2023 Form 5500 filing — Employer - Teamsters Local Nos 175 & 505 Pension Trust 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 20241016133316NAL0015855875001) for Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund, reported by Employer - Teamsters Local Nos 175&505 Pension Trust Fund under EIN 55-6021850 and plan number 001. It reports 5,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016133316NAL0015855875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Employer - Teamsters Local Nos 175&505 Pension Trust Fund
- EIN
- 55-6021850
- Plan number
- 001
- Location
- South Charleston, WV
- Participants
- 5,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $419,924,670
- Total liabilities (EOY)
- $338,171
- Net assets (EOY)
- $419,586,499
- Employer contributions
- $29,154,105
- Total income / additions
- $68,828,528
- Benefits paid
- $32,938,153
- Administrative expenses
- $2,137,292
- Total expenses
- $35,075,445
- Net increase / (decrease)
- $33,753,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intercontinental | NONE | $261,895 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $226,055 | not reported in the loaded dataset |
| Manning & Napier | NONE | $205,915 | not reported in the loaded dataset |
| United National Bank | NONE | $158,324 | not reported in the loaded dataset |
| American Core Realty Fund LLC | NONE | $120,685 | not reported in the loaded dataset |
| Cs Mckee Lp | NONE | $108,052 | not reported in the loaded dataset |
| Andco Consulting | NONE | $90,000 | not reported in the loaded dataset |
| Cherion | NONE | $74,032 | not reported in the loaded dataset |
| Harris, Hardin & Company, Ac | NONE | $57,201 | not reported in the loaded dataset |
| Ciccarello, Del Giudice & Lafon | NONE | $27,500 | not reported in the loaded dataset |