Teamsters Local 814 Pension Fund — Form 5500 plan (Board Of Trustees Of Teamsters Local 814 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, Teamsters Local 814 Pension Fund is a benefit plan reported by Board Of Trustees Of Teamsters Local 814 Pension Fund under EIN 11-6234358 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,916 participants and $90,854,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Local 814 Pension Fund
- EIN
- 11-6234358
- Plan number
- 001
- Plan type
- 1
- Location
- North Haledon, NJ
- Latest filing year
- 2023
- Participants
- 1,916
- End-of-year plan assets
- $90,854,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,916 | H, C | 20241010134345NAL0034174496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,854,392
- Total liabilities (EOY)
- $65,921
- Net assets (EOY)
- $90,788,471
- Net assets (BOY)
- $86,665,504
Income & contributions
- Employer contributions
- $5,836,577
- Total contributions
- $5,836,577
- Total income / additions
- $15,016,657
Expenses & distributions
- Benefits paid
- $10,001,776
- Administrative expenses
- $891,914
- Total expenses
- $10,893,690
- Net increase / (decrease)
- $4,122,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | NONE | $192,288 | not reported in the loaded dataset | 2023 |
| Northern Nj Teamsters Benefit Plan | NONE | $137,676 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $100,000 | $0 | 2023 |
| The Segal Company (Eastern States) | NONE | $80,535 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $48,145 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $25,189 | $0 | 2023 |
| Cohen Weiss And Simon Llp | LEGAL COUNSEL | $21,918 | not reported in the loaded dataset | 2023 |
| Fitzsimmons And Abrams, Llp | NONE | $15,690 | not reported in the loaded dataset | 2023 |
| Pitta Llp | NONE | $10,773 | not reported in the loaded dataset | 2023 |
| Schultheis And Panettieri Llp | NONE | $10,559 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $9,374 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Local 814 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in North Haledon, NJ
- Jpmorgan Chase Bank, Na — Schedule C compensation
- Northern Nj Teamsters Benefit Plan — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Fitzsimmons And Abrams, Llp — Schedule C compensation
- Pitta Llp — Schedule C compensation
- Schultheis And Panettieri Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation