2023 Form 5500 filing — Teamsters Local 817 Scholarship 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 20241015132907NAL0048127376002) for Teamsters Local 817 Scholarship Fund, reported by Teamsters 817 Ibt Scholarship Fund under EIN 11-2602554 and plan number 503. It reports 1,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132907NAL0048127376002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters 817 Ibt Scholarship Fund
- EIN
- 11-2602554
- Plan number
- 503
- Location
- Great Neck, NY
- Participants
- 1,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,000,709
- Total liabilities (EOY)
- $89,125
- Net assets (EOY)
- $49,911,584
- Employer contributions
- $4,041,079
- Total income / additions
- $9,486,565
- Benefits paid
- $3,236,437
- Administrative expenses
- $272,097
- Total expenses
- $3,508,534
- Net increase / (decrease)
- $5,978,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vibrant Capital Partners | NONE | $88,819 | not reported in the loaded dataset |
| Stacey Braun Associates | NONE | $34,524 | $0 |
| Mspc Certified Public Accountants | NONE | $12,133 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $9,255 | not reported in the loaded dataset |
| Us Bank | NONE | $5,839 | not reported in the loaded dataset |