2023 Form 5500 filing — Teamsters Employers Local 945 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 20241017122352NAL0033016001001) for Teamsters Employers Local 945 Pension Fund, reported by Board Of Trustees Teamsters Local 945 Pension Fund under EIN 22-6196388 and plan number 001. It reports 2,726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017122352NAL0033016001001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Teamsters Local 945 Pension Fund
- EIN
- 22-6196388
- Plan number
- 001
- Location
- Wayne, NJ
- Participants
- 2,726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,497,970
- Total liabilities (EOY)
- $140,801
- Net assets (EOY)
- $95,357,169
- Employer contributions
- $3,227,912
- Total income / additions
- $12,561,877
- Benefits paid
- $7,411,759
- Administrative expenses
- $1,055,892
- Total expenses
- $8,467,651
- Net increase / (decrease)
- $4,094,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Global Asset Management | NONE | $111,259 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $92,288 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $78,339 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $73,593 | $0 |
| Investment Performance Services LLC | NONE | $73,000 | $0 |
| Wedge Capital Management, Llp | NONE | $55,188 | $0 |
| American Realty Advisors | NONE | $47,404 | not reported in the loaded dataset |
| Mspc | NONE | $45,215 | not reported in the loaded dataset |
| Mb Connaughton, Esqs, LLC | ATTY FOR LOCAL 125 | $44,604 | not reported in the loaded dataset |
| Susan Rolph | EMPLOYEE | $41,721 | not reported in the loaded dataset |
| Catherine Oakes | EMPLOYEE | $38,432 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $27,683 | not reported in the loaded dataset |
| Innovative Software Solutions | NONE | $20,239 | not reported in the loaded dataset |
| Dealy, Silberstein & Braverman, Llp | NONE | $19,096 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital, LLC | NONE | $17,720 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $7,274 | $0 |