2023 Form 5500 filing — Teamsters Local Union No. 134 Pension & Death Benefit 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 20250321110241NAL0005927187001) for Teamsters Local Union No. 134 Pension & Death Benefit Plan, reported by Board Of Trustees - Teamsters Local Union No 134 Pension & Death Benef under EIN 22-6104869 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250321110241NAL0005927187001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees - Teamsters Local Union No 134 Pension & Death Benef
EIN
22-6104869
Plan number
001
Location
Wayne, NJ
Participants
107
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,605,050
Total liabilities (EOY)
$16,925
Net assets (EOY)
$11,588,125
Employer contributions
$63,580
Total income / additions
$1,801,873
Benefits paid
$248,057
Administrative expenses
$129,857
Total expenses
$377,914
Net increase / (decrease)
$1,423,959
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman IncNONE$88,690not reported in the loaded dataset
Pellettieri, Rabstein & AltmanNONE$9,375not reported in the loaded dataset
MspcNONE$7,750not reported in the loaded dataset
Borden, Perlman, Salisbury & KellyNONE$6,663not reported in the loaded dataset
Matrix Trust CompanyNONE$6,508not reported in the loaded dataset

Related Form 5500 pages