Alaska Teamster-Employer Pension Trust — Form 5500 plan (Alaska Teamster Employer Pension Trust)
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, Alaska Teamster-Employer Pension Trust is a benefit plan reported by Alaska Teamster Employer Pension Trust under EIN 92-6003463 and plan number 024. The latest loaded filing year is 2023. The filing reports 8,838 participants and $515,956,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alaska Teamster Employer Pension Trust
- EIN
- 92-6003463
- Plan number
- 024
- Plan type
- 1
- Location
- Anchorage, AK
- Latest filing year
- 2023
- Participants
- 8,838
- End-of-year plan assets
- $515,956,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,838 | H, C | 20250415161303NAL0006021104004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $515,956,338
- Total liabilities (EOY)
- $93,674
- Net assets (EOY)
- $515,862,664
- Net assets (BOY)
- $500,247,038
Income & contributions
- Employer contributions
- $46,199,197
- Total contributions
- $46,199,197
- Total income / additions
- $99,160,877
Expenses & distributions
- Benefits paid
- $81,068,516
- Administrative expenses
- $2,476,735
- Total expenses
- $83,545,251
- Net increase / (decrease)
- $15,615,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alaska Teamster Esc | PARTY-IN-INTEREST | $687,663 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE | $265,561 | $0 | 2023 |
| Alan D. Biller & Associates | NONE | $225,000 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $186,179 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $183,734 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $173,738 | not reported in the loaded dataset | 2023 |
| Global Trust | NONE | $137,314 | $0 | 2023 |
| Mondress Monaco,Park Lockwood Pllc | NONE | $84,598 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $27,452 | $0 | 2023 |
| Parker, Smith & Feek | NONE | $0 | $21,168 | 2023 |
| G.D. Morris, Inc. | NONE | $13,235 | not reported in the loaded dataset | 2023 |
| Mellon Investments | NONE | $12,073 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alaska Teamster Employer Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Anchorage, AK
- Alaska Teamster Esc — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Alan D. Biller & Associates — Schedule C compensation
- Benesys — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Global Trust — Schedule C compensation
- Mondress Monaco,Park Lockwood Pllc — Schedule C compensation
- Us Bank — Schedule C compensation
- Parker, Smith & Feek — Schedule C compensation
- G.D. Morris, Inc. — Schedule C compensation
- Mellon Investments — Schedule C compensation