2023 Form 5500 filing — Teamsters Local 676 And Employers 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 20241014082213NAL0025717585003) for Teamsters Local 676 And Employers Annuity Fund, reported by Teamsters Local 676 Employers Annuity Fu under EIN 22-6477476 and plan number 001. It reports 1,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082213NAL0025717585003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local 676 Employers Annuity Fu
- EIN
- 22-6477476
- Plan number
- 001
- Location
- Pennsauken, NJ
- Participants
- 1,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,942,481
- Net assets (EOY)
- $45,942,481
- Employer contributions
- $4,156,672
- Total income / additions
- $10,602,797
- Benefits paid
- $3,071,782
- Administrative expenses
- $197,435
- Total expenses
- $3,269,217
- Net increase / (decrease)
- $7,333,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Trust Company LLC | NONE | $76,625 | $0 |
| Administrative Service Professional | NONE | $51,958 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $30,000 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $11,410 | not reported in the loaded dataset |
| Alan Ross & Company Pc | NONE | $10,850 | not reported in the loaded dataset |