2023 Form 5500 filing — Teamsters Industrial Employees Pension 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 20241015163431NAL0029122529002) for Teamsters Industrial Employees Pension Fund, reported by Teamsters Industrial Employees Pension Fund under EIN 22-6099363 and plan number 001. It reports 1,891 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163431NAL0029122529002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Industrial Employees Pension Fund
- EIN
- 22-6099363
- Plan number
- 001
- Location
- Elmwood Park, NJ
- Participants
- 1,891
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,390,161
- Total liabilities (EOY)
- $64,211
- Net assets (EOY)
- $70,325,950
- Employer contributions
- $4,460,607
- Total income / additions
- $9,901,299
- Benefits paid
- $6,009,086
- Administrative expenses
- $529,778
- Total expenses
- $6,538,864
- Net increase / (decrease)
- $3,362,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tenj Welfare Fund | RELATED EMPLOYEE BEN PLAN | $269,631 | not reported in the loaded dataset |
| The Segal Company | PROVIDES SVRS FOR REL EBP | $179,578 | not reported in the loaded dataset |
| Cohen, Leder, Montalbano & Grossman | PROVIDES SVRS FOR REL EBP | $75,475 | not reported in the loaded dataset |
| Sage Advisory Services | PROVIDES SVRS FOR REL EBP | $44,513 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | PROVIDES SVRS FOR REL EBP | $28,770 | not reported in the loaded dataset |
| Morgan Stanley | PROVIDES SVRS FOR REL EBP | $23,000 | not reported in the loaded dataset |
| Chartwell Investment Partners | PROVIDES SVRS FOR REL EBP | $21,899 | $0 |
| Bridgeway Benefit Technologies | PROVIDES SVRS FOR REL EBP | $20,859 | not reported in the loaded dataset |
| Amalgamated Bank | PROVIDES SVRS FOR REL EBP | $12,829 | $0 |
| Jenda Technology LLC | PROVIDES SVRS FOR REL EBP | $11,941 | not reported in the loaded dataset |