Teamsters Joint Council No. 16 Pension Fund — Form 5500 plan (Board Of Trustees Of Teamsters Joint Council No. 16 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 Joint Council No. 16 Pension Fund is a benefit plan reported by Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund under EIN 13-5505746 and plan number 002. The latest loaded filing year is 2023. The filing reports 983 participants and $39,090,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund
- EIN
- 13-5505746
- Plan number
- 002
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 983
- End-of-year plan assets
- $39,090,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 983 | H, C | 20241010080007NAL0020671345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,090,740
- Total liabilities (EOY)
- $71,510
- Net assets (EOY)
- $39,019,230
- Net assets (BOY)
- $35,571,392
Income & contributions
- Employer contributions
- $2,167,891
- Total contributions
- $2,167,891
- Total income / additions
- $7,411,138
Expenses & distributions
- Benefits paid
- $3,350,664
- Administrative expenses
- $612,636
- Total expenses
- $3,963,300
- Net increase / (decrease)
- $3,447,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun | NONE | $112,917 | $0 | 2023 |
| The Segal Company (Eastern States) | NONE | $72,070 | not reported in the loaded dataset | 2023 |
| Md Sass Associates, Inc. | NONE | $44,857 | $0 | 2023 |
| Jodianne O'Toole | EMPLOYEE | $40,082 | not reported in the loaded dataset | 2023 |
| Lisa Gaston | EMPLOYEE | $38,115 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $31,240 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $18,702 | $0 | 2023 |
| Cohen Weiss And Simon Llp | LEGAL COUNSEL | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Stacey Braun — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Md Sass Associates, Inc. — Schedule C compensation
- Jodianne O'Toole — Schedule C compensation
- Lisa Gaston — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation