2023 Form 5500 filing — Teamsters' Construction Industry & Misc Pension 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 20241014164442NAL0013640691003) for Teamsters' Construction Industry & Misc Pension Fund, reported by Teamsters' Construction Industry under EIN 25-6135580 and plan number 001. It reports 2,157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164442NAL0013640691003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters' Construction Industry
- EIN
- 25-6135580
- Plan number
- 001
- Location
- Mcmurray, PA
- Participants
- 2,157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,605,204
- Total liabilities (EOY)
- $382,623
- Net assets (EOY)
- $206,222,581
- Employer contributions
- $6,531,937
- Total income / additions
- $35,493,765
- Benefits paid
- $10,956,517
- Administrative expenses
- $1,157,016
- Total expenses
- $12,113,533
- Net increase / (decrease)
- $23,380,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Fund Service Company | NONE | $206,078 | not reported in the loaded dataset |
| Metropolitan West Capital Mgmt. | NONE | $151,115 | not reported in the loaded dataset |
| Fiera Capital, Inc. | NONE | $140,040 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $123,934 | not reported in the loaded dataset |
| C.S. Mckee | NONE | $89,832 | not reported in the loaded dataset |
| Siguler Guff & Company Lp | NONE | $71,183 | $0 |
| Morgan Stanley Smith Barney | NONE | $50,000 | $0 |
| Grossman Yanak & Ford Llp | NONE | $42,079 | not reported in the loaded dataset |
| Cim Investment Capital | NONE | $39,227 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $37,285 | not reported in the loaded dataset |
| Cowden Associates, Inc. | NONE | $34,955 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $16,341 | $0 |
| State Street Global Advisors | NONE | $14,381 | $0 |
| Meyer Unkovic & Scott Llp | NONE | $9,640 | not reported in the loaded dataset |
| Freedom Resources | NONE | $9,387 | not reported in the loaded dataset |