Teamsters-National 401k Savings Plan — Form 5500 plan (Board Of Trustees Of The Teamsters- National 401k Savings Plan Trust)
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-National 401k Savings Plan is a benefit plan reported by Board Of Trustees Of The Teamsters- National 401k Savings Plan Trust under EIN 52-1967784 and plan number 001. The latest loaded filing year is 2023. The filing reports 162,314 participants and $1,421,104,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Teamsters- National 401k Savings Plan Trust
- EIN
- 52-1967784
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 162,314
- End-of-year plan assets
- $1,421,104,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162,314 | H, C | 20241015155533NAL0050309360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,421,104,030
- Total liabilities (EOY)
- $992,641
- Net assets (EOY)
- $1,420,111,389
- Net assets (BOY)
- $1,393,054,797
Income & contributions
- Employer contributions
- $34,360,201
- Participant contributions
- $71,519,874
- Total contributions
- $113,296,127
- Total income / additions
- $315,019,089
Expenses & distributions
- Benefits paid
- $286,044,104
- Administrative expenses
- $3,151,766
- Total expenses
- $293,910,977
- Net increase / (decrease)
- $21,108,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Prudential Insurance Company Of | NONE | $783,241 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $724,100 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $634,234 | $0 | 2023 |
| Morgan Lewis Bockius Llp | NONE | $435,928 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $280,562 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $276,071 | not reported in the loaded dataset | 2023 |
| Alan D Biller Associates | NONE | $52,500 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $30,052 | $6,953 | 2023 |
| International Brother Of Teamsters | NONE | $21,319 | not reported in the loaded dataset | 2023 |
| Feinberg Dumont Brennan | NONE | $15,871 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Teamsters- National 401k Savings Plan Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- The Prudential Insurance Company Of — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Lewis Bockius Llp — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Alan D Biller Associates — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation
- International Brother Of Teamsters — Schedule C compensation
- Feinberg Dumont Brennan — Schedule C compensation