2023 Form 5500 filing — Indiana Teamsters Pension 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 20241011115502NAL0038632800002) for Indiana Teamsters Pension Plan, reported by Board Of Trustees Of The Indiana Teamsters Pension Plan under EIN 35-1792964 and plan number 001. It reports 1,717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115502NAL0038632800002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Indiana Teamsters Pension Plan
- EIN
- 35-1792964
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 1,717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,749,462
- Total liabilities (EOY)
- $83,011
- Net assets (EOY)
- $88,666,451
- Employer contributions
- $7,361,628
- Total income / additions
- $17,443,557
- Benefits paid
- $3,029,666
- Administrative expenses
- $616,339
- Total expenses
- $3,646,005
- Net increase / (decrease)
- $13,797,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Otley Investment Fiduciary Solution | INVESTMENT MANAGEMENT | $362,938 | $0 |
| Katz Sapper & Miller | AUDITOR | $40,500 | $0 |
| Paramount Health | CONSULTANT/ACCOUNTANT | $36,000 | $0 |
| Charles Schwab Trust Bank | CUSTODIAL SERVICES | $29,618 | $0 |
| United Actuarial Services | ACTUARY | $28,868 | $0 |
| Ledbetter Parisi, LLC | LEGAL SERVICES | $22,800 | $0 |
| Bridgeway Benefit Technologies | OTHER | $9,633 | $0 |