2023 Form 5500 filing — Teamsters Local 617 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 20241213121055NAL0015718705001) for Teamsters Local 617 Pension Fund, reported by Board Of Trustees Of Teamsters Local 617 Pension Fund under EIN 23-7356773 and plan number 001. It reports 815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213121055NAL0015718705001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Local 617 Pension Fund
- EIN
- 23-7356773
- Plan number
- 001
- Location
- Ridgefield, NJ
- Participants
- 815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,937,793
- Total liabilities (EOY)
- $1,612,225
- Net assets (EOY)
- $161,325,568
- Employer contributions
- $401,091
- Total income / additions
- $8,408,843
- Benefits paid
- $11,677,112
- Administrative expenses
- $918,099
- Total expenses
- $12,595,211
- Net increase / (decrease)
- -$4,186,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles Company | NONE | $203,988 | not reported in the loaded dataset |
| Patricia Depascale | EMPLOYEE | $116,736 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $110,657 | not reported in the loaded dataset |
| First Actuarial Consulting Team LLC | NONE | $61,644 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $45,000 | not reported in the loaded dataset |
| Janemarie Scarzafava | EMPLOYEE | $31,080 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $16,246 | not reported in the loaded dataset |
| Anthony Sidoti | TRUSTEE | $9,000 | not reported in the loaded dataset |
| Burton Trebour | TRUSTEE | $9,000 | not reported in the loaded dataset |
| Gerald Wesbecker | TRUSTEE | $9,000 | not reported in the loaded dataset |
| William Mckeever | TRUSTEE | $9,000 | not reported in the loaded dataset |
| William Distelcamp | TRUSTEE | $7,500 | not reported in the loaded dataset |
| Mspc | NONE | $7,483 | not reported in the loaded dataset |
| Bank Of America | NONE | $5,881 | $0 |