2023 Form 5500 filing — Teamsters Local Union No 572 Retirement Benefit Pl
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 20250410133817NAL0011784515001) for Teamsters Local Union No 572 Retirement Benefit Pl, reported by Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla under EIN 95-6983367 and plan number 001. It reports 7,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410133817NAL0011784515001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla
- EIN
- 95-6983367
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 7,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,714,838
- Total liabilities (EOY)
- $117,499
- Net assets (EOY)
- $4,597,339
- Employer contributions
- $357,176
- Total income / additions
- $564,316
- Benefits paid
- $101,754
- Administrative expenses
- $107,616
- Total expenses
- $209,370
- Net increase / (decrease)
- $354,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Program Administration | NONE | $44,110 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford | NONE | $17,820 | not reported in the loaded dataset |
| Southwest Money Management, Inc | NONE | $10,382 | not reported in the loaded dataset |
| Henningfield & Associates, Inc | NONE | $9,150 | not reported in the loaded dataset |
| Rael & Letson | NONE | $6,500 | not reported in the loaded dataset |