2023 Form 5500 filing — Teamsters Local 727 Legal & Educ. Assist. 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 20241215094440NAL0000389313001) for Teamsters Local 727 Legal & Educ. Assist. Fund, reported by Teamsters Local Union No. 727 Legal & Educational Asstce Fund under EIN 36-3429967 and plan number 501. It reports 3,193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241215094440NAL0000389313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local Union No. 727 Legal & Educational Asstce Fund
- EIN
- 36-3429967
- Plan number
- 501
- Location
- Park Ridge, IL
- Participants
- 3,193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,242,542
- Total liabilities (EOY)
- $872,993
- Net assets (EOY)
- $5,369,549
- Employer contributions
- $7,083,915
- Total income / additions
- $7,373,915
- Benefits paid
- $4,896,856
- Administrative expenses
- $909,463
- Total expenses
- $5,806,319
- Net increase / (decrease)
- $1,567,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| L. Cruz | EMPLOYEE | $144,720 | not reported in the loaded dataset |
| B. Affetto | EMPLOYEE | $63,675 | not reported in the loaded dataset |
| R. Laino | EMPLOYEE | $54,042 | not reported in the loaded dataset |
| M. Pryor | EMPLOYEE | $53,391 | not reported in the loaded dataset |
| V. Naples | EMPLOYEE | $47,695 | not reported in the loaded dataset |
| R. Clancy | EMPLOYEE | $47,072 | not reported in the loaded dataset |
| G. Shamoon | EMPLOYEE | $39,299 | not reported in the loaded dataset |
| S. Johnson | EMPLOYEE | $39,065 | not reported in the loaded dataset |
| Z. Frankenbach | EMPLOYEE | $36,406 | not reported in the loaded dataset |
| J. Martinez | EMPLOYEE | $34,333 | not reported in the loaded dataset |
| B. Rodriguez | EMPLOYEE | $33,189 | not reported in the loaded dataset |
| C. Laino | EMPLOYEE | $29,683 | not reported in the loaded dataset |
| G. Youmans | TRUSTEE | $28,233 | not reported in the loaded dataset |
| C. Jacobazzi | EMPLOYEE | $27,127 | not reported in the loaded dataset |
| C. Tominberg | TRUSTEE | $24,640 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $15,746 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $15,118 | not reported in the loaded dataset |
| Ctm Legal | OWNER IS BRO. OF TRUSTEE | $6,003 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,414 | $0 |