2023 Form 5500 filing — Teamsters Local 211 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 20241015083439NAL0015991443001) for Teamsters Local 211 Pension Fund, reported by Jt Bd Of Admin Teamsters Local 211 Pension Fund under EIN 25-1309337 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083439NAL0015991443001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Admin Teamsters Local 211 Pension Fund
- EIN
- 25-1309337
- Plan number
- 001
- Location
- Carnegie, PA
- Participants
- 606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,341,678
- Total liabilities (EOY)
- $45,309
- Net assets (EOY)
- $54,296,369
- Employer contributions
- $2,405,333
- Total income / additions
- $9,473,476
- Benefits paid
- $6,765,116
- Administrative expenses
- $408,819
- Total expenses
- $7,173,935
- Net increase / (decrease)
- $2,299,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank, National Association | NONE | $88,357 | $0 |
| Fiduciary Management, Inc. | NONE | $60,463 | $828 |
| Cozen O'Connor | NONE | $51,966 | not reported in the loaded dataset |
| Twin Capital Management, Inc. | NONE | $49,463 | $1,801 |
| Bilkey Katz Investment Consultants | NONE | $48,000 | not reported in the loaded dataset |
| Cowden Associates, Inc | NONE | $36,450 | not reported in the loaded dataset |
| Teamsters Local Union No. 211 | NONE | $34,597 | not reported in the loaded dataset |
| Albanese Sinchar And Smith | NONE | $10,700 | not reported in the loaded dataset |
| Gw & K Investment Management | NONE | $9,503 | not reported in the loaded dataset |