Teamsters Local 211 Pension Fund — Form 5500 plan (Jt Bd Of Admin Teamsters Local 211 Pension 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 Local 211 Pension Fund is a benefit plan reported by Jt Bd Of Admin Teamsters Local 211 Pension Fund under EIN 25-1309337 and plan number 001. The latest loaded filing year is 2023. The filing reports 606 participants and $54,341,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Admin Teamsters Local 211 Pension Fund
- EIN
- 25-1309337
- Plan number
- 001
- Plan type
- 1
- Location
- Carnegie, PA
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $54,341,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20241015083439NAL0015991443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,341,678
- Total liabilities (EOY)
- $45,309
- Net assets (EOY)
- $54,296,369
- Net assets (BOY)
- $51,996,828
Income & contributions
- Employer contributions
- $2,405,333
- Total contributions
- $2,405,333
- Total income / additions
- $9,473,476
Expenses & distributions
- Benefits paid
- $6,765,116
- Administrative expenses
- $408,819
- Total expenses
- $7,173,935
- Net increase / (decrease)
- $2,299,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Bank, National Association | NONE | $88,357 | $0 | 2023 |
| Fiduciary Management, Inc. | NONE | $60,463 | $828 | 2023 |
| Cozen O'Connor | NONE | $51,966 | not reported in the loaded dataset | 2023 |
| Twin Capital Management, Inc. | NONE | $49,463 | $1,801 | 2023 |
| Bilkey Katz Investment Consultants | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Cowden Associates, Inc | NONE | $36,450 | not reported in the loaded dataset | 2023 |
| Teamsters Local Union No. 211 | NONE | $34,597 | not reported in the loaded dataset | 2023 |
| Albanese Sinchar And Smith | NONE | $10,700 | not reported in the loaded dataset | 2023 |
| Gw & K Investment Management | NONE | $9,503 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Bd Of Admin Teamsters Local 211 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Carnegie, PA
- Pnc Bank, National Association — Schedule C compensation
- Fiduciary Management, Inc. — Schedule C compensation
- Cozen O'Connor — Schedule C compensation
- Twin Capital Management, Inc. — Schedule C compensation
- Bilkey Katz Investment Consultants — Schedule C compensation
- Cowden Associates, Inc — Schedule C compensation
- Teamsters Local Union No. 211 — Schedule C compensation
- Albanese Sinchar And Smith — Schedule C compensation
- Gw & K Investment Management — Schedule C compensation