Teamsters Local 676 And Employers Annuity Fund — Form 5500 plan (Teamsters Local 676 Employers Annuity Fu)
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 676 And Employers Annuity Fund is a benefit plan reported by Teamsters Local 676 Employers Annuity Fu under EIN 22-6477476 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,341 participants and $45,942,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 676 Employers Annuity Fu
- EIN
- 22-6477476
- Plan number
- 001
- Plan type
- 1
- Location
- Pennsauken, NJ
- Latest filing year
- 2023
- Participants
- 1,341
- End-of-year plan assets
- $45,942,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,341 | H, C | 20241014082213NAL0025717585003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,942,481
- Net assets (EOY)
- $45,942,481
- Net assets (BOY)
- $38,608,901
Income & contributions
- Employer contributions
- $4,156,672
- Total contributions
- $4,299,945
- Total income / additions
- $10,602,797
Expenses & distributions
- Benefits paid
- $3,071,782
- Administrative expenses
- $197,435
- Total expenses
- $3,269,217
- Net increase / (decrease)
- $7,333,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Trust Company LLC | NONE | $76,625 | $0 | 2023 |
| Administrative Service Professional | NONE | $51,958 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $11,410 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company Pc | NONE | $10,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 676 Employers Annuity Fu
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pennsauken, NJ
- John Hancock Trust Company LLC — Schedule C compensation
- Administrative Service Professional — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Alan Ross & Company Pc — Schedule C compensation