2023 Form 5500 filing — Teamsters Union Local No. 142 Annuity 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 20240923110134NAL0015317648001) for Teamsters Union Local No. 142 Annuity Fund, reported by Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund under EIN 27-3032105 and plan number 001. It reports 1,154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923110134NAL0015317648001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund
- EIN
- 27-3032105
- Plan number
- 001
- Location
- Gary, IN
- Participants
- 1,154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,410,826
- Total liabilities (EOY)
- $15,866
- Net assets (EOY)
- $46,394,960
- Employer contributions
- $6,740,215
- Participant contributions
- $354,416
- Total income / additions
- $13,047,764
- Benefits paid
- $3,315,586
- Administrative expenses
- $422,809
- Total expenses
- $3,738,395
- Net increase / (decrease)
- $9,309,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jay Smith | EMPLOYEE | $106,639 | not reported in the loaded dataset |
| Milliman | NONE | $104,390 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $27,500 | not reported in the loaded dataset |
| Asher Gittler & D'Alba Ltd | NONE | $24,905 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $21,700 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $10,549 | $0 |
| Bmo Harris Bank N.A. | NONE | $7,034 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $5,276 | not reported in the loaded dataset |