2023 Form 5500 filing — Southern Region Of 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 20241011160720NAL0037608864001) for Southern Region Of Teamsters Pension Plan, reported by Trustees, Southern Region Of Teamsters Pension Trust Fund under EIN 75-0865705 and plan number 333. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160720NAL0037608864001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trustees, Southern Region Of Teamsters Pension Trust Fund
- EIN
- 75-0865705
- Plan number
- 333
- Location
- Houston, TX
- Participants
- 502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,728,114
- Total liabilities (EOY)
- $22,636
- Net assets (EOY)
- $35,705,478
- Employer contributions
- $1,875,407
- Participant contributions
- $803,746
- Total income / additions
- $6,983,072
- Benefits paid
- $1,736,208
- Administrative expenses
- $590,671
- Total expenses
- $2,326,879
- Net increase / (decrease)
- $4,656,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dulaney & Company, Inc. | ACTUARY | $183,600 | not reported in the loaded dataset |
| Benefit Resources, Inc. | ADMINISTRATOR | $83,820 | not reported in the loaded dataset |
| Robert Harrell Incorporated | CONSULTANT | $64,295 | not reported in the loaded dataset |
| Baab & Denison, Llp | ATTORNEY | $37,398 | not reported in the loaded dataset |
| Albert Levy, P.C. | ATTORNEY | $30,000 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $19,309 | not reported in the loaded dataset |
| C.S. Mckee, L.P. | INV MGMT | $14,084 | not reported in the loaded dataset |