2023 Form 5500 filing — Teamsters Local 929 Retirement Plan
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 20241010171602NAL0041657058001) for Teamsters Local 929 Retirement Plan, reported by Trustees Of Teamsters Local 929 Retirement Plan under EIN 23-2592447 and plan number 001. It reports 2,765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171602NAL0041657058001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local 929 Retirement Plan
- EIN
- 23-2592447
- Plan number
- 001
- Location
- Pennsauken, NJ
- Participants
- 2,765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,920,029
- Total liabilities (EOY)
- $30,902
- Net assets (EOY)
- $29,889,127
- Employer contributions
- $2,376,770
- Total income / additions
- $6,237,839
- Benefits paid
- $2,543,786
- Administrative expenses
- $319,222
- Total expenses
- $2,863,008
- Net increase / (decrease)
- $3,374,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Administrative Service Professional | NONE | $143,741 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $107,813 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $22,228 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $12,750 | not reported in the loaded dataset |
| Spear Wilderman Pc | NONE | $12,385 | not reported in the loaded dataset |