Midwestern Teamsters 401(K) Retirement Plan — Form 5500 plan (Teamsters,Automotive, Petroleum And Allied Trades Local No. 50)
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, Midwestern Teamsters 401(K) Retirement Plan is a benefit plan reported by Teamsters,Automotive, Petroleum And Allied Trades Local No. 50 under EIN 20-4543936 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $6,970,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters,Automotive, Petroleum And Allied Trades Local No. 50
- EIN
- 20-4543936
- Plan number
- 001
- Plan type
- 1
- Location
- Belleville, IL
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $6,970,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241015103021NAL0029257489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,970,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,970,532
- Net assets (BOY)
- $5,567,836
Income & contributions
- Employer contributions
- $503,279
- Participant contributions
- $138,494
- Total contributions
- $641,773
- Total income / additions
- $1,804,689
Expenses & distributions
- Benefits paid
- $333,816
- Administrative expenses
- $68,177
- Total expenses
- $401,993
- Net increase / (decrease)
- $1,402,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kerber, Eck & Braeckel Llp | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | NONE | $21,226 | not reported in the loaded dataset | 2023 |
| Cananagh & Ohara | NONE | $8,015 | not reported in the loaded dataset | 2023 |
| Quorum Consulting Group | NONE | $7,329 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters,Automotive, Petroleum And Allied Trades Local No. 50
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Belleville, IL
- Kerber, Eck & Braeckel Llp — Schedule C compensation
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Cananagh & Ohara — Schedule C compensation
- Quorum Consulting Group — Schedule C compensation