2023 Form 5500 filing — United Teamster Pension Fund A
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 20241015113644NAL0016240803001) for United Teamster Pension Fund A, reported by Board Of Trustees Of United Teamster Pension Fund A under EIN 13-5660513 and plan number 002. It reports 6,846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113644NAL0016240803001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United Teamster Pension Fund A
- EIN
- 13-5660513
- Plan number
- 002
- Location
- Brooklyn, NY
- Participants
- 6,846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $304,874,700
- Total liabilities (EOY)
- $111,614
- Net assets (EOY)
- $304,763,086
- Employer contributions
- $19,281,870
- Total income / additions
- $65,339,485
- Benefits paid
- $22,109,890
- Administrative expenses
- $2,564,016
- Total expenses
- $24,673,906
- Net increase / (decrease)
- $40,665,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | NONE | $1,171,181 | not reported in the loaded dataset |
| United Teamster Fund | NONE | $488,000 | not reported in the loaded dataset |
| Automatic Data Processing, Inc. | NONE | $101,345 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $88,800 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $72,621 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $49,414 | not reported in the loaded dataset |
| Cary Kane, Pllc | LEGAL COUNSEL | $43,600 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $42,000 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $33,400 | not reported in the loaded dataset |
| Madon Malin Pc | NONE | $29,367 | not reported in the loaded dataset |
| Alliant Insurance Service, Inc. | NONE | $0 | $17,968 |
| Dealy, Silberstein & Braverman Llp | NONE | $17,086 | not reported in the loaded dataset |