2023 Form 5500 filing — Teamsters Local 814 Pension 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 20241010134345NAL0034174496001) for Teamsters Local 814 Pension Fund, reported by Board Of Trustees Of Teamsters Local 814 Pension Fund under EIN 11-6234358 and plan number 001. It reports 1,916 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134345NAL0034174496001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Local 814 Pension Fund
- EIN
- 11-6234358
- Plan number
- 001
- Location
- North Haledon, NJ
- Participants
- 1,916
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,854,392
- Total liabilities (EOY)
- $65,921
- Net assets (EOY)
- $90,788,471
- Employer contributions
- $5,836,577
- Total income / additions
- $15,016,657
- Benefits paid
- $10,001,776
- Administrative expenses
- $891,914
- Total expenses
- $10,893,690
- Net increase / (decrease)
- $4,122,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, Na | NONE | $192,288 | not reported in the loaded dataset |
| Northern Nj Teamsters Benefit Plan | NONE | $137,676 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $100,000 | $0 |
| The Segal Company (Eastern States) | NONE | $80,535 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $48,145 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $25,189 | $0 |
| Cohen Weiss And Simon Llp | LEGAL COUNSEL | $21,918 | not reported in the loaded dataset |
| Fitzsimmons And Abrams, Llp | NONE | $15,690 | not reported in the loaded dataset |
| Pitta Llp | NONE | $10,773 | not reported in the loaded dataset |
| Schultheis And Panettieri Llp | NONE | $10,559 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $9,374 |