Teamsters Employers Local 945 Pension Fund — Form 5500 plan (Board Of Trustees Teamsters Local 945 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 Employers Local 945 Pension Fund is a benefit plan reported by Board Of Trustees Teamsters Local 945 Pension Fund under EIN 22-6196388 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,726 participants and $95,497,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 945 Pension Fund
- EIN
- 22-6196388
- Plan number
- 001
- Plan type
- 1
- Location
- Wayne, NJ
- Latest filing year
- 2023
- Participants
- 2,726
- End-of-year plan assets
- $95,497,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,726 | H, C | 20241017122352NAL0033016001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,497,970
- Total liabilities (EOY)
- $140,801
- Net assets (EOY)
- $95,357,169
- Net assets (BOY)
- $91,262,943
Income & contributions
- Employer contributions
- $3,227,912
- Total contributions
- $3,227,912
- Total income / additions
- $12,561,877
Expenses & distributions
- Benefits paid
- $7,411,759
- Administrative expenses
- $1,055,892
- Total expenses
- $8,467,651
- Net increase / (decrease)
- $4,094,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Global Asset Management | NONE | $111,259 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $92,288 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $78,339 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $73,593 | $0 | 2023 |
| Investment Performance Services LLC | NONE | $73,000 | $0 | 2023 |
| Wedge Capital Management, Llp | NONE | $55,188 | $0 | 2023 |
| American Realty Advisors | NONE | $47,404 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $45,215 | not reported in the loaded dataset | 2023 |
| Mb Connaughton, Esqs, LLC | ATTY FOR LOCAL 125 | $44,604 | not reported in the loaded dataset | 2023 |
| Susan Rolph | EMPLOYEE | $41,721 | not reported in the loaded dataset | 2023 |
| Catherine Oakes | EMPLOYEE | $38,432 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $27,683 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions | NONE | $20,239 | not reported in the loaded dataset | 2023 |
| Dealy, Silberstein & Braverman, Llp | NONE | $19,096 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital, LLC | NONE | $17,720 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $7,274 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 945 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Wayne, NJ
- Rbc Global Asset Management — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Mspc — Schedule C compensation
- Mb Connaughton, Esqs, LLC — Schedule C compensation
- Susan Rolph — Schedule C compensation
- Catherine Oakes — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Innovative Software Solutions — Schedule C compensation
- Dealy, Silberstein & Braverman, Llp — Schedule C compensation
- Atalanta Sosnoff Capital, LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation