2023 Form 5500 filing — Teamsters Joint Council No. 73 Pension & Trust 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 20250715124703NAL0002089089002) for Teamsters Joint Council No. 73 Pension & Trust Fund, reported by Trustees Of Teamsters Joint Council No. 73 Pension & Trust Fund under EIN 22-6171374 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715124703NAL0002089089002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trustees Of Teamsters Joint Council No. 73 Pension & Trust Fund
- EIN
- 22-6171374
- Plan number
- 001
- Location
- Springfield, NJ
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,022,205
- Total liabilities (EOY)
- $28,329
- Net assets (EOY)
- $31,993,876
- Employer contributions
- $1,973,143
- Total income / additions
- $6,729,826
- Benefits paid
- $2,100,527
- Administrative expenses
- $351,984
- Total expenses
- $2,452,511
- Net increase / (decrease)
- $4,277,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $80,938 | $0 |
| Basil Castrovinci Associates | NONE | $64,940 | not reported in the loaded dataset |
| Jeannine Fucci | EMPLOYEE | $38,249 | not reported in the loaded dataset |
| Mspc | ACCT FOR JC NO 73 | $25,306 | not reported in the loaded dataset |
| Stacy Braun Associates, Inc. | NONE | $12,957 | not reported in the loaded dataset |
| Bank Of America | NONE | $7,604 | not reported in the loaded dataset |