Arizona Laborers & Teamsters Annuity Plan — Form 5500 plan (Board Of Trustees Arizona Laborers & Teamsters Annuity 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, Arizona Laborers & Teamsters Annuity Plan is a benefit plan reported by Board Of Trustees Arizona Laborers & Teamsters Annuity Plan under EIN 86-6084210 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,648 participants and $49,349,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Arizona Laborers & Teamsters Annuity Plan
- EIN
- 86-6084210
- Plan number
- 002
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 2,648
- End-of-year plan assets
- $49,349,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,648 | H, C | 20241015151955NAL0014947875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,349,747
- Total liabilities (EOY)
- $51,076
- Net assets (EOY)
- $49,298,671
- Net assets (BOY)
- $49,504,498
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,969,038
Expenses & distributions
- Benefits paid
- $2,794,077
- Administrative expenses
- $380,788
- Total expenses
- $3,174,865
- Net increase / (decrease)
- -$205,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management | NONE | $95,948 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $90,996 | not reported in the loaded dataset | 2023 |
| Verus Advisors Inc | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $27,076 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $25,519 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE | $19,234 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger And Rosenfeld | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $16,091 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $15,920 | not reported in the loaded dataset | 2023 |
| Jennings, Strouss & Salmon, Plc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Arizona Laborers & Teamsters Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Jp Morgan Investment Management — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Verus Advisors Inc — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Weinberg, Roger And Rosenfeld — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jennings, Strouss & Salmon, Plc — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation