2023 Form 5500 filing — Teamsters Local 639 - Employers Pension Trust 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 20241015122242NAL0029611825005) for Teamsters Local 639 - Employers Pension Trust Fund, reported by Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust under EIN 53-0237142 and plan number 001. It reports 9,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122242NAL0029611825005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust
- EIN
- 53-0237142
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 9,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,628,433,776
- Total liabilities (EOY)
- $5,172,025
- Net assets (EOY)
- $1,623,261,751
- Employer contributions
- $94,941,159
- Participant contributions
- $6,081,057
- Total income / additions
- $267,605,457
- Benefits paid
- $132,376,921
- Administrative expenses
- $8,429,490
- Total expenses
- $140,806,411
- Net increase / (decrease)
- $126,799,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intercontinental Real Estate Corp | NONE | $758,147 | not reported in the loaded dataset |
| Benesys, Inc. | ADMINISTRATOR | $700,404 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $624,490 | $0 |
| Chevy Chase Tust Company | NONE | $610,557 | not reported in the loaded dataset |
| Post Advisory Group LLC | NONE | $552,862 | $0 |
| Comerica Bank | NONE | $537,015 | not reported in the loaded dataset |
| Rbc Global Asset Management - Us | NONE | $497,091 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $486,540 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $393,191 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $385,087 | $0 |
| Morgan, Lewis & Bockius, Llp | NONE | $383,782 | not reported in the loaded dataset |
| Mooney, Green, Saindon, Murphy & We | NONE | $323,510 | not reported in the loaded dataset |
| Columbia Asset Management | NONE | $299,173 | not reported in the loaded dataset |
| Cheiron | NONE | $207,602 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $180,840 | not reported in the loaded dataset |
| Cigna Healthcare | NONE | $167,019 | $0 |
| Chartwell Investment Partners | NONE | $148,116 | not reported in the loaded dataset |
| Segal, Bryant & Hamill LLC | NONE | $96,718 | not reported in the loaded dataset |
| Fred Alger & Company | NONE | $79,992 | $0 |
| Calibre Cpa Group | NONE | $63,944 | not reported in the loaded dataset |
| Horizon Actuarial | NONE | $44,408 | not reported in the loaded dataset |
| Eric Weiss | TRUSTEE | $20,490 | not reported in the loaded dataset |
| Frank Stegman | TRUSTEE | $20,490 | not reported in the loaded dataset |
| Raymond Howard | TRUSTEE | $20,490 | not reported in the loaded dataset |
| Philip Giles | TRUSTEE | $20,490 | not reported in the loaded dataset |
| Thomas Ratliff | TRUSTEE | $20,490 | not reported in the loaded dataset |
| Forrest Harvey | TRUSTEE | $20,490 | not reported in the loaded dataset |
| C.S. Mckee Invest | NONE | $17,914 | not reported in the loaded dataset |
| Pkf O'Connor Davies | NONE | $15,177 | not reported in the loaded dataset |
| John Gibson | TRUSTEE | $11,952 | not reported in the loaded dataset |