2023 Form 5500 filing — Teamsters Local 830 Pension 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 20250616143538NAL0001551680002) for Teamsters Local 830 Pension Plan, reported by Teamsters Local 830 Pension Plan under EIN 23-1990755 and plan number 001. It reports 2,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616143538NAL0001551680002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Local 830 Pension Plan
- EIN
- 23-1990755
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 2,318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,845,729
- Total liabilities (EOY)
- $261,028
- Net assets (EOY)
- $179,584,701
- Employer contributions
- $4,102,277
- Total income / additions
- $26,161,173
- Benefits paid
- $13,523,708
- Administrative expenses
- $2,086,226
- Total expenses
- $15,609,934
- Net increase / (decrease)
- $10,551,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Waterson Assets Management LLC | NONE | $213,730 | not reported in the loaded dataset |
| Intercontinental R/E Corp. | NONE | $175,775 | not reported in the loaded dataset |
| Portfolio Advisors, LLC | NONE | $158,911 | $0 |
| Hardman Johnston Globl Advisors | NONE | $113,820 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $100,000 | not reported in the loaded dataset |
| Samuel J. Kenish | EMPLOYEE | $91,100 | not reported in the loaded dataset |
| Logan Capital Management Inc | NONE | $76,388 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $75,980 | $0 |
| Wells Fargo Bank, N.A. | NONE | $59,322 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $52,229 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $47,822 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $47,548 | $0 |
| Aristotle Credit Partners LLC | NONE | $0 | $47,548 |
| Cbiz | NONE | $46,213 | not reported in the loaded dataset |
| Jennifer Schmeltzer | EMPLOYEE | $41,905 | not reported in the loaded dataset |
| Entrust Global Partners LLC | NONE | $41,778 | $0 |
| Great Lakes Advisors LLC | NONE | $40,160 | not reported in the loaded dataset |
| Brandon Kenish | EMPLOYEE | $36,527 | not reported in the loaded dataset |
| Agnes Breen | EMPLOYEE | $36,372 | not reported in the loaded dataset |
| Mary C. Joniec | EMPLOYEE | $34,764 | not reported in the loaded dataset |
| Patricia Perrone | EMPLOYEE | $28,841 | not reported in the loaded dataset |
| Donna Di Francesco | EMPLOYEE | $28,603 | not reported in the loaded dataset |
| Gabriel Del Gaiso | EMPLOYEE | $28,573 | not reported in the loaded dataset |
| Jennifer Langdon | EMPLOYEE | $25,823 | $0 |
| Cleary Josem & Trigiani Llp | NONE | $24,144 | not reported in the loaded dataset |
| Cozen O'Connor | NONE | $22,500 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $20,913 | not reported in the loaded dataset |
| Joseph Grace Holdings, Inc. | NONE | $0 | $19,097 |
| Pnc Bank, N.A. | NONE | $13,255 | not reported in the loaded dataset |