2023 Form 5500 filing — Teamsters Local 210 Affiliated 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 20241015210107NAL0029664033002) for Teamsters Local 210 Affiliated Pension Trust Fund, reported by Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund under EIN 20-3856052 and plan number 001. It reports 7,588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015210107NAL0029664033002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund
- EIN
- 20-3856052
- Plan number
- 001
- Location
- New York, NY
- Participants
- 7,588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,916,797
- Total liabilities (EOY)
- $118,195
- Net assets (EOY)
- $156,798,602
- Employer contributions
- $2,599,023
- Total income / additions
- $13,713,374
- Benefits paid
- $16,621,877
- Administrative expenses
- $1,748,727
- Total expenses
- $18,370,604
- Net increase / (decrease)
- -$4,657,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta And Company Inc | TPA/ACTUARY | $939,842 | not reported in the loaded dataset |
| Investment Consulting Services LLC | NONE | $123,575 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $53,068 | not reported in the loaded dataset |
| Samuel Goldstein & Co., P.C. | NONE | $45,000 | not reported in the loaded dataset |
| Boston Trust & Investment Managemen | NONE | $43,355 | $0 |
| M & T Investment Group | CUSTODIAN | $40,000 | $0 |
| Ziegler Capital Management LLC | NONE | $35,401 | not reported in the loaded dataset |
| Boyd Watterson Asset Mangaement LLC | NONE | $17,223 | $0 |
| Manning & Russo | NONE | $13,025 | $0 |
| Rhumbline Advisors Limited Partners | NONE | $7,668 | $0 |