2023 Form 5500 filing — Teamsters Local 777 Severance And Retirement 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 20241015103005NAL0028066721002) for Teamsters Local 777 Severance And Retirement Plan, reported by Trustees Of Teamsters Local 777 Severance And Retirement Plan under EIN 36-3980892 and plan number 001. It reports 4,283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103005NAL0028066721002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local 777 Severance And Retirement Plan
- EIN
- 36-3980892
- Plan number
- 001
- Location
- Lyons, IL
- Participants
- 4,283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,548,383
- Total liabilities (EOY)
- $43,627
- Net assets (EOY)
- $6,504,756
- Employer contributions
- $958,469
- Total income / additions
- $1,676,252
- Benefits paid
- $461,003
- Administrative expenses
- $211,369
- Total expenses
- $672,372
- Net increase / (decrease)
- $1,003,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Maritza Muniz | EMPLOYEE | $86,256 | not reported in the loaded dataset |
| Jp Morgan Securities, LLC | NONE | $63,153 | $0 |
| Security Programs Inc | NONE | $27,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $10,953 | not reported in the loaded dataset |
| Previant Law Firm, Sc | NONE | $6,901 | not reported in the loaded dataset |