2023 Form 5500 filing — Houston Area Teamsters 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 20250115063139NAL0011555955002) for Houston Area Teamsters Pension Fund, reported by Board Of Trustees Houston Area Teamsters Pension Fund under EIN 74-6263976 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115063139NAL0011555955002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Houston Area Teamsters Pension Fund
- EIN
- 74-6263976
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,280,955
- Net assets (EOY)
- $13,280,955
- Employer contributions
- $320,819
- Total income / additions
- $2,234,703
- Benefits paid
- $694,835
- Administrative expenses
- $264,309
- Total expenses
- $959,144
- Net increase / (decrease)
- $1,275,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Resources | CONTRACT ADMINISTRATOR | $83,581 | not reported in the loaded dataset |
| Horizon Actuarial Services | ACTUARY | $75,127 | not reported in the loaded dataset |
| Harper Pearson | ACCOUNTANTS | $37,000 | not reported in the loaded dataset |
| Rbc Capital Markets | INVESTMENT ADVISOR | $34,619 | not reported in the loaded dataset |
| Conner & Winters | ATTORNEY | $8,433 | not reported in the loaded dataset |