2023 Form 5500 filing — General Teamsters & Employers 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 20250220180200NAL0004343603001) for General Teamsters & Employers Trust Fund, reported by The Board Of Trustees Of General Teamsters & Employers Trust Fund under EIN 95-6060456 and plan number 501. It reports 64 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220180200NAL0004343603001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of General Teamsters & Employers Trust Fund
- EIN
- 95-6060456
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 64
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,557,674
- Total liabilities (EOY)
- $131,731
- Net assets (EOY)
- $4,425,943
- Employer contributions
- $1,157,672
- Participant contributions
- $612
- Total income / additions
- $1,344,303
- Benefits paid
- $1,394,224
- Total expenses
- $1,800,713
- Net increase / (decrease)
- -$456,410
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $187,087 | not reported in the loaded dataset |
| Rael & Letson | NONE | $65,200 | not reported in the loaded dataset |
| Reich, Adell, Crost & Cvitan | NONE | $63,977 | not reported in the loaded dataset |
| David Brody & Co. | NONE | $19,450 | not reported in the loaded dataset |
| Union Bank Of California | NONE | $12,175 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $10,000 | not reported in the loaded dataset |
| Southwest Money Management | NONE | $6,600 | not reported in the loaded dataset |