Teamsters Local 575 Pension Fund — Form 5500 plan (Teamsters Local 575 Pension 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 575 Pension Fund is a benefit plan reported by Teamsters Local 575 Pension Fund under EIN 22-1921819 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $61,897 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teamsters Local 575 Pension Fund
EIN
22-1921819
Plan number
001
Plan type
1
Location
Cherry Hill, NJ
Latest filing year
2023
Participants
216
End-of-year plan assets
$61,897

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20240927112248NAL0001026003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,897
Total liabilities (EOY)
$1,181,310
Net assets (EOY)
-$1,119,413
Net assets (BOY)
-$954,197

Income & contributions

Employer contributions
$7,552
Total contributions
$7,552
Total income / additions
$7,929

Expenses & distributions

Benefits paid
$114,255
Administrative expenses
$58,890
Total expenses
$173,145
Net increase / (decrease)
-$165,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
O'Sullivan Associates, Inc.NONE$22,000not reported in the loaded dataset2023
MspcNONE$16,000not reported in the loaded dataset2023
O'Sullivan Associates, Inc.NONE$7,600not reported in the loaded dataset2023

Related Form 5500 pages