Teamster Local 282 Annuity Trust Fund — Form 5500 plan (Board Of Trustees Local 282)
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, Teamster Local 282 Annuity Trust Fund is a benefit plan reported by Board Of Trustees Local 282 under EIN 11-6276104 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,105 participants and $839,233,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 282
- EIN
- 11-6276104
- Plan number
- 002
- Plan type
- 1
- Location
- Lake Success, NY
- Latest filing year
- 2023
- Participants
- 5,105
- End-of-year plan assets
- $839,233,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,105 | H, C | 20241009085119NAL0032246704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $839,233,683
- Total liabilities (EOY)
- $775,769
- Net assets (EOY)
- $838,457,914
- Net assets (BOY)
- $794,699,680
Income & contributions
- Employer contributions
- $61,861,468
- Total contributions
- $61,861,468
- Total income / additions
- $99,964,695
Expenses & distributions
- Benefits paid
- $51,442,524
- Administrative expenses
- $3,777,563
- Total expenses
- $56,206,461
- Net increase / (decrease)
- $43,758,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 282 Welfare Trust Fund | RELATED FUND | $1,982,588 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | NONE | $438,542 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $404,070 | not reported in the loaded dataset | 2023 |
| Crescent Capital High Income Fund B | NONE | $252,540 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $237,314 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $212,098 | not reported in the loaded dataset | 2023 |
| Mackay Shields | NONE | $197,949 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | NONE | $179,713 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, National Assoc | NONE | $127,712 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $119,598 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $91,420 | not reported in the loaded dataset | 2023 |
| Tocqueville Asset Management | NONE | $70,205 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick & Schlapp, P.C. | NONE | $65,653 | not reported in the loaded dataset | 2023 |
| Local 282 Pension Trust Fund | RELATED FUND | $64,419 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $58,596 | not reported in the loaded dataset | 2023 |
| Quan Vest Consultants | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. Of America | NONE | $43,992 | not reported in the loaded dataset | 2023 |
| M&T Bank | NONE | $33,739 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management | NONE | $12,868 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 282
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Lake Success, NY
- Local 282 Welfare Trust Fund — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Crescent Capital High Income Fund B — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Mackay Shields — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Jpmorgan Chase Bank, National Assoc — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Tocqueville Asset Management — Schedule C compensation
- Gould, Kobrick & Schlapp, P.C. — Schedule C compensation
- Local 282 Pension Trust Fund — Schedule C compensation
- The Segal Company — Schedule C compensation
- Quan Vest Consultants — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- M&T Bank — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation