Teamsters' Local 301 Pension Plan — Form 5500 plan (Trustees Of Teamsters Local 301)
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 301 Pension Plan is a benefit plan reported by Trustees Of Teamsters Local 301 under EIN 36-6492992 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,806 participants and $429,305,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local 301
- EIN
- 36-6492992
- Plan number
- 001
- Plan type
- 1
- Location
- Waukegan, IL
- Latest filing year
- 2023
- Participants
- 2,806
- End-of-year plan assets
- $429,305,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,806 | H, C | 20240729150201NAL0030077456002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $429,305,796
- Total liabilities (EOY)
- $292,317
- Net assets (EOY)
- $429,013,479
- Net assets (BOY)
- $404,086,486
Income & contributions
- Employer contributions
- $12,814,091
- Total contributions
- $12,814,091
- Total income / additions
- $54,170,456
Expenses & distributions
- Benefits paid
- $26,631,396
- Administrative expenses
- $2,612,067
- Total expenses
- $29,243,463
- Net increase / (decrease)
- $24,926,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teamsters Local Union 301 General | AFFILIATED ORGANIZATION | $457,945 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $346,962 | not reported in the loaded dataset | 2023 |
| Sei Trust Company | NONE | $158,279 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $125,000 | not reported in the loaded dataset | 2023 |
| Horizion Acturial Services, LLC | NONE | $92,885 | not reported in the loaded dataset | 2023 |
| Sara Haffner- Wolf | EMPLOYEE | $88,037 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $85,504 | not reported in the loaded dataset | 2023 |
| Mcgann Ketterman & Rioux | NONE | $58,800 | not reported in the loaded dataset | 2023 |
| Frank J Baker & Company, Ltd | NONE | $56,299 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $54,699 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $52,392 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $31,145 | not reported in the loaded dataset | 2023 |
| Liracom LLC | NONE | $12,837 | not reported in the loaded dataset | 2023 |
| Ifebp | NONE | $12,687 | not reported in the loaded dataset | 2023 |
| Access One Inc | NONE | $6,771 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local 301
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Waukegan, IL
- Teamsters Local Union 301 General — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Sei Trust Company — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Horizion Acturial Services, LLC — Schedule C compensation
- Sara Haffner- Wolf — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Mcgann Ketterman & Rioux — Schedule C compensation
- Frank J Baker & Company, Ltd — Schedule C compensation
- National Investment Services — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Liracom LLC — Schedule C compensation
- Ifebp — Schedule C compensation
- Access One Inc — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation