2023 Form 5500 filing — Arizona Laborers & Teamsters Annuity 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 20241015151955NAL0014947875001) for Arizona Laborers & Teamsters Annuity Plan, reported by Board Of Trustees Arizona Laborers & Teamsters Annuity Plan under EIN 86-6084210 and plan number 002. It reports 2,648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151955NAL0014947875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Arizona Laborers & Teamsters Annuity Plan
- EIN
- 86-6084210
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 2,648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,349,747
- Total liabilities (EOY)
- $51,076
- Net assets (EOY)
- $49,298,671
- Total income / additions
- $2,969,038
- Benefits paid
- $2,794,077
- Administrative expenses
- $380,788
- Total expenses
- $3,174,865
- Net increase / (decrease)
- -$205,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Management | NONE | $95,948 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $90,996 | not reported in the loaded dataset |
| Verus Advisors Inc | NONE | $50,000 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $27,076 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $25,519 | not reported in the loaded dataset |
| Panagora Asset Management | NONE | $19,234 | not reported in the loaded dataset |
| Weinberg, Roger And Rosenfeld | NONE | $18,000 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $16,091 | not reported in the loaded dataset |
| The Segal Company | NONE | $15,920 | not reported in the loaded dataset |
| Jennings, Strouss & Salmon, Plc | NONE | $12,000 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE | $6,000 | not reported in the loaded dataset |