Teamsters Life Insurance Trust Fund — Form 5500 plan (Board Of Trustees Of Teamsters Life Insurance Trust 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 Life Insurance Trust Fund is a benefit plan reported by Board Of Trustees Of Teamsters Life Insurance Trust Fund under EIN 23-7316778 and plan number 501. The latest loaded filing year is 2023. The filing reports 23,400 participants and $35,642,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Life Insurance Trust Fund
- EIN
- 23-7316778
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 23,400
- End-of-year plan assets
- $35,642,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,400 | H, C | 20241115032031NAL0000694816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,642,496
- Total liabilities (EOY)
- $341,513
- Net assets (EOY)
- $35,300,983
- Net assets (BOY)
- $34,025,713
Income & contributions
- Employer contributions
- $194,208
- Total contributions
- $194,208
- Total income / additions
- $2,636,868
Expenses & distributions
- Benefits paid
- $590,151
- Administrative expenses
- $771,447
- Total expenses
- $1,361,598
- Net increase / (decrease)
- $1,275,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Admin. | NONE | $320,046 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management | NONE | $83,315 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $51,026 | not reported in the loaded dataset | 2023 |
| American Core Realty Fund, LLC | NONE | $46,562 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $45,237 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer & Bodine | NONE | $39,136 | not reported in the loaded dataset | 2023 |
| New England Pension Consultant | NONE | $32,114 | not reported in the loaded dataset | 2023 |
| Nlr Benefits | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $14,517 | $566 | 2023 |
| Foster & Foster | NONE | $13,064 | not reported in the loaded dataset | 2023 |
| Jerry Hammack | TRUSTEE | $9,578 | not reported in the loaded dataset | 2023 |
| Dick Muto | TRUSTEE | $8,700 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance | NONE | $0 | $8,327 | 2023 |
| Darrell Pratt | TRUSTEE | $7,613 | not reported in the loaded dataset | 2023 |
| John Hurley | TRUSTEE | $7,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Life Insurance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Admin. — Schedule C compensation
- Ziegler Capital Management — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- American Core Realty Fund, LLC — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Beeson, Tayer & Bodine — Schedule C compensation
- New England Pension Consultant — Schedule C compensation
- Nlr Benefits — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Jerry Hammack — Schedule C compensation
- Dick Muto — Schedule C compensation
- Stephen Horn Insurance — Schedule C compensation
- Darrell Pratt — Schedule C compensation
- John Hurley — Schedule C compensation