Teamsters Local 408 Annuity Fund — Form 5500 plan (Trustees Of Teamsters Local 408 Annuity 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 408 Annuity Fund is a benefit plan reported by Trustees Of Teamsters Local 408 Annuity Fund under EIN 22-3002089 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $20,712,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local 408 Annuity Fund
- EIN
- 22-3002089
- Plan number
- 001
- Plan type
- 1
- Location
- Union, NJ
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $20,712,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20241015151722NAL0016727395002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,712,161
- Total liabilities (EOY)
- $372,714
- Net assets (EOY)
- $20,339,447
- Net assets (BOY)
- $19,017,325
Income & contributions
- Employer contributions
- $1,935,897
- Total contributions
- $1,935,897
- Total income / additions
- $4,852,402
Expenses & distributions
- Benefits paid
- $3,243,847
- Administrative expenses
- $286,433
- Total expenses
- $3,530,280
- Net increase / (decrease)
- $1,322,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | NONE | $83,651 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR LOCAL 560 | $35,700 | not reported in the loaded dataset | 2023 |
| Oppenheimer & Co. Inc. | NONE | $27,145 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $15,702 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc. | NONE | $11,351 | not reported in the loaded dataset | 2023 |
| Zazzali, Fagella, Nowak, Kleinbaum | NONE | $7,690 | not reported in the loaded dataset | 2023 |
| Comerica Bank & Trust, N.A. | NONE | $7,165 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local 408 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Union, NJ
- Janney Montgomery Scott LLC — Schedule C compensation
- Mspc — Schedule C compensation
- Oppenheimer & Co. Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jbm Computer Consultants, Inc. — Schedule C compensation
- Zazzali, Fagella, Nowak, Kleinbaum — Schedule C compensation
- Comerica Bank & Trust, N.A. — Schedule C compensation