2023 Form 5500 filing — Teamsters Local 727 Trade Show 401(K) 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 20241013190616NAL0014235107004) for Teamsters Local 727 Trade Show 401(K) Plan, reported by Board Of Trustees Of Teamsters Local 727 under EIN 84-2223917 and plan number 001. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013190616NAL0014235107004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Local 727
- EIN
- 84-2223917
- Plan number
- 001
- Location
- Park Ridge, IL
- Participants
- 724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,897,094
- Total liabilities (EOY)
- $41,147
- Net assets (EOY)
- $12,855,947
- Employer contributions
- $4,717,854
- Participant contributions
- $28,508
- Total income / additions
- $5,962,847
- Benefits paid
- $383,771
- Administrative expenses
- $95,066
- Total expenses
- $478,837
- Net increase / (decrease)
- $5,484,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teamsters Local 727 Pension Fund | AFFLIATED ORG. | $51,412 | not reported in the loaded dataset |
| Ctm Legal Group | OWNER IS BRO. OF TRUSTEE | $10,423 | not reported in the loaded dataset |
| Legacy Professionals | NONE | $10,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $7,725 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $2,230 | $0 |