Teamster Affiliates Pension Plan — Form 5500 plan (Board Of Trustees Teamster Affiliates 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, Teamster Affiliates Pension Plan is a benefit plan reported by Board Of Trustees Teamster Affiliates Pension Plan under EIN 52-6128127 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,647 participants and $250,081,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamster Affiliates Pension Plan
- EIN
- 52-6128127
- Plan number
- 333
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 4,647
- End-of-year plan assets
- $250,081,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,647 | H, C | 20241011131051NAL0043767314003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $250,081,994
- Total liabilities (EOY)
- $287,459
- Net assets (EOY)
- $249,794,535
- Net assets (BOY)
- $233,781,718
Income & contributions
- Employer contributions
- $10,000,000
- Total contributions
- $10,000,000
- Total income / additions
- $44,914,841
Expenses & distributions
- Benefits paid
- $26,464,416
- Administrative expenses
- $2,437,608
- Total expenses
- $28,902,024
- Net increase / (decrease)
- $16,012,817
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| International Brotherhood Of Teamst | RELATED ORGANIZATION | $1,027,129 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $182,862 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Chase Bank, Nat'L Assoc | NONE | $176,196 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, Inc. | NONE | $174,000 | not reported in the loaded dataset | 2023 |
| White Oak Global Advisors, LLC | NONE | $129,060 | not reported in the loaded dataset | 2023 |
| Tracey Scott | IBT EMPLOYEE | $0 | $123,103 | 2023 |
| Wasatch Global Investors | NONE | $120,810 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $110,188 | not reported in the loaded dataset | 2023 |
| George Ashu | IBT EMPLOYEE | $0 | $107,708 | 2023 |
| Prudential Insuranc Co Of Amer | NONE | $101,541 | $0 | 2023 |
| Systematic Financial Management | NONE | $97,608 | $0 | 2023 |
| Louisa Margaret Slappey | IBT EMPLOYEE | $0 | $83,698 | 2023 |
| Carla Robles | IBT EMPLOYEE | $0 | $74,051 | 2023 |
| Novak Francella LLC | NONE | $61,150 | not reported in the loaded dataset | 2023 |
| Alejandro Mattiuzzo | IBT EMPLOYEE | $0 | $54,609 | 2023 |
| Blackstone | NONE | $37,149 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $33,371 | $0 | 2023 |
| Avenue Insights & Analytics | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE | $13,492 | $0 | 2023 |
| Bny Mellon | NONE | $8,495 | $0 | 2023 |
| Segal Marco Advisors | NONE | $7,813 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamster Affiliates Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- International Brotherhood Of Teamst — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- J.P. Morgan Chase Bank, Nat'L Assoc — Schedule C compensation
- Alan D. Biller & Associates, Inc. — Schedule C compensation
- White Oak Global Advisors, LLC — Schedule C compensation
- Tracey Scott — Schedule C compensation
- Wasatch Global Investors — Schedule C compensation
- The Segal Company — Schedule C compensation
- George Ashu — Schedule C compensation
- Prudential Insuranc Co Of Amer — Schedule C compensation
- Systematic Financial Management — Schedule C compensation
- Louisa Margaret Slappey — Schedule C compensation
- Carla Robles — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Alejandro Mattiuzzo — Schedule C compensation
- Blackstone — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Avenue Insights & Analytics — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation