2023 Form 5500 filing — Teamsters Local 237 Welfare Fund 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 20241008070003NAL0028046432001) for Teamsters Local 237 Welfare Fund Pension Plan, reported by Teamsters Local 237 Welfare Fund under EIN 13-2575626 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008070003NAL0028046432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teamsters Local 237 Welfare Fund
- EIN
- 13-2575626
- Plan number
- 001
- Location
- New York, NY
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,690,149
- Total liabilities (EOY)
- $145,555
- Net assets (EOY)
- $43,544,594
- Employer contributions
- $1,296,005
- Total income / additions
- $8,736,436
- Benefits paid
- $1,591,654
- Administrative expenses
- $306,843
- Total expenses
- $1,898,497
- Net increase / (decrease)
- $6,837,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun | NONE | $87,552 | not reported in the loaded dataset |
| Stroock & Stroock & Lavan | NONE | $49,130 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $44,000 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | NONE | $23,430 | not reported in the loaded dataset |
| Nepc LLC | NONE | $21,109 | not reported in the loaded dataset |
| Mesirow | NONE | $20,076 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $9,690 | not reported in the loaded dataset |
| Scirocco Financial Group | NONE | $7,723 | not reported in the loaded dataset |