Teamsters Local 469 Pension Plan — Form 5500 plan (Trustees Of Teamsters Local No. 469 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 Local 469 Pension Plan is a benefit plan reported by Trustees Of Teamsters Local No. 469 Pension Fund under EIN 22-6172237 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,490 participants and $63,763,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local No. 469 Pension Fund
- EIN
- 22-6172237
- Plan number
- 001
- Plan type
- 1
- Location
- Hazlet, NJ
- Latest filing year
- 2023
- Participants
- 1,490
- End-of-year plan assets
- $63,763,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,490 | H, C | 20241014133130NAL0053714018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,763,603
- Total liabilities (EOY)
- $119,658
- Net assets (EOY)
- $63,643,945
- Net assets (BOY)
- $68,537,900
Income & contributions
- Employer contributions
- $2,212,508
- Total contributions
- $2,212,508
- Total income / additions
- $10,428,182
Expenses & distributions
- Benefits paid
- $14,587,099
- Administrative expenses
- $735,038
- Total expenses
- $15,322,137
- Net increase / (decrease)
- -$4,893,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Performance Services | NONE | $115,417 | $0 | 2023 |
| Westfield Capital Management | NONE | $78,093 | $0 | 2023 |
| O'Sullivan Associates, Inc. | NONE | $76,701 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management, Llp | NONE | $58,340 | $0 | 2023 |
| Amalgatrust | NONE | $42,566 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR LOCAL 469 | $34,695 | not reported in the loaded dataset | 2023 |
| Martha Defazio | EMPLOYEE | $33,138 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $25,529 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors Ll | NONE | $24,726 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $23,648 | not reported in the loaded dataset | 2023 |
| Fabian & Byrn LLC | NONE | $20,180 | not reported in the loaded dataset | 2023 |
| Kroll, Heineman, Ptasiewicz & Parso | ATTY FOR LOCAL 469 | $11,564 | not reported in the loaded dataset | 2023 |
| Cowen Execution Services LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local No. 469 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hazlet, NJ
- Investment Performance Services — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- O'Sullivan Associates, Inc. — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- Amalgatrust — Schedule C compensation
- Mspc — Schedule C compensation
- Martha Defazio — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Hardman Johnston Global Advisors Ll — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Fabian & Byrn LLC — Schedule C compensation
- Kroll, Heineman, Ptasiewicz & Parso — Schedule C compensation
- Cowen Execution Services LLC — Schedule C compensation