2023 Form 5500 filing — Teamsters Local 408 Pension 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 20241015183219NAL0015256547002) for Teamsters Local 408 Pension Plan, reported by Trustees Of Teamsters Local 408 Pension And Welfare Funds under EIN 22-6172437 and plan number 001. It reports 1,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015183219NAL0015256547002
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Teamsters Local 408 Pension And Welfare Funds
EIN
22-6172437
Plan number
001
Location
Union, NJ
Participants
1,029
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$103,970,324
Net assets (EOY)
$103,970,324
Employer contributions
$2,198,491
Total income / additions
$19,714,782
Benefits paid
$7,841,072
Administrative expenses
$1,015,555
Total expenses
$8,856,627
Net increase / (decrease)
$10,858,155
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Segal CompanyNONE$220,144not reported in the loaded dataset
Janney Montgomery Scott LLCNONE$184,607not reported in the loaded dataset
Oppenheimer & Co., Inc.NONE$89,264not reported in the loaded dataset
MspcACCT FOR LOCAL 560$56,140not reported in the loaded dataset
Blackrock Instutional Trust Co.NONE$48,643not reported in the loaded dataset
Comerica Bank & Trust, NaNONE$46,561$0
Rosalind TomeioEMPLOYEE$45,137not reported in the loaded dataset
Kimberly RomeoEMPLOYEE$37,992not reported in the loaded dataset
Jbm Computer Consultants, Inc.NONE$25,691not reported in the loaded dataset
Zazzali, Fagella, Nowak, KleinbaumNONE$23,557not reported in the loaded dataset

Related Form 5500 pages