Mo-Kan Teamsters Pension Fund — Form 5500 plan (Mo-Kan Teamsters 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, Mo-Kan Teamsters Pension Fund is a benefit plan reported by Mo-Kan Teamsters Pension Fund under EIN 43-6142288 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,860 participants and $212,737,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mo-Kan Teamsters Pension Fund
- EIN
- 43-6142288
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,860
- End-of-year plan assets
- $212,737,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,860 | H, C | 20241015161840NAL0015065891003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $212,737,771
- Total liabilities (EOY)
- $2,249
- Net assets (EOY)
- $212,735,522
- Net assets (BOY)
- $195,261,345
Income & contributions
- Employer contributions
- $4,594,369
- Total contributions
- $4,594,369
- Total income / additions
- $31,223,807
Expenses & distributions
- Benefits paid
- $12,603,443
- Administrative expenses
- $1,146,187
- Total expenses
- $13,749,630
- Net increase / (decrease)
- $17,474,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corp | NONE | $192,365 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $99,738 | $33,861 | 2023 |
| American Stable Advisors | NONE | $128,045 | not reported in the loaded dataset | 2023 |
| Arnold Newbold Sollars & Hollins | NONE | $111,287 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co | NONE | $82,756 | $0 | 2023 |
| Ullico Investment Advisors Inc. | NONE | $65,675 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $65,187 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $64,250 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $41,724 | $0 | 2023 |
| Prudential Trust Co | NONE | $38,076 | $0 | 2023 |
| Anders Cpas & Advisors | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Construction Benefit Audit Corp | NONE | $13,714 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $7,310 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mo-Kan Teamsters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Wilson-Mcshane Corp — Schedule C compensation
- Segal Consulting — Schedule C compensation
- American Stable Advisors — Schedule C compensation
- Arnold Newbold Sollars & Hollins — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Prudential Trust Co — Schedule C compensation
- Anders Cpas & Advisors — Schedule C compensation
- Construction Benefit Audit Corp — Schedule C compensation
- Iron Mountain — Schedule C compensation