2023 Form 5500 filing — Teamsters Life Insurance 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 20241115032031NAL0000694816001) for Teamsters Life Insurance Trust Fund, reported by Board Of Trustees Of Teamsters Life Insurance Trust Fund under EIN 23-7316778 and plan number 501. It reports 23,400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115032031NAL0000694816001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Life Insurance Trust Fund
- EIN
- 23-7316778
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 23,400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,642,496
- Total liabilities (EOY)
- $341,513
- Net assets (EOY)
- $35,300,983
- Employer contributions
- $194,208
- Total income / additions
- $2,636,868
- Benefits paid
- $590,151
- Administrative expenses
- $771,447
- Total expenses
- $1,361,598
- Net increase / (decrease)
- $1,275,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services & Benefit Admin. | NONE | $320,046 | not reported in the loaded dataset |
| Ziegler Capital Management | NONE | $83,315 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $51,026 | not reported in the loaded dataset |
| American Core Realty Fund, LLC | NONE | $46,562 | not reported in the loaded dataset |
| Trucker Huss | NONE | $45,237 | not reported in the loaded dataset |
| Beeson, Tayer & Bodine | NONE | $39,136 | not reported in the loaded dataset |
| New England Pension Consultant | NONE | $32,114 | not reported in the loaded dataset |
| Nlr Benefits | NONE | $30,000 | not reported in the loaded dataset |
| Comerica Bank | NONE | $14,517 | $566 |
| Foster & Foster | NONE | $13,064 | not reported in the loaded dataset |
| Jerry Hammack | TRUSTEE | $9,578 | not reported in the loaded dataset |
| Dick Muto | TRUSTEE | $8,700 | not reported in the loaded dataset |
| Stephen Horn Insurance | NONE | $0 | $8,327 |
| Darrell Pratt | TRUSTEE | $7,613 | not reported in the loaded dataset |
| John Hurley | TRUSTEE | $7,034 | not reported in the loaded dataset |