2023 Form 5500 filing — Alaska Teamster-Employer Pension Trust
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 20250415161303NAL0006021104004) for Alaska Teamster-Employer Pension Trust, reported by Alaska Teamster Employer Pension Trust under EIN 92-6003463 and plan number 024. It reports 8,838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161303NAL0006021104004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Alaska Teamster Employer Pension Trust
- EIN
- 92-6003463
- Plan number
- 024
- Location
- Anchorage, AK
- Participants
- 8,838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $515,956,338
- Total liabilities (EOY)
- $93,674
- Net assets (EOY)
- $515,862,664
- Employer contributions
- $46,199,197
- Total income / additions
- $99,160,877
- Benefits paid
- $81,068,516
- Administrative expenses
- $2,476,735
- Total expenses
- $83,545,251
- Net increase / (decrease)
- $15,615,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alaska Teamster Esc | PARTY-IN-INTEREST | $687,663 | not reported in the loaded dataset |
| Jp Morgan | NONE | $265,561 | $0 |
| Alan D. Biller & Associates | NONE | $225,000 | not reported in the loaded dataset |
| Benesys | NONE | $186,179 | not reported in the loaded dataset |
| Rael & Letson | NONE | $183,734 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $173,738 | not reported in the loaded dataset |
| Global Trust | NONE | $137,314 | $0 |
| Mondress Monaco,Park Lockwood Pllc | NONE | $84,598 | not reported in the loaded dataset |
| Us Bank | NONE | $27,452 | $0 |
| Parker, Smith & Feek | NONE | $0 | $21,168 |
| G.D. Morris, Inc. | NONE | $13,235 | not reported in the loaded dataset |
| Mellon Investments | NONE | $12,073 | $0 |