2023 Form 5500 filing — Midwestern Teamsters 401(K) 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 20241015103021NAL0029257489001) for Midwestern Teamsters 401(K) Retirement Plan, reported by Teamsters,Automotive, Petroleum And Allied Trades Local No. 50 under EIN 20-4543936 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103021NAL0029257489001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters,Automotive, Petroleum And Allied Trades Local No. 50
- EIN
- 20-4543936
- Plan number
- 001
- Location
- Belleville, IL
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,970,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,970,532
- Employer contributions
- $503,279
- Participant contributions
- $138,494
- Total income / additions
- $1,804,689
- Benefits paid
- $333,816
- Administrative expenses
- $68,177
- Total expenses
- $401,993
- Net increase / (decrease)
- $1,402,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kerber, Eck & Braeckel Llp | NONE | $24,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | NONE | $21,226 | not reported in the loaded dataset |
| Cananagh & Ohara | NONE | $8,015 | not reported in the loaded dataset |
| Quorum Consulting Group | NONE | $7,329 | not reported in the loaded dataset |