Teamsters Union No. 142 Pension Fund — Form 5500 plan (Trustees Of Teamsters Union No. 142 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, Teamsters Union No. 142 Pension Fund is a benefit plan reported by Trustees Of Teamsters Union No. 142 Pension Fund under EIN 51-6051034 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,588 participants and $602,564,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Union No. 142 Pension Fund
- EIN
- 51-6051034
- Plan number
- 001
- Plan type
- 1
- Location
- Gary, IN
- Latest filing year
- 2023
- Participants
- 6,588
- End-of-year plan assets
- $602,564,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,588 | H, C | 20250129102354NAL0008667859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $602,564,295
- Total liabilities (EOY)
- $6,300,457
- Net assets (EOY)
- $596,263,838
- Net assets (BOY)
- $581,784,427
Income & contributions
- Employer contributions
- $24,535,116
- Total contributions
- $24,535,116
- Total income / additions
- $60,439,621
Expenses & distributions
- Benefits paid
- $38,893,808
- Administrative expenses
- $7,066,402
- Total expenses
- $45,960,210
- Net increase / (decrease)
- $14,479,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Company | NONE | $493,747 | not reported in the loaded dataset | 2023 |
| Macquarie Investment Management | NONE | $369,145 | $0 | 2023 |
| J.P. Morgan Investment Management | NONE | $261,364 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $179,300 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $167,769 | not reported in the loaded dataset | 2023 |
| Boston Trust And Investment | NONE | $146,325 | $0 | 2023 |
| Jay Smith | EMPLOYEE | $138,393 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | NONE | $104,000 | not reported in the loaded dataset | 2023 |
| Asher, Gittler & D'Alba, Ltd. | NONE | $97,950 | not reported in the loaded dataset | 2023 |
| Michelle Arroyo | EMPLOYEE | $92,004 | not reported in the loaded dataset | 2023 |
| Amy Volochati | EMPLOYEE | $90,986 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $89,596 | not reported in the loaded dataset | 2023 |
| Johnson Asset Management | NONE | $88,512 | not reported in the loaded dataset | 2023 |
| Slc Management | NONE | $77,136 | not reported in the loaded dataset | 2023 |
| Christina Hernandez | EMPLOYEE | $72,768 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | NONE | $34,617 | not reported in the loaded dataset | 2023 |
| Tic International Corp. | NONE | $19,036 | not reported in the loaded dataset | 2023 |
| Abel Noser Holdings, LLC | NONE | $17,325 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc. | NONE | $8,351 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers | NONE | $7,070 | $0 | 2023 |
| Union Insurance Group | NONE | $0 | $6,996 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Union No. 142 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Gary, IN
- Prudential Insurance Company — Schedule C compensation
- Macquarie Investment Management — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Boston Trust And Investment — Schedule C compensation
- Jay Smith — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation
- Asher, Gittler & D'Alba, Ltd. — Schedule C compensation
- Michelle Arroyo — Schedule C compensation
- Amy Volochati — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Johnson Asset Management — Schedule C compensation
- Slc Management — Schedule C compensation
- Christina Hernandez — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Tic International Corp. — Schedule C compensation
- Abel Noser Holdings, LLC — Schedule C compensation
- Jbm Computer Consultants, Inc. — Schedule C compensation
- Rhumbline Advisers — Schedule C compensation
- Union Insurance Group — Schedule C compensation