Teamsters Local 817 Scholarship Fund — Form 5500 plan (Teamsters 817 Ibt Scholarship Fund)
Plain-English plan 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, Teamsters Local 817 Scholarship Fund is a benefit plan reported by Teamsters 817 Ibt Scholarship Fund under EIN 11-2602554 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,081 participants and $50,000,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters 817 Ibt Scholarship Fund
- EIN
- 11-2602554
- Plan number
- 503
- Plan type
- 1
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 1,081
- End-of-year plan assets
- $50,000,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,081 | H, C | 20241015132907NAL0048127376002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,000,709
- Total liabilities (EOY)
- $89,125
- Net assets (EOY)
- $49,911,584
- Net assets (BOY)
- $43,933,553
Income & contributions
- Employer contributions
- $4,041,079
- Total contributions
- $4,041,079
- Total income / additions
- $9,486,565
Expenses & distributions
- Benefits paid
- $3,236,437
- Administrative expenses
- $272,097
- Total expenses
- $3,508,534
- Net increase / (decrease)
- $5,978,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vibrant Capital Partners | NONE | $88,819 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates | NONE | $34,524 | $0 | 2023 |
| Mspc Certified Public Accountants | NONE | $12,133 | not reported in the loaded dataset | 2023 |
| Friedman & Anspach | NONE | $9,255 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $5,839 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters 817 Ibt Scholarship Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- Vibrant Capital Partners — Schedule C compensation
- Stacey Braun Associates — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Friedman & Anspach — Schedule C compensation
- Us Bank — Schedule C compensation