Teamsters Negotiated Pension Plan — Form 5500 plan (Teamsters Negotiated Pension Plan)

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 Negotiated Pension Plan is a benefit plan reported by Teamsters Negotiated Pension Plan under EIN 43-6196083 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,785 participants and $682,650,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teamsters Negotiated Pension Plan
EIN
43-6196083
Plan number
001
Plan type
1
Location
St. Louis, MO
Latest filing year
2023
Participants
6,785
End-of-year plan assets
$682,650,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,785H, C20250115125947NAL0011778003002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$682,650,368
Total liabilities (EOY)
$155,078
Net assets (EOY)
$682,495,290
Net assets (BOY)
$608,482,621

Income & contributions

Employer contributions
$48,191,893
Total contributions
$48,191,893
Total income / additions
$124,683,559

Expenses & distributions

Benefits paid
$48,963,304
Administrative expenses
$1,707,586
Total expenses
$50,670,890
Net increase / (decrease)
$74,012,669

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Us BancorpCUSTODIAN$146,827not reported in the loaded dataset2023
Fuller & Thaler Asset ManagementINVESTMENT MANAGER$132,784not reported in the loaded dataset2023
Commerce Trust CompanyINVESTMENT MANAGER$127,928not reported in the loaded dataset2023
Boyd Watterson Asset ManagementINVESTMENT MANAGER$105,482not reported in the loaded dataset2023
Centersquare Investment Mgmt, LLCINVESTMENT MANAGER$95,636not reported in the loaded dataset2023
Milliman Consultants And ActuariesACTUARY$79,184not reported in the loaded dataset2023
Investment Consultant ServicesINVESTMENT ADVISOR$73,000not reported in the loaded dataset2023
Kiefer Bonfanti & Co. LlpAUDITING$33,950not reported in the loaded dataset2023
Hammond And Shinners, P.C.LEGAL$17,870not reported in the loaded dataset2023
Rhumbline AdvisorsINVESTMENT MANAGER$8,509not reported in the loaded dataset2023
Bny Mellon Asset ManagementINVESTMENT MANAGER$0$02023

Related Form 5500 pages