2023 Form 5500 filing — Teamsters Pension Trust Fund Of Philadelphia & Vicinity
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 20241010111102NAL0039841106001) for Teamsters Pension Trust Fund Of Philadelphia & Vicinity, reported by Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia under EIN 23-1511735 and plan number 001. It reports 27,280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111102NAL0039841106001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Pension Trust Fund Of Philadelphia
- EIN
- 23-1511735
- Plan number
- 001
- Location
- Pennsauken, NJ
- Participants
- 27,280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,416,047,230
- Total liabilities (EOY)
- $205,847,424
- Net assets (EOY)
- $2,210,199,806
- Employer contributions
- $167,497,661
- Participant contributions
- $824,023
- Total income / additions
- $439,981,035
- Benefits paid
- $208,280,325
- Administrative expenses
- $12,466,965
- Total expenses
- $220,747,290
- Net increase / (decrease)
- $219,233,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Administrative Service Professional | NONE | $2,522,825 | not reported in the loaded dataset |
| Siguler Guff Advisers, LLC | NONE | $1,039,963 | $205,660 |
| Tocqueville Asset Management | NONE | $812,522 | not reported in the loaded dataset |
| Boston Partners | NONE | $698,901 | $15,712 |
| Dupont Capital Management Corp | NONE | $712,071 | not reported in the loaded dataset |
| Fred Alger Management Inc | NONE | $653,743 | not reported in the loaded dataset |
| Goodwin Capital Advisers Inc | NONE | $406,699 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $400,320 | not reported in the loaded dataset |
| Alliance Bernstein L.P. | NONE | $269,482 | not reported in the loaded dataset |
| Milliman Usa | NONE | $223,253 | not reported in the loaded dataset |
| Stevens & Lee | NONE | $198,118 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $148,756 | not reported in the loaded dataset |
| Pnc Bank | NONE | $109,125 | $0 |
| Nb Private Equity Fund | NONE | $106,847 | not reported in the loaded dataset |
| Ss&C Technologies Inc | NONE | $90,000 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $89,960 | not reported in the loaded dataset |
| Bny Mellon | NONE | $56,594 | not reported in the loaded dataset |
| Dcm Private Equity Fund | NONE | $50,625 | not reported in the loaded dataset |
| Mellon Capital Management | NONE | $49,826 | $0 |
| Red Card Systems LLC | NONE | $36,671 | not reported in the loaded dataset |
| J.A. Mariano Agency Inc | NONE | $0 | $22,145 |
| Lv Print Center Harkin'S Signs | NONE | $18,462 | not reported in the loaded dataset |
| Kimpton Vero Beach | NONE | $17,878 | not reported in the loaded dataset |
| Laplaya Beach & Golf Resort | NONE | $14,980 | not reported in the loaded dataset |
| Winslow Technology Group LLC | NONE | $14,485 | not reported in the loaded dataset |
| William J. Einhorn | PLAN TRUSTEE | $12,000 | not reported in the loaded dataset |
| Glass Lewis & Co, LLC | NONE | $8,097 | not reported in the loaded dataset |
| Life Status 360, LLC | NONE | $5,499 | not reported in the loaded dataset |