2023 Form 5500 filing — Teamsters-National 401k Savings Plan
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 20241015155533NAL0050309360001) for Teamsters-National 401k Savings Plan, reported by Board Of Trustees Of The Teamsters- National 401k Savings Plan Trust under EIN 52-1967784 and plan number 001. It reports 162,314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155533NAL0050309360001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Teamsters- National 401k Savings Plan Trust
- EIN
- 52-1967784
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 162,314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,421,104,030
- Total liabilities (EOY)
- $992,641
- Net assets (EOY)
- $1,420,111,389
- Employer contributions
- $34,360,201
- Participant contributions
- $71,519,874
- Total income / additions
- $315,019,089
- Benefits paid
- $286,044,104
- Administrative expenses
- $3,151,766
- Total expenses
- $293,910,977
- Net increase / (decrease)
- $21,108,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Prudential Insurance Company Of | NONE | $783,241 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $724,100 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $634,234 | $0 |
| Morgan Lewis Bockius Llp | NONE | $435,928 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $280,562 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $276,071 | not reported in the loaded dataset |
| Alan D Biller Associates | NONE | $52,500 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $30,052 | $6,953 |
| International Brother Of Teamsters | NONE | $21,319 | not reported in the loaded dataset |
| Feinberg Dumont Brennan | NONE | $15,871 | not reported in the loaded dataset |