Teamsters Local 277 Pension — Form 5500 plan (Teamsters Local 277 Pension Board Of Trustees)
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 277 Pension is a benefit plan reported by Teamsters Local 277 Pension Board Of Trustees under EIN 13-6696819 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,627 participants and $27,904,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 277 Pension Board Of Trustees
- EIN
- 13-6696819
- Plan number
- 001
- Plan type
- 1
- Location
- Hempstead, NY
- Latest filing year
- 2023
- Participants
- 1,627
- End-of-year plan assets
- $27,904,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,627 | H, C | 20241213104014NAL0020664208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,904,291
- Total liabilities (EOY)
- $48,311
- Net assets (EOY)
- $27,855,980
- Net assets (BOY)
- $27,638,792
Income & contributions
- Employer contributions
- $1,135,422
- Total contributions
- $1,400,398
- Total income / additions
- $4,083,039
Expenses & distributions
- Benefits paid
- $3,459,684
- Administrative expenses
- $406,167
- Total expenses
- $3,865,851
- Net increase / (decrease)
- $217,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Rps | NONE | $123,652 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Prager Metis Cpas, LLC | NONE | $28,193 | not reported in the loaded dataset | 2023 |
| Frank Asprea | EMPLOYEE | $27,826 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $24,769 | not reported in the loaded dataset | 2023 |
| Spivak, Lipton, Watanabe & Moss Llp | NONE | $22,450 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 277 Pension Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hempstead, NY
- Cbiz Rps — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Prager Metis Cpas, LLC — Schedule C compensation
- Frank Asprea — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Spivak, Lipton, Watanabe & Moss Llp — Schedule C compensation
- Us Bank — Schedule C compensation