2023 Form 5500 filing — International Brotherhood Of Teamsters Retirement & Family Protection
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 20241011131051NAL0043767314004) for International Brotherhood Of Teamsters Retirement & Family Protection, reported by International Brotherhood Of Teamsters under EIN 53-0215427 and plan number 001. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131051NAL0043767314004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Brotherhood Of Teamsters
- EIN
- 53-0215427
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,819,916
- Total liabilities (EOY)
- $149,981
- Net assets (EOY)
- $131,669,935
- Employer contributions
- $16,000,000
- Total income / additions
- $27,820,276
- Benefits paid
- $39,164,606
- Administrative expenses
- $1,014,337
- Total expenses
- $40,178,943
- Net increase / (decrease)
- -$12,358,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| International Brotherhood Teamsters | RELATED PARTY | $312,000 | not reported in the loaded dataset |
| Cathy Hayes | EMPLOYEE | $0 | $130,759 |
| The Segal Company | NONE | $104,249 | not reported in the loaded dataset |
| Prudential Insurance Co Of America | NONE | $101,611 | not reported in the loaded dataset |
| Blackstone | NONE | $56,772 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $43,200 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $42,500 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | NONE | $32,333 | not reported in the loaded dataset |
| Amalgamated Bank Of Ny | NONE | $10,065 | not reported in the loaded dataset |
| Panagora | NONE | $7,391 | $0 |