2023 Form 5500 filing — Local 817 Ibt 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 20241015131854NAL0057794130002) for Local 817 Ibt Pension Fund, reported by Theatrical Teamsters Local 817 Pension Fund under EIN 11-2610489 and plan number 001. It reports 1,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131854NAL0057794130002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Theatrical Teamsters Local 817 Pension Fund
- EIN
- 11-2610489
- Plan number
- 001
- Location
- Great Neck, NY
- Participants
- 1,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $625,321,561
- Total liabilities (EOY)
- $167,468
- Net assets (EOY)
- $625,154,093
- Employer contributions
- $19,324,596
- Total income / additions
- $84,751,151
- Benefits paid
- $24,197,792
- Administrative expenses
- $1,633,143
- Total expenses
- $25,830,935
- Net increase / (decrease)
- $58,920,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Terracap Management, LLC | NONE | $439,159 | not reported in the loaded dataset |
| Stacey Braun Associates | NONE | $408,510 | $0 |
| Capital Asset Advisors | NONE | $200,000 | not reported in the loaded dataset |
| Kathleen Kreinbihl | EMPLOYEE | $94,536 | not reported in the loaded dataset |
| Entrust Partners Offshore, Lp | NONE | $67,085 | $0 |
| The Segal Company | NONE | $61,023 | not reported in the loaded dataset |
| Us Bank | NONE | $37,780 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $33,644 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $24,633 | not reported in the loaded dataset |