2023 Form 5500 filing — Teamster Affiliates 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 20241011131051NAL0043767314003) for Teamster Affiliates Pension Plan, reported by Board Of Trustees Teamster Affiliates Pension Plan under EIN 52-6128127 and plan number 333. It reports 4,647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131051NAL0043767314003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamster Affiliates Pension Plan
- EIN
- 52-6128127
- Plan number
- 333
- Location
- Washington, DC
- Participants
- 4,647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,081,994
- Total liabilities (EOY)
- $287,459
- Net assets (EOY)
- $249,794,535
- Employer contributions
- $10,000,000
- Total income / additions
- $44,914,841
- Benefits paid
- $26,464,416
- Administrative expenses
- $2,437,608
- Total expenses
- $28,902,024
- Net increase / (decrease)
- $16,012,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| International Brotherhood Of Teamst | RELATED ORGANIZATION | $1,027,129 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $182,862 | not reported in the loaded dataset |
| J.P. Morgan Chase Bank, Nat'L Assoc | NONE | $176,196 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $174,000 | not reported in the loaded dataset |
| White Oak Global Advisors, LLC | NONE | $129,060 | not reported in the loaded dataset |
| Tracey Scott | IBT EMPLOYEE | $0 | $123,103 |
| Wasatch Global Investors | NONE | $120,810 | not reported in the loaded dataset |
| The Segal Company | NONE | $110,188 | not reported in the loaded dataset |
| George Ashu | IBT EMPLOYEE | $0 | $107,708 |
| Prudential Insuranc Co Of Amer | NONE | $101,541 | $0 |
| Systematic Financial Management | NONE | $97,608 | $0 |
| Louisa Margaret Slappey | IBT EMPLOYEE | $0 | $83,698 |
| Carla Robles | IBT EMPLOYEE | $0 | $74,051 |
| Novak Francella LLC | NONE | $61,150 | not reported in the loaded dataset |
| Alejandro Mattiuzzo | IBT EMPLOYEE | $0 | $54,609 |
| Blackstone | NONE | $37,149 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $33,371 | $0 |
| Avenue Insights & Analytics | NONE | $18,000 | not reported in the loaded dataset |
| Panagora Asset Management | NONE | $13,492 | $0 |
| Bny Mellon | NONE | $8,495 | $0 |
| Segal Marco Advisors | NONE | $7,813 | not reported in the loaded dataset |