2023 Form 5500 filing — Teamsters Local 819 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 20241015110051NAL0028137393002) for Teamsters Local 819 Pension Fund, reported by Teamsters Local 819 Pension Fund C/O Savasta under EIN 13-2578837 and plan number 001. It reports 1,804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110051NAL0028137393002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local 819 Pension Fund C/O Savasta
- EIN
- 13-2578837
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,141,356
- Total liabilities (EOY)
- $251,184
- Net assets (EOY)
- $47,890,172
- Employer contributions
- $1,334,466
- Total income / additions
- $6,793,033
- Benefits paid
- $2,537,009
- Administrative expenses
- $594,340
- Total expenses
- $3,131,349
- Net increase / (decrease)
- $3,661,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta And Company Inc | TPA/ACTUARY | $287,700 | not reported in the loaded dataset |
| Buchbinder Tunick & Co | NONE | $55,605 | not reported in the loaded dataset |
| Samuel Goldstein & Co, P.C. | NONE | $40,182 | not reported in the loaded dataset |
| Boston Trust & Investment Managemen | NONE | $29,661 | $0 |
| Investment Consulting Services LLC | NONE | $21,225 | not reported in the loaded dataset |
| Ziegler Capital Management LLC | NONE | $16,736 | not reported in the loaded dataset |
| M & T Investment Group | CUSTODIAN | $13,750 | $0 |
| Manning & Russo LLC | NONE | $9,700 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $8,461 | $0 |