International Brotherhood Of Teamsters Retirement & Family Protection — Form 5500 plan (International Brotherhood Of Teamsters)
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, International Brotherhood Of Teamsters Retirement & Family Protection is a benefit plan reported by International Brotherhood Of Teamsters under EIN 53-0215427 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $131,819,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Brotherhood Of Teamsters
- EIN
- 53-0215427
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $131,819,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20241011131051NAL0043767314004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,819,916
- Total liabilities (EOY)
- $149,981
- Net assets (EOY)
- $131,669,935
- Net assets (BOY)
- $144,028,602
Income & contributions
- Employer contributions
- $16,000,000
- Total contributions
- $16,000,000
- Total income / additions
- $27,820,276
Expenses & distributions
- Benefits paid
- $39,164,606
- Administrative expenses
- $1,014,337
- Total expenses
- $40,178,943
- Net increase / (decrease)
- -$12,358,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| International Brotherhood Teamsters | RELATED PARTY | $312,000 | not reported in the loaded dataset | 2023 |
| Cathy Hayes | EMPLOYEE | $0 | $130,759 | 2023 |
| The Segal Company | NONE | $104,249 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co Of America | NONE | $101,611 | not reported in the loaded dataset | 2023 |
| Blackstone | NONE | $56,772 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, Inc. | NONE | $43,200 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, National Assoc | NONE | $32,333 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Ny | NONE | $10,065 | not reported in the loaded dataset | 2023 |
| Panagora | NONE | $7,391 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Brotherhood Of Teamsters
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- International Brotherhood Teamsters — Schedule C compensation
- Cathy Hayes — Schedule C compensation
- The Segal Company — Schedule C compensation
- Prudential Insurance Co Of America — Schedule C compensation
- Blackstone — Schedule C compensation
- Alan D. Biller & Associates, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Jpmorgan Chase Bank, National Assoc — Schedule C compensation
- Amalgamated Bank Of Ny — Schedule C compensation
- Panagora — Schedule C compensation