2023 Form 5500 filing — Mo-Kan Teamsters 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 20241015161840NAL0015065891003) for Mo-Kan Teamsters Pension Fund, reported by Mo-Kan Teamsters Pension Fund under EIN 43-6142288 and plan number 001. It reports 1,860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161840NAL0015065891003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Mo-Kan Teamsters Pension Fund
- EIN
- 43-6142288
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 1,860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $212,737,771
- Total liabilities (EOY)
- $2,249
- Net assets (EOY)
- $212,735,522
- Employer contributions
- $4,594,369
- Total income / additions
- $31,223,807
- Benefits paid
- $12,603,443
- Administrative expenses
- $1,146,187
- Total expenses
- $13,749,630
- Net increase / (decrease)
- $17,474,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corp | NONE | $192,365 | not reported in the loaded dataset |
| Segal Consulting | NONE | $99,738 | $33,861 |
| American Stable Advisors | NONE | $128,045 | not reported in the loaded dataset |
| Arnold Newbold Sollars & Hollins | NONE | $111,287 | not reported in the loaded dataset |
| Prudential Insurance Co | NONE | $82,756 | $0 |
| Ullico Investment Advisors Inc. | NONE | $65,675 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $65,187 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $64,250 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $41,724 | $0 |
| Prudential Trust Co | NONE | $38,076 | $0 |
| Anders Cpas & Advisors | NONE | $18,000 | not reported in the loaded dataset |
| Construction Benefit Audit Corp | NONE | $13,714 | not reported in the loaded dataset |
| Iron Mountain | NONE | $7,310 | not reported in the loaded dataset |