2023 Form 5500 filing — Teamsters Local Union 331 Severance Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710132555NAL0016869521002) for Teamsters Local Union 331 Severance Trust Fund, reported by Teamsters Local Union 331 Severance Trust Fund under EIN 23-6737793 and plan number 001. It reports 2,809 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710132555NAL0016869521002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local Union 331 Severance Trust Fund
- EIN
- 23-6737793
- Plan number
- 001
- Location
- Egg Harbor City, NJ
- Participants
- 2,809
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,221,296
- Total liabilities (EOY)
- $37,274
- Net assets (EOY)
- $33,184,022
- Employer contributions
- $2,118,391
- Total income / additions
- $4,941,253
- Benefits paid
- $2,607,383
- Administrative expenses
- $291,026
- Total expenses
- $2,898,409
- Net increase / (decrease)
- $2,042,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Ins & Annuity | NONE | $52,345 | $0 |
| Mspc Certified Public Accountants | NONE | $35,000 | not reported in the loaded dataset |
| Captrust | NONE | $23,264 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $15,195 | not reported in the loaded dataset |