2023 Form 5500 filing — New England Teamsters Savings And Investment 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 20241015105228NAL0048921744001) for New England Teamsters Savings And Investment Plan, reported by New England Bakery Drivers And Its Member Local Unions under EIN 22-2930352 and plan number 001. It reports 5,674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105228NAL0048921744001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New England Bakery Drivers And Its Member Local Unions
- EIN
- 22-2930352
- Plan number
- 001
- Location
- Manchester, NH
- Participants
- 5,674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,358,711
- Total liabilities (EOY)
- $28,500
- Net assets (EOY)
- $55,330,211
- Employer contributions
- $4,407,003
- Participant contributions
- $2,277,273
- Total income / additions
- $14,898,202
- Benefits paid
- $2,051,986
- Administrative expenses
- $163,161
- Total expenses
- $2,280,709
- Net increase / (decrease)
- $12,617,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Services | RECORDKEEPER | $29,083 | not reported in the loaded dataset |
| Atlas Financial Group, LLC | NONE | $24,210 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | NONE | $12,110 | not reported in the loaded dataset |
| Dumont, Morris And Burke, Pc | NONE | $1,183 | not reported in the loaded dataset |