Teamsters Local No. 35 Pension Plan — Form 5500 plan (Board Of Trustees Of The Teamsters No. 35 Pension Plan)
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 No. 35 Pension Plan is a benefit plan reported by Board Of Trustees Of The Teamsters No. 35 Pension Plan under EIN 22-1929328 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,906 participants and $47,270,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Teamsters No. 35 Pension Plan
- EIN
- 22-1929328
- Plan number
- 001
- Plan type
- 1
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,906
- End-of-year plan assets
- $47,270,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,906 | H, C | 20240725103342NAL0014301761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,270,874
- Total liabilities (EOY)
- $65,339
- Net assets (EOY)
- $47,205,535
- Net assets (BOY)
- $44,790,819
Income & contributions
- Employer contributions
- $1,711,072
- Total contributions
- $1,711,072
- Total income / additions
- $7,226,220
Expenses & distributions
- Benefits paid
- $4,053,387
- Administrative expenses
- $758,117
- Total expenses
- $4,811,504
- Net increase / (decrease)
- $2,414,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roger Grover | EMPLOYEE | $113,233 | not reported in the loaded dataset | 2023 |
| Teamsters Local 35 Health Plan | UNION HEALTH PLAN | $71,451 | not reported in the loaded dataset | 2023 |
| American Core Realty Fund, LLC | NONE | $60,324 | not reported in the loaded dataset | 2023 |
| Jfl Int'L Equity Fund | NONE | $56,615 | not reported in the loaded dataset | 2023 |
| Haefele, Flanagan And Co. | NONE | $45,850 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Private Offshore Fund | NONE | $44,623 | not reported in the loaded dataset | 2023 |
| Dahab Associates | NONE | $29,282 | not reported in the loaded dataset | 2023 |
| Rae Group, LLC | NONE | $28,100 | not reported in the loaded dataset | 2023 |
| East Point Data | NONE | $27,360 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton | NONE | $19,061 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $18,910 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $18,845 | not reported in the loaded dataset | 2023 |
| Zazzali Fagella Nowak Kleinbaum | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $10,506 | $0 | 2023 |
| Ancero LLC | NONE | $6,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Teamsters No. 35 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Trenton, NJ
- Roger Grover — Schedule C compensation
- Teamsters Local 35 Health Plan — Schedule C compensation
- American Core Realty Fund, LLC — Schedule C compensation
- Jfl Int'L Equity Fund — Schedule C compensation
- Haefele, Flanagan And Co. — Schedule C compensation
- Hamilton Lane Private Offshore Fund — Schedule C compensation
- Dahab Associates — Schedule C compensation
- Rae Group, LLC — Schedule C compensation
- East Point Data — Schedule C compensation
- Garcia Hamilton — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Zazzali Fagella Nowak Kleinbaum — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Ancero LLC — Schedule C compensation