United Teamster Pension Fund A — Form 5500 plan (Board Of Trustees Of United Teamster Pension Fund A)
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, United Teamster Pension Fund A is a benefit plan reported by Board Of Trustees Of United Teamster Pension Fund A under EIN 13-5660513 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,846 participants and $304,874,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United Teamster Pension Fund A
- EIN
- 13-5660513
- Plan number
- 002
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 6,846
- End-of-year plan assets
- $304,874,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,846 | H, C | 20241015113644NAL0016240803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $304,874,700
- Total liabilities (EOY)
- $111,614
- Net assets (EOY)
- $304,763,086
- Net assets (BOY)
- $264,097,507
Income & contributions
- Employer contributions
- $19,281,870
- Total contributions
- $19,281,870
- Total income / additions
- $65,339,485
Expenses & distributions
- Benefits paid
- $22,109,890
- Administrative expenses
- $2,564,016
- Total expenses
- $24,673,906
- Net increase / (decrease)
- $40,665,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | NONE | $1,171,181 | not reported in the loaded dataset | 2023 |
| United Teamster Fund | NONE | $488,000 | not reported in the loaded dataset | 2023 |
| Automatic Data Processing, Inc. | NONE | $101,345 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $88,800 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $72,621 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $49,414 | not reported in the loaded dataset | 2023 |
| Cary Kane, Pllc | LEGAL COUNSEL | $43,600 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $33,400 | not reported in the loaded dataset | 2023 |
| Madon Malin Pc | NONE | $29,367 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Service, Inc. | NONE | $0 | $17,968 | 2023 |
| Dealy, Silberstein & Braverman Llp | NONE | $17,086 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United Teamster Pension Fund A
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Merrill Lynch — Schedule C compensation
- United Teamster Fund — Schedule C compensation
- Automatic Data Processing, Inc. — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Cary Kane, Pllc — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Madon Malin Pc — Schedule C compensation
- Alliant Insurance Service, Inc. — Schedule C compensation
- Dealy, Silberstein & Braverman Llp — Schedule C compensation