Local 817 Ibt Pension Fund — Form 5500 plan (Theatrical Teamsters Local 817 Pension Fund)
Plain-English plan 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, Local 817 Ibt Pension Fund is a benefit plan reported by Theatrical Teamsters Local 817 Pension Fund under EIN 11-2610489 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,950 participants and $625,321,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Theatrical Teamsters Local 817 Pension Fund
- EIN
- 11-2610489
- Plan number
- 001
- Plan type
- 1
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 1,950
- End-of-year plan assets
- $625,321,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,950 | H, C | 20241015131854NAL0057794130002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $625,321,561
- Total liabilities (EOY)
- $167,468
- Net assets (EOY)
- $625,154,093
- Net assets (BOY)
- $566,233,877
Income & contributions
- Employer contributions
- $19,324,596
- Total contributions
- $19,324,596
- Total income / additions
- $84,751,151
Expenses & distributions
- Benefits paid
- $24,197,792
- Administrative expenses
- $1,633,143
- Total expenses
- $25,830,935
- Net increase / (decrease)
- $58,920,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Terracap Management, LLC | NONE | $439,159 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates | NONE | $408,510 | $0 | 2023 |
| Capital Asset Advisors | NONE | $200,000 | not reported in the loaded dataset | 2023 |
| Kathleen Kreinbihl | EMPLOYEE | $94,536 | not reported in the loaded dataset | 2023 |
| Entrust Partners Offshore, Lp | NONE | $67,085 | $0 | 2023 |
| The Segal Company | NONE | $61,023 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $37,780 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $33,644 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $24,633 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Theatrical Teamsters Local 817 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- Terracap Management, LLC — Schedule C compensation
- Stacey Braun Associates — Schedule C compensation
- Capital Asset Advisors — Schedule C compensation
- Kathleen Kreinbihl — Schedule C compensation
- Entrust Partners Offshore, Lp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation