2023 Form 5500 filing — Teamsters Local 408 Pension 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 20241015183219NAL0015256547002) for Teamsters Local 408 Pension Plan, reported by Trustees Of Teamsters Local 408 Pension And Welfare Funds under EIN 22-6172437 and plan number 001. It reports 1,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183219NAL0015256547002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local 408 Pension And Welfare Funds
- EIN
- 22-6172437
- Plan number
- 001
- Location
- Union, NJ
- Participants
- 1,029
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,970,324
- Net assets (EOY)
- $103,970,324
- Employer contributions
- $2,198,491
- Total income / additions
- $19,714,782
- Benefits paid
- $7,841,072
- Administrative expenses
- $1,015,555
- Total expenses
- $8,856,627
- Net increase / (decrease)
- $10,858,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $220,144 | not reported in the loaded dataset |
| Janney Montgomery Scott LLC | NONE | $184,607 | not reported in the loaded dataset |
| Oppenheimer & Co., Inc. | NONE | $89,264 | not reported in the loaded dataset |
| Mspc | ACCT FOR LOCAL 560 | $56,140 | not reported in the loaded dataset |
| Blackrock Instutional Trust Co. | NONE | $48,643 | not reported in the loaded dataset |
| Comerica Bank & Trust, Na | NONE | $46,561 | $0 |
| Rosalind Tomeio | EMPLOYEE | $45,137 | not reported in the loaded dataset |
| Kimberly Romeo | EMPLOYEE | $37,992 | not reported in the loaded dataset |
| Jbm Computer Consultants, Inc. | NONE | $25,691 | not reported in the loaded dataset |
| Zazzali, Fagella, Nowak, Kleinbaum | NONE | $23,557 | not reported in the loaded dataset |