2023 Form 5500 filing — Teamsters Local 469 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 20241014133130NAL0053714018001) for Teamsters Local 469 Pension Plan, reported by Trustees Of Teamsters Local No. 469 Pension Fund under EIN 22-6172237 and plan number 001. It reports 1,490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133130NAL0053714018001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local No. 469 Pension Fund
- EIN
- 22-6172237
- Plan number
- 001
- Location
- Hazlet, NJ
- Participants
- 1,490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,763,603
- Total liabilities (EOY)
- $119,658
- Net assets (EOY)
- $63,643,945
- Employer contributions
- $2,212,508
- Total income / additions
- $10,428,182
- Benefits paid
- $14,587,099
- Administrative expenses
- $735,038
- Total expenses
- $15,322,137
- Net increase / (decrease)
- -$4,893,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Performance Services | NONE | $115,417 | $0 |
| Westfield Capital Management | NONE | $78,093 | $0 |
| O'Sullivan Associates, Inc. | NONE | $76,701 | not reported in the loaded dataset |
| Wedge Capital Management, Llp | NONE | $58,340 | $0 |
| Amalgatrust | NONE | $42,566 | not reported in the loaded dataset |
| Mspc | ACCT FOR LOCAL 469 | $34,695 | not reported in the loaded dataset |
| Martha Defazio | EMPLOYEE | $33,138 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $25,529 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors Ll | NONE | $24,726 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $23,648 | not reported in the loaded dataset |
| Fabian & Byrn LLC | NONE | $20,180 | not reported in the loaded dataset |
| Kroll, Heineman, Ptasiewicz & Parso | ATTY FOR LOCAL 469 | $11,564 | not reported in the loaded dataset |
| Cowen Execution Services LLC | NONE | $0 | $0 |