2023 Form 5500 filing — Teamsters Joint Council No. 16 Pension 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 20241010080007NAL0020671345001) for Teamsters Joint Council No. 16 Pension Fund, reported by Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund under EIN 13-5505746 and plan number 002. It reports 983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010080007NAL0020671345001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund
- EIN
- 13-5505746
- Plan number
- 002
- Location
- New York, NY
- Participants
- 983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,090,740
- Total liabilities (EOY)
- $71,510
- Net assets (EOY)
- $39,019,230
- Employer contributions
- $2,167,891
- Total income / additions
- $7,411,138
- Benefits paid
- $3,350,664
- Administrative expenses
- $612,636
- Total expenses
- $3,963,300
- Net increase / (decrease)
- $3,447,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun | NONE | $112,917 | $0 |
| The Segal Company (Eastern States) | NONE | $72,070 | not reported in the loaded dataset |
| Md Sass Associates, Inc. | NONE | $44,857 | $0 |
| Jodianne O'Toole | EMPLOYEE | $40,082 | not reported in the loaded dataset |
| Lisa Gaston | EMPLOYEE | $38,115 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $31,240 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $26,000 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $18,702 | $0 |
| Cohen Weiss And Simon Llp | LEGAL COUNSEL | $12,000 | not reported in the loaded dataset |