
- North Haledon, NJ
- Participants
- 791
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,634,367
- Total liabilities (EOY)
- $47,871
- Net assets (EOY)
- $31,586,496
- Employer contributions
- $1,697,350
- Total income / additions
- $4,069,576
- Benefits paid
- $1,579,871
- Administrative expenses
- $320,557
- Total expenses
- $2,115,733
- Net increase / (decrease)
- $1,953,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Nj Teamsters Benefit Plan | NONE | $94,320 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $50,000 | $0 |
| Calibre Cpa Group, Pllc | AUDITOR | $27,510 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, Na | NONE | $25,126 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | LEGAL COUNSEL | $9,216 | not reported in the loaded dataset |
| Pitta, Llp | NONE | $5,250 | not reported in the loaded dataset |