2023 Form 5500 filing — Teamsters Miscellaneous Security 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 20250220180201NAL0004343619002) for Teamsters Miscellaneous Security Fund, reported by Board Of Trustees Teamsters Miscellaneous Security Fund under EIN 95-6060502 and plan number 508. It reports 15,040 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220180201NAL0004343619002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Miscellaneous Security Fund
- EIN
- 95-6060502
- Plan number
- 508
- Location
- Pasadena, CA
- Participants
- 15,040
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $296,168,312
- Total liabilities (EOY)
- $20,670,193
- Net assets (EOY)
- $275,498,119
- Employer contributions
- $259,369,032
- Participant contributions
- $4,844,322
- Total income / additions
- $272,643,040
- Benefits paid
- $233,056,683
- Administrative expenses
- $9,501,163
- Total expenses
- $242,557,846
- Net increase / (decrease)
- $30,085,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $7,497,251 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $357,836 | not reported in the loaded dataset |
| Liberty Dental Plan Of California | NONE | $334,169 | not reported in the loaded dataset |
| Southwest Money Management, Inc | NONE | $210,302 | not reported in the loaded dataset |
| A.F. Bubenas & Company | NONE | $164,100 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $157,928 | not reported in the loaded dataset |
| Westcoast Mailers | NONE | $94,890 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford | NONE | $94,423 | not reported in the loaded dataset |
| David Brody & Co. | NONE | $87,985 | not reported in the loaded dataset |
| Union Bank | NONE | $82,851 | not reported in the loaded dataset |
| A J Longo & Associates | NONE | $53,471 | not reported in the loaded dataset |
| Segal | NONE | $43,800 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $26,257 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $25,000 | not reported in the loaded dataset |
| American Specialty Health Network | NONE | $22,854 | not reported in the loaded dataset |
| Direct Connection | NONE | $20,594 | not reported in the loaded dataset |
| Behar Public Relations | NONE | $19,385 | not reported in the loaded dataset |
| Reich, Adell & Cvitan | NONE | $13,202 | not reported in the loaded dataset |
| American Health Holdings, Inc. | NONE | $9,993 | not reported in the loaded dataset |
| Business & Banking Couriers | NONE | $6,379 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $5,489 | not reported in the loaded dataset |