2023 Form 5500 filing — Teamsters Local Union No. 727 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 20241215094440NAL0000389313003) for Teamsters Local Union No. 727 Pension Plan, reported by Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan under EIN 36-6102397 and plan number 001. It reports 6,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241215094440NAL0000389313003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan
- EIN
- 36-6102397
- Plan number
- 001
- Location
- Park Ridge, IL
- Participants
- 6,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $550,950,826
- Total liabilities (EOY)
- $1,015,805
- Net assets (EOY)
- $549,935,021
- Employer contributions
- $30,204,832
- Total income / additions
- $78,977,835
- Benefits paid
- $30,803,705
- Administrative expenses
- $3,078,571
- Total expenses
- $33,882,276
- Net increase / (decrease)
- $45,095,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Services | NONE | $417,124 | not reported in the loaded dataset |
| Robeco Boston Partners | NONE | $207,561 | $0 |
| Blackrock Institutional Trust Co. | NONE | $139,520 | not reported in the loaded dataset |
| R. Laino | ADMINISTRATOR | $121,236 | not reported in the loaded dataset |
| Z. Frankenbach | EMPLOYEE | $118,358 | not reported in the loaded dataset |
| M. Moore | EMPLOYEE | $113,467 | not reported in the loaded dataset |
| Foster And Foster | NONE | $106,480 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $103,113 | not reported in the loaded dataset |
| C. Dymon | EMPLOYEE | $98,281 | not reported in the loaded dataset |
| Legacy Professionals | NONE | $93,610 | not reported in the loaded dataset |
| T. Marino | EMPLOYEE | $75,548 | not reported in the loaded dataset |
| Comerica Bank | NONE | $71,779 | $0 |
| C. Jacobazzi | EMPLOYEE | $62,654 | not reported in the loaded dataset |
| B. Affetto | EMPLOYEE | $55,286 | not reported in the loaded dataset |
| Ctm Legal Group | OWNER IS BRO. OF TRUSTEE | $53,065 | not reported in the loaded dataset |
| R. Clancy | EMPLOYEE | $50,653 | not reported in the loaded dataset |
| Bny Mellon | NONE | $45,091 | not reported in the loaded dataset |
| G. Shamoon | EMPLOYEE | $43,987 | not reported in the loaded dataset |
| S. Johnson | EMPLOYEE | $43,748 | not reported in the loaded dataset |
| Strategic Capital | NONE | $41,667 | not reported in the loaded dataset |
| M. Pryor | EMPLOYEE | $41,110 | not reported in the loaded dataset |
| A. Jozwicki | EMPLOYEE | $41,067 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $40,136 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Laner Muchin, Ltd | NONE | $38,993 | not reported in the loaded dataset |
| V. Naples | EMPLOYEE | $38,933 | not reported in the loaded dataset |
| B. Rodriguez | EMPLOYEE | $38,217 | not reported in the loaded dataset |
| G. Youmans | TRUSTEE | $34,798 | not reported in the loaded dataset |
| C. Tominberg | TRUSTEE | $28,929 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $20,021 | $0 |
| Mr. Microchip Software Center, Inc. | NONE | $16,845 | not reported in the loaded dataset |
| C. Laino | EMPLOYEE | $16,416 | not reported in the loaded dataset |
| Elite Admin & Insurance Group, Inc. | NONE | $0 | $13,990 |
| Washington Capital | NONE | $7,359 | not reported in the loaded dataset |