2023 Form 5500 filing — Teamsters Local 277 Pension
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 20241213104014NAL0020664208001) for Teamsters Local 277 Pension, reported by Teamsters Local 277 Pension Board Of Trustees under EIN 13-6696819 and plan number 001. It reports 1,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213104014NAL0020664208001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local 277 Pension Board Of Trustees
- EIN
- 13-6696819
- Plan number
- 001
- Location
- Hempstead, NY
- Participants
- 1,627
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,904,291
- Total liabilities (EOY)
- $48,311
- Net assets (EOY)
- $27,855,980
- Employer contributions
- $1,135,422
- Total income / additions
- $4,083,039
- Benefits paid
- $3,459,684
- Administrative expenses
- $406,167
- Total expenses
- $3,865,851
- Net increase / (decrease)
- $217,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Rps | NONE | $123,652 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $35,000 | not reported in the loaded dataset |
| Prager Metis Cpas, LLC | NONE | $28,193 | not reported in the loaded dataset |
| Frank Asprea | EMPLOYEE | $27,826 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $24,769 | not reported in the loaded dataset |
| Spivak, Lipton, Watanabe & Moss Llp | NONE | $22,450 | not reported in the loaded dataset |
| Us Bank | NONE | $7,500 | not reported in the loaded dataset |