Arizona Laborers & Teamsters Pension Trust Fund — Form 5500 plan (Board Of Trustees Arizona Laborers & Teamsters Pension Trust 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, Arizona Laborers & Teamsters Pension Trust Fund is a benefit plan reported by Board Of Trustees Arizona Laborers & Teamsters Pension Trust Fund under EIN 86-6084210 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,359 participants and $47,845,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Arizona Laborers & Teamsters Pension Trust Fund
- EIN
- 86-6084210
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 2,359
- End-of-year plan assets
- $47,845,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,359 | H, C | 20241015151929NAL0014946819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,845,292
- Total liabilities (EOY)
- $38,261
- Net assets (EOY)
- $47,807,031
- Net assets (BOY)
- $50,125,363
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,354,229
Expenses & distributions
- Benefits paid
- $4,942,317
- Administrative expenses
- $730,244
- Total expenses
- $5,672,561
- Net increase / (decrease)
- -$2,318,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE | $236,727 | not reported in the loaded dataset | 2023 |
| Jpmorgan Asset Mgt | NONE | $89,799 | not reported in the loaded dataset | 2023 |
| Verus Advisors, Inc | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $61,512 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $34,045 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $28,180 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $26,668 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $24,576 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger And Rosenfeld | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management, Inc | NONE | $18,647 | not reported in the loaded dataset | 2023 |
| Jennings, Strouss & Salmon Plc | NONE | $17,140 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $8,560 | not reported in the loaded dataset | 2023 |
| The Berwyn Group | NONE | $6,323 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Arizona Laborers & Teamsters Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Administrators — Schedule C compensation
- Jpmorgan Asset Mgt — Schedule C compensation
- Verus Advisors, Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Letterstream — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Weinberg, Roger And Rosenfeld — Schedule C compensation
- Panagora Asset Management, Inc — Schedule C compensation
- Jennings, Strouss & Salmon Plc — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- The Berwyn Group — Schedule C compensation