2023 Form 5500 filing — Teamsters Union No. 142 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 20250129102354NAL0008667859001) for Teamsters Union No. 142 Pension Fund, reported by Trustees Of Teamsters Union No. 142 Pension Fund under EIN 51-6051034 and plan number 001. It reports 6,588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129102354NAL0008667859001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Teamsters Union No. 142 Pension Fund
- EIN
- 51-6051034
- Plan number
- 001
- Location
- Gary, IN
- Participants
- 6,588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $602,564,295
- Total liabilities (EOY)
- $6,300,457
- Net assets (EOY)
- $596,263,838
- Employer contributions
- $24,535,116
- Total income / additions
- $60,439,621
- Benefits paid
- $38,893,808
- Administrative expenses
- $7,066,402
- Total expenses
- $45,960,210
- Net increase / (decrease)
- $14,479,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Company | NONE | $493,747 | not reported in the loaded dataset |
| Macquarie Investment Management | NONE | $369,145 | $0 |
| J.P. Morgan Investment Management | NONE | $261,364 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $179,300 | not reported in the loaded dataset |
| The Segal Company | NONE | $167,769 | not reported in the loaded dataset |
| Boston Trust And Investment | NONE | $146,325 | $0 |
| Jay Smith | EMPLOYEE | $138,393 | not reported in the loaded dataset |
| Investment Consulting Services, LLC | NONE | $104,000 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd. | NONE | $97,950 | not reported in the loaded dataset |
| Michelle Arroyo | EMPLOYEE | $92,004 | not reported in the loaded dataset |
| Amy Volochati | EMPLOYEE | $90,986 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $89,596 | not reported in the loaded dataset |
| Johnson Asset Management | NONE | $88,512 | not reported in the loaded dataset |
| Slc Management | NONE | $77,136 | not reported in the loaded dataset |
| Christina Hernandez | EMPLOYEE | $72,768 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $34,617 | not reported in the loaded dataset |
| Tic International Corp. | NONE | $19,036 | not reported in the loaded dataset |
| Abel Noser Holdings, LLC | NONE | $17,325 | not reported in the loaded dataset |
| Jbm Computer Consultants, Inc. | NONE | $8,351 | not reported in the loaded dataset |
| Rhumbline Advisers | NONE | $7,070 | $0 |
| Union Insurance Group | NONE | $0 | $6,996 |