2023 Form 5500 filing — Teamsters Local Union No. 115 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 20241010202238NAL0020836193003) for Teamsters Local Union No. 115 Pension Plan, reported by Teamsters Local Union No.115 Pension Plan under EIN 23-6282827 and plan number 001. It reports 2,068 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010202238NAL0020836193003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local Union No.115 Pension Plan
- EIN
- 23-6282827
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 2,068
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,536,802
- Total liabilities (EOY)
- $76,578
- Net assets (EOY)
- $120,460,224
- Employer contributions
- $5,223,571
- Total income / additions
- $20,553,174
- Benefits paid
- $9,998,965
- Administrative expenses
- $578,407
- Total expenses
- $10,577,372
- Net increase / (decrease)
- $9,975,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nicholas Zanczuk | EMPLOYEE | $76,097 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $63,999 | not reported in the loaded dataset |
| Benjamin Marcinkiewicz Jr | EMPLOYEE | $52,155 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $50,650 | not reported in the loaded dataset |
| Cooke & Bieler, L.P. | NONE | $49,477 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $33,737 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $31,775 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $26,281 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $17,749 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $14,063 | not reported in the loaded dataset |
| Markowitz & Richman | NONE | $10,222 | not reported in the loaded dataset |
| Citizens Bank | NONE | $8,070 | not reported in the loaded dataset |