Teamsters Local 819 Pension Fund — Form 5500 plan (Teamsters Local 819 Pension Fund C/O Savasta)
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 819 Pension Fund is a benefit plan reported by Teamsters Local 819 Pension Fund C/O Savasta under EIN 13-2578837 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,804 participants and $48,141,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 819 Pension Fund C/O Savasta
- EIN
- 13-2578837
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,804
- End-of-year plan assets
- $48,141,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,804 | H, C | 20241015110051NAL0028137393002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,141,356
- Total liabilities (EOY)
- $251,184
- Net assets (EOY)
- $47,890,172
- Net assets (BOY)
- $44,228,488
Income & contributions
- Employer contributions
- $1,334,466
- Total contributions
- $1,334,466
- Total income / additions
- $6,793,033
Expenses & distributions
- Benefits paid
- $2,537,009
- Administrative expenses
- $594,340
- Total expenses
- $3,131,349
- Net increase / (decrease)
- $3,661,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company Inc | TPA/ACTUARY | $287,700 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co | NONE | $55,605 | not reported in the loaded dataset | 2023 |
| Samuel Goldstein & Co, P.C. | NONE | $40,182 | not reported in the loaded dataset | 2023 |
| Boston Trust & Investment Managemen | NONE | $29,661 | $0 | 2023 |
| Investment Consulting Services LLC | NONE | $21,225 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management LLC | NONE | $16,736 | not reported in the loaded dataset | 2023 |
| M & T Investment Group | CUSTODIAN | $13,750 | $0 | 2023 |
| Manning & Russo LLC | NONE | $9,700 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $8,461 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 819 Pension Fund C/O Savasta
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Savasta And Company Inc — Schedule C compensation
- Buchbinder Tunick & Co — Schedule C compensation
- Samuel Goldstein & Co, P.C. — Schedule C compensation
- Boston Trust & Investment Managemen — Schedule C compensation
- Investment Consulting Services LLC — Schedule C compensation
- Ziegler Capital Management LLC — Schedule C compensation
- M & T Investment Group — Schedule C compensation
- Manning & Russo LLC — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation