2023 Form 5500 filing — Teamsters Local 641 Pension 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 20241213110025NAL0008553011002) for Teamsters Local 641 Pension Fund, reported by Board Of Trustees Teamsters Local 641 Pension Fund under EIN 22-6220288 and plan number 001. It reports 3,245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213110025NAL0008553011002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Local 641 Pension Fund
- EIN
- 22-6220288
- Plan number
- 001
- Location
- Union, NJ
- Participants
- 3,245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $568,685,502
- Total liabilities (EOY)
- $21,397,589
- Net assets (EOY)
- $547,287,913
- Employer contributions
- $2,781,194
- Total income / additions
- $33,956,101
- Benefits paid
- $37,429,229
- Administrative expenses
- $1,848,099
- Total expenses
- $39,277,328
- Net increase / (decrease)
- -$5,321,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital International | NONE | $789,431 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $100,000 | $0 |
| Bridgeway Benefit Technologies | NONE | $84,922 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $76,179 | $0 |
| Diane Florian | EMPLOYEE | $71,545 | not reported in the loaded dataset |
| Karri Steinmacher | EMPLOYEE | $65,873 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parsons | ATTY FOR LOCAL 641 | $60,000 | not reported in the loaded dataset |
| Kathleen Kyreakakis | EMPLOYEE | $53,988 | not reported in the loaded dataset |
| Summit Actuarial Services, LLC | NONE | $49,000 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $35,648 | $0 |
| Mspc | ACCT FOR LOCAL 641 | $21,385 | not reported in the loaded dataset |
| Gellert Seitz Busenkell & Brown LLC | not reported in the loaded dataset | $7,363 | not reported in the loaded dataset |