Teamsters Local 814 Annuity Fund — Form 5500 plan (Board Of Trustees Of Teamsters Local 814 Annuity 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, Teamsters Local 814 Annuity Fund is a benefit plan reported by Board Of Trustees Of Teamsters Local 814 Annuity Fund under EIN 11-6234357 and plan number 002. The latest loaded filing year is 2023. The filing reports 791 participants and $31,634,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Local 814 Annuity Fund
- EIN
- 11-6234357
- Plan number
- 002
- Plan type
- 1
- Location
- North Haledon, NJ
- Latest filing year
- 2023
- Participants
- 791
- End-of-year plan assets
- $31,634,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 791 | H, C | 20241010133337NAL0011507043002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,634,367
- Total liabilities (EOY)
- $47,871
- Net assets (EOY)
- $31,586,496
- Net assets (BOY)
- $29,632,653
Income & contributions
- Employer contributions
- $1,697,350
- Total contributions
- $1,697,350
- Total income / additions
- $4,069,576
Expenses & distributions
- Benefits paid
- $1,579,871
- Administrative expenses
- $320,557
- Total expenses
- $2,115,733
- Net increase / (decrease)
- $1,953,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Nj Teamsters Benefit Plan | NONE | $94,320 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $50,000 | $0 | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $27,510 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, Na | NONE | $25,126 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | LEGAL COUNSEL | $9,216 | not reported in the loaded dataset | 2023 |
| Pitta, Llp | NONE | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Local 814 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in North Haledon, NJ
- Northern Nj Teamsters Benefit Plan — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Jp Morgan Chase Bank, Na — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Pitta, Llp — Schedule C compensation