Teamsters Pension Trust Fund Of Philadelphia & Vicinity — Form 5500 plan (Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia)
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 Pension Trust Fund Of Philadelphia & Vicinity is a benefit plan reported by Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia under EIN 23-1511735 and plan number 001. The latest loaded filing year is 2023. The filing reports 27,280 participants and $2,416,047,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia
- EIN
- 23-1511735
- Plan number
- 001
- Plan type
- 1
- Location
- Pennsauken, NJ
- Latest filing year
- 2023
- Participants
- 27,280
- End-of-year plan assets
- $2,416,047,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,280 | H, C | 20241010111102NAL0039841106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,416,047,230
- Total liabilities (EOY)
- $205,847,424
- Net assets (EOY)
- $2,210,199,806
- Net assets (BOY)
- $1,990,966,061
Income & contributions
- Employer contributions
- $167,497,661
- Participant contributions
- $824,023
- Total contributions
- $168,321,684
- Total income / additions
- $439,981,035
Expenses & distributions
- Benefits paid
- $208,280,325
- Administrative expenses
- $12,466,965
- Total expenses
- $220,747,290
- Net increase / (decrease)
- $219,233,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Administrative Service Professional | NONE | $2,522,825 | not reported in the loaded dataset | 2023 |
| Siguler Guff Advisers, LLC | NONE | $1,039,963 | $205,660 | 2023 |
| Tocqueville Asset Management | NONE | $812,522 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $698,901 | $15,712 | 2023 |
| Dupont Capital Management Corp | NONE | $712,071 | not reported in the loaded dataset | 2023 |
| Fred Alger Management Inc | NONE | $653,743 | not reported in the loaded dataset | 2023 |
| Goodwin Capital Advisers Inc | NONE | $406,699 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $400,320 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein L.P. | NONE | $269,482 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $223,253 | not reported in the loaded dataset | 2023 |
| Stevens & Lee | NONE | $198,118 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $148,756 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $109,125 | $0 | 2023 |
| Nb Private Equity Fund | NONE | $106,847 | not reported in the loaded dataset | 2023 |
| Ss&C Technologies Inc | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $89,960 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $56,594 | not reported in the loaded dataset | 2023 |
| Dcm Private Equity Fund | NONE | $50,625 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management | NONE | $49,826 | $0 | 2023 |
| Red Card Systems LLC | NONE | $36,671 | not reported in the loaded dataset | 2023 |
| J.A. Mariano Agency Inc | NONE | $0 | $22,145 | 2023 |
| Lv Print Center Harkin'S Signs | NONE | $18,462 | not reported in the loaded dataset | 2023 |
| Kimpton Vero Beach | NONE | $17,878 | not reported in the loaded dataset | 2023 |
| Laplaya Beach & Golf Resort | NONE | $14,980 | not reported in the loaded dataset | 2023 |
| Winslow Technology Group LLC | NONE | $14,485 | not reported in the loaded dataset | 2023 |
| William J. Einhorn | PLAN TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Glass Lewis & Co, LLC | NONE | $8,097 | not reported in the loaded dataset | 2023 |
| Life Status 360, LLC | NONE | $5,499 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pennsauken, NJ
- Administrative Service Professional — Schedule C compensation
- Siguler Guff Advisers, LLC — Schedule C compensation
- Tocqueville Asset Management — Schedule C compensation
- Boston Partners — Schedule C compensation
- Dupont Capital Management Corp — Schedule C compensation
- Fred Alger Management Inc — Schedule C compensation
- Goodwin Capital Advisers Inc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Alliance Bernstein L.P. — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Stevens & Lee — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Nb Private Equity Fund — Schedule C compensation
- Ss&C Technologies Inc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Dcm Private Equity Fund — Schedule C compensation
- Mellon Capital Management — Schedule C compensation
- Red Card Systems LLC — Schedule C compensation
- J.A. Mariano Agency Inc — Schedule C compensation
- Lv Print Center Harkin'S Signs — Schedule C compensation
- Kimpton Vero Beach — Schedule C compensation
- Laplaya Beach & Golf Resort — Schedule C compensation
- Winslow Technology Group LLC — Schedule C compensation
- William J. Einhorn — Schedule C compensation
- Glass Lewis & Co, LLC — Schedule C compensation
- Life Status 360, LLC — Schedule C compensation