2023 Form 5500 filing — Teamsters Union Local 293 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 20241016203118NAL0018047987001) for Teamsters Union Local 293 Pension Plan, reported by Trustees Of Teamsters Union Local 293 Pension Plan under EIN 51-0151830 and plan number 001. It reports 1,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016203118NAL0018047987001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Union Local 293 Pension Plan
- EIN
- 51-0151830
- Plan number
- 001
- Location
- Independence, OH
- Participants
- 1,351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,876,826
- Total liabilities (EOY)
- $22,874
- Net assets (EOY)
- $93,853,952
- Total income / additions
- $10,410,340
- Benefits paid
- $6,511,759
- Administrative expenses
- $350,407
- Total expenses
- $6,862,166
- Net increase / (decrease)
- $3,548,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Fiduciary | not reported in the loaded dataset | $38,500 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $34,110 | not reported in the loaded dataset |
| Elizabeth Peterkoski | EMPLOYEE | $34,051 | not reported in the loaded dataset |
| Boston Trust | not reported in the loaded dataset | $34,028 | not reported in the loaded dataset |
| Ciuni & Panichi | not reported in the loaded dataset | $33,673 | not reported in the loaded dataset |
| Key Corporation | not reported in the loaded dataset | $32,907 | not reported in the loaded dataset |