Teamsters Local 727 Trade Show 401(K) Plan — Form 5500 plan (Board Of Trustees Of Teamsters Local 727)
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 Local 727 Trade Show 401(K) Plan is a benefit plan reported by Board Of Trustees Of Teamsters Local 727 under EIN 84-2223917 and plan number 001. The latest loaded filing year is 2023. The filing reports 724 participants and $12,897,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Local 727
- EIN
- 84-2223917
- Plan number
- 001
- Plan type
- 1
- Location
- Park Ridge, IL
- Latest filing year
- 2023
- Participants
- 724
- End-of-year plan assets
- $12,897,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 724 | H, C | 20241013190616NAL0014235107004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,897,094
- Total liabilities (EOY)
- $41,147
- Net assets (EOY)
- $12,855,947
- Net assets (BOY)
- $7,371,937
Income & contributions
- Employer contributions
- $4,717,854
- Participant contributions
- $28,508
- Total contributions
- $4,746,362
- Total income / additions
- $5,962,847
Expenses & distributions
- Benefits paid
- $383,771
- Administrative expenses
- $95,066
- Total expenses
- $478,837
- Net increase / (decrease)
- $5,484,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teamsters Local 727 Pension Fund | AFFLIATED ORG. | $51,412 | not reported in the loaded dataset | 2023 |
| Ctm Legal Group | OWNER IS BRO. OF TRUSTEE | $10,423 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $7,725 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $2,230 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Local 727
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Park Ridge, IL
- Teamsters Local 727 Pension Fund — Schedule C compensation
- Ctm Legal Group — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Amalgamated Bank — Schedule C compensation