Teamsters Local 210 Affiliated Pension Trust Fund — Form 5500 plan (Board Of Trustees Teamsters Local 210 Affiliated Pension Trust 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 210 Affiliated Pension Trust Fund is a benefit plan reported by Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund under EIN 20-3856052 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,588 participants and $156,916,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund
- EIN
- 20-3856052
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 7,588
- End-of-year plan assets
- $156,916,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,588 | H, C | 20241015210107NAL0029664033002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,916,797
- Total liabilities (EOY)
- $118,195
- Net assets (EOY)
- $156,798,602
- Net assets (BOY)
- $161,455,832
Income & contributions
- Employer contributions
- $2,599,023
- Total contributions
- $2,599,023
- Total income / additions
- $13,713,374
Expenses & distributions
- Benefits paid
- $16,621,877
- Administrative expenses
- $1,748,727
- Total expenses
- $18,370,604
- Net increase / (decrease)
- -$4,657,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savasta And Company Inc | TPA/ACTUARY | $939,842 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services LLC | NONE | $123,575 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $53,068 | not reported in the loaded dataset | 2023 |
| Samuel Goldstein & Co., P.C. | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Boston Trust & Investment Managemen | NONE | $43,355 | $0 | 2023 |
| M & T Investment Group | CUSTODIAN | $40,000 | $0 | 2023 |
| Ziegler Capital Management LLC | NONE | $35,401 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mangaement LLC | NONE | $17,223 | $0 | 2023 |
| Manning & Russo | NONE | $13,025 | $0 | 2023 |
| Rhumbline Advisors Limited Partners | NONE | $7,668 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund
- 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
- Investment Consulting Services LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Samuel Goldstein & Co., P.C. — Schedule C compensation
- Boston Trust & Investment Managemen — Schedule C compensation
- M & T Investment Group — Schedule C compensation
- Ziegler Capital Management LLC — Schedule C compensation
- Boyd Watterson Asset Mangaement LLC — Schedule C compensation
- Manning & Russo — Schedule C compensation
- Rhumbline Advisors Limited Partners — Schedule C compensation