2023 Form 5500 filing — Teamsters Local No. 469 Annuity Fund
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 20241014111421NAL0014824115001) for Teamsters Local No. 469 Annuity Fund, reported by Trustees Of Teamsters Local No. 469 Annuity Fund Trust under EIN 22-2980666 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111421NAL0014824115001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local No. 469 Annuity Fund Trust
- EIN
- 22-2980666
- Plan number
- 001
- Location
- Hazlet, NJ
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,258,260
- Total liabilities (EOY)
- $26,299
- Net assets (EOY)
- $40,231,961
- Employer contributions
- $3,368,643
- Total income / additions
- $6,103,027
- Benefits paid
- $4,151,631
- Administrative expenses
- $232,512
- Total expenses
- $4,384,143
- Net increase / (decrease)
- $1,718,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chartwell Investment Partners | NONE | $61,325 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $24,636 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $11,792 | $0 |
| O'Sullivan Associates, Inc | NONE | $11,350 | not reported in the loaded dataset |
| Mspc | ACCT FOR LOCAL 469 | $11,060 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $10,837 | not reported in the loaded dataset |
| Fabian & Byrn, LLC | NONE | $7,812 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parsons | ATTY FOR LOCAL 469 | $5,314 | not reported in the loaded dataset |