Plan5500

Houston Area Teamsters Pension Fund — Form 5500 plan (Board Of Trustees Houston Area Teamsters 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, Houston Area Teamsters Pension Fund is a benefit plan reported by Board Of Trustees Houston Area Teamsters Pension Fund under EIN 74-6263976 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $13,280,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Houston Area Teamsters Pension Fund
EIN
74-6263976
Plan number
001
Plan type
1
Location
Houston, TX
Latest filing year
2023
Participants
262
End-of-year plan assets
$13,280,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20250115063139NAL0011555955002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,280,955
Net assets (EOY)
$13,280,955
Net assets (BOY)
$12,005,396

Income & contributions

Employer contributions
$320,819
Total contributions
$320,819
Total income / additions
$2,234,703

Expenses & distributions

Benefits paid
$694,835
Administrative expenses
$264,309
Total expenses
$959,144
Net increase / (decrease)
$1,275,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit ResourcesCONTRACT ADMINISTRATOR$83,581not reported in the loaded dataset2023
Horizon Actuarial ServicesACTUARY$75,127not reported in the loaded dataset2023
Harper PearsonACCOUNTANTS$37,000not reported in the loaded dataset2023
Rbc Capital MarketsINVESTMENT ADVISOR$34,619not reported in the loaded dataset2023
Conner & WintersATTORNEY$8,433not reported in the loaded dataset2023

Related Form 5500 pages