Teamsters Local 830 Retirement Savings Plan — Form 5500 plan (Board Of Trustees Teamsters Local 830 Retirement Savings 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 830 Retirement Savings Plan is a benefit plan reported by Board Of Trustees Teamsters Local 830 Retirement Savings Plan under EIN 23-7367250 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,337 participants and $97,669,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 830 Retirement Savings Plan
- EIN
- 23-7367250
- Plan number
- 003
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 4,337
- End-of-year plan assets
- $97,669,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,337 | H, C | 20240910085142NAL0011191410002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,669,936
- Total liabilities (EOY)
- $67,293
- Net assets (EOY)
- $97,602,643
- Net assets (BOY)
- $87,872,438
Income & contributions
- Employer contributions
- $3,960,067
- Participant contributions
- $2,994,301
- Total contributions
- $6,956,014
- Total income / additions
- $18,136,180
Expenses & distributions
- Benefits paid
- $7,786,064
- Administrative expenses
- $619,911
- Total expenses
- $8,405,975
- Net increase / (decrease)
- $9,730,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 830 Pension Fund | RELATED FUND | $351,465 | not reported in the loaded dataset | 2023 |
| Benefit Plans Administrative Servic | NONE | $145,949 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $48,750 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $21,014 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani Llp | NONE | $13,600 | not reported in the loaded dataset | 2023 |
| Stevens & Lee | NONE | $9,354 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 830 Retirement Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Local 830 Pension Fund — Schedule C compensation
- Benefit Plans Administrative Servic — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Stevens & Lee — Schedule C compensation