2023 Form 5500 filing — Teamsters Local 408 Annuity 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 20241015151722NAL0016727395002) for Teamsters Local 408 Annuity Fund, reported by Trustees Of Teamsters Local 408 Annuity Fund under EIN 22-3002089 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151722NAL0016727395002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Local 408 Annuity Fund
- EIN
- 22-3002089
- Plan number
- 001
- Location
- Union, NJ
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,712,161
- Total liabilities (EOY)
- $372,714
- Net assets (EOY)
- $20,339,447
- Employer contributions
- $1,935,897
- Total income / additions
- $4,852,402
- Benefits paid
- $3,243,847
- Administrative expenses
- $286,433
- Total expenses
- $3,530,280
- Net increase / (decrease)
- $1,322,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott LLC | NONE | $83,651 | not reported in the loaded dataset |
| Mspc | ACCT FOR LOCAL 560 | $35,700 | not reported in the loaded dataset |
| Oppenheimer & Co. Inc. | NONE | $27,145 | not reported in the loaded dataset |
| The Segal Company | NONE | $15,702 | not reported in the loaded dataset |
| Jbm Computer Consultants, Inc. | NONE | $11,351 | not reported in the loaded dataset |
| Zazzali, Fagella, Nowak, Kleinbaum | NONE | $7,690 | not reported in the loaded dataset |
| Comerica Bank & Trust, N.A. | NONE | $7,165 | $0 |