Teamsters Local Union No. 115 Pension Plan — Form 5500 plan (Teamsters Local Union No.115 Pension Plan)
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 Union No. 115 Pension Plan is a benefit plan reported by Teamsters Local Union No.115 Pension Plan under EIN 23-6282827 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,068 participants and $120,536,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local Union No.115 Pension Plan
- EIN
- 23-6282827
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,068
- End-of-year plan assets
- $120,536,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,068 | H, C | 20241010202238NAL0020836193003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,536,802
- Total liabilities (EOY)
- $76,578
- Net assets (EOY)
- $120,460,224
- Net assets (BOY)
- $110,484,422
Income & contributions
- Employer contributions
- $5,223,571
- Total contributions
- $5,223,571
- Total income / additions
- $20,553,174
Expenses & distributions
- Benefits paid
- $9,998,965
- Administrative expenses
- $578,407
- Total expenses
- $10,577,372
- Net increase / (decrease)
- $9,975,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nicholas Zanczuk | EMPLOYEE | $76,097 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $63,999 | not reported in the loaded dataset | 2023 |
| Benjamin Marcinkiewicz Jr | EMPLOYEE | $52,155 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $50,650 | not reported in the loaded dataset | 2023 |
| Cooke & Bieler, L.P. | NONE | $49,477 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $33,737 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $31,775 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $26,281 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $17,749 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | NONE | $14,063 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | NONE | $10,222 | not reported in the loaded dataset | 2023 |
| Citizens Bank | NONE | $8,070 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local Union No.115 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Nicholas Zanczuk — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Benjamin Marcinkiewicz Jr — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Cooke & Bieler, L.P. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Markowitz & Richman — Schedule C compensation
- Citizens Bank — Schedule C compensation