Teamsters Joint Council No. 41 Severance Plan — Form 5500 plan (Teamsters Joint Council No. 41)
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 Joint Council No. 41 Severance Plan is a benefit plan reported by Teamsters Joint Council No. 41 under EIN 34-6541609 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $3,678,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Joint Council No. 41
- EIN
- 34-6541609
- Plan number
- 001
- Plan type
- 3
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $3,678,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20240716151039NAL0002819569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,678,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,678,973
- Net assets (BOY)
- $3,211,572
Income & contributions
- Employer contributions
- $179,774
- Total contributions
- $179,774
- Total income / additions
- $647,144
Expenses & distributions
- Benefits paid
- $148,664
- Administrative expenses
- $31,079
- Total expenses
- $179,743
- Net increase / (decrease)
- $467,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Swallen, Lawhun & Co. | CPA | $16,250 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC | INVESTMENT | $5,000 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | LEGAL SERVICES | $3,477 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Joint Council No. 41
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- Swallen, Lawhun & Co. — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation