2023 Form 5500 filing — Teamsters Local No. 35 Pension Plan
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 20240725103342NAL0014301761001) for Teamsters Local No. 35 Pension Plan, reported by Board Of Trustees Of The Teamsters No. 35 Pension Plan under EIN 22-1929328 and plan number 001. It reports 1,906 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725103342NAL0014301761001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Teamsters No. 35 Pension Plan
- EIN
- 22-1929328
- Plan number
- 001
- Location
- Trenton, NJ
- Participants
- 1,906
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,270,874
- Total liabilities (EOY)
- $65,339
- Net assets (EOY)
- $47,205,535
- Employer contributions
- $1,711,072
- Total income / additions
- $7,226,220
- Benefits paid
- $4,053,387
- Administrative expenses
- $758,117
- Total expenses
- $4,811,504
- Net increase / (decrease)
- $2,414,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roger Grover | EMPLOYEE | $113,233 | not reported in the loaded dataset |
| Teamsters Local 35 Health Plan | UNION HEALTH PLAN | $71,451 | not reported in the loaded dataset |
| American Core Realty Fund, LLC | NONE | $60,324 | not reported in the loaded dataset |
| Jfl Int'L Equity Fund | NONE | $56,615 | not reported in the loaded dataset |
| Haefele, Flanagan And Co. | NONE | $45,850 | not reported in the loaded dataset |
| Hamilton Lane Private Offshore Fund | NONE | $44,623 | not reported in the loaded dataset |
| Dahab Associates | NONE | $29,282 | not reported in the loaded dataset |
| Rae Group, LLC | NONE | $28,100 | not reported in the loaded dataset |
| East Point Data | NONE | $27,360 | not reported in the loaded dataset |
| Garcia Hamilton | NONE | $19,061 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $18,910 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $18,845 | not reported in the loaded dataset |
| Zazzali Fagella Nowak Kleinbaum | NONE | $15,000 | not reported in the loaded dataset |
| U.S. Bank | NONE | $10,506 | $0 |
| Ancero LLC | NONE | $6,259 | not reported in the loaded dataset |