Teamsters Managed Annuity Trust Fund — Form 5500 plan (Board Of Trustees Of Teamsters Managed Annuity)
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 Managed Annuity Trust Fund is a benefit plan reported by Board Of Trustees Of Teamsters Managed Annuity under EIN 94-3138275 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $5,661,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Managed Annuity
- EIN
- 94-3138275
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $5,661,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241015205210NAL0030896049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,661,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,661,471
- Net assets (BOY)
- $5,407,441
Income & contributions
- Employer contributions
- $776,810
- Total contributions
- $776,810
- Total income / additions
- $927,915
Expenses & distributions
- Benefits paid
- $509,383
- Administrative expenses
- $164,502
- Total expenses
- $673,885
- Net increase / (decrease)
- $254,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dmc Insurance Administrators, Inc. | NONE | $41,006 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $37,098 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $33,844 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $32,332 | not reported in the loaded dataset | 2023 |
| Prestige Printing | NONE | $9,757 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Managed Annuity
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Dmc Insurance Administrators, Inc. — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Prestige Printing — Schedule C compensation