Plan5500

Teamsters Union Local No. 507 Charitable, Educational And Recreational Fund — Form 5500 plan (Board Of Trustees, Teamsters Union Local No. 507 Cer 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 Union Local No. 507 Charitable, Educational And Recreational Fund is a benefit plan reported by Board Of Trustees, Teamsters Union Local No. 507 Cer Fund under EIN 34-1788743 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,658 participants and $286,358 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Teamsters Union Local No. 507 Cer Fund
EIN
34-1788743
Plan number
501
Plan type
1
Location
Valley View, OH
Latest filing year
2023
Participants
3,658
End-of-year plan assets
$286,358

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,658H, C20250109064834NAL0012085553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$286,358
Total liabilities (EOY)
$0
Net assets (EOY)
$286,358
Net assets (BOY)
$343,709

Income & contributions

Employer contributions
$600,882
Total contributions
$600,882
Total income / additions
$607,588

Expenses & distributions

Benefits paid
$528,229
Administrative expenses
$136,710
Total expenses
$664,939
Net increase / (decrease)
-$57,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jamie RodgersEMPLOYEE$35,909not reported in the loaded dataset2023
J Schaefer & Company LLCNONE$11,900not reported in the loaded dataset2023
Faulkner, Hoffman & Phillips, LLCNONE$9,934not reported in the loaded dataset2023

Related Form 5500 pages