2023 Form 5500 filing — Teamsters Union Local No. 52 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 20241015123547NAL0016402323001) for Teamsters Union Local No. 52 Pension Fund, reported by Board Of Trustees, Teamsters Union Local No. 52 Pension Fund under EIN 51-6098763 and plan number 001. It reports 740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123547NAL0016402323001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Teamsters Union Local No. 52 Pension Fund
- EIN
- 51-6098763
- Plan number
- 001
- Location
- Valley View, OH
- Participants
- 740
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,435,412
- Total liabilities (EOY)
- $21,556
- Net assets (EOY)
- $107,413,856
- Employer contributions
- $1,836,501
- Total income / additions
- $24,686,891
- Benefits paid
- $7,607,120
- Administrative expenses
- $389,887
- Total expenses
- $7,997,007
- Net increase / (decrease)
- $16,689,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $73,866 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $50,000 | not reported in the loaded dataset |
| Keybank National Association | NONE | $31,534 | $0 |
| Carri Bowman | EMPLOYEE | $31,200 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, LLC | NONE | $30,614 | not reported in the loaded dataset |
| J. Schaefer & Company LLC | NONE | $22,200 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt | NONE | $10,000 | not reported in the loaded dataset |