Teamsters Local No. 469 Annuity Fund — Form 5500 plan (Trustees Of Teamsters Local No. 469 Annuity Fund Trust)
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 No. 469 Annuity Fund is a benefit plan reported by Trustees Of Teamsters Local No. 469 Annuity Fund Trust under EIN 22-2980666 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $40,258,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local No. 469 Annuity Fund Trust
- EIN
- 22-2980666
- Plan number
- 001
- Plan type
- 1
- Location
- Hazlet, NJ
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $40,258,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241014111421NAL0014824115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,258,260
- Total liabilities (EOY)
- $26,299
- Net assets (EOY)
- $40,231,961
- Net assets (BOY)
- $38,513,077
Income & contributions
- Employer contributions
- $3,368,643
- Total contributions
- $3,368,643
- Total income / additions
- $6,103,027
Expenses & distributions
- Benefits paid
- $4,151,631
- Administrative expenses
- $232,512
- Total expenses
- $4,384,143
- Net increase / (decrease)
- $1,718,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chartwell Investment Partners | NONE | $61,325 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $24,636 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $11,792 | $0 | 2023 |
| O'Sullivan Associates, Inc | NONE | $11,350 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR LOCAL 469 | $11,060 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $10,837 | not reported in the loaded dataset | 2023 |
| Fabian & Byrn, LLC | NONE | $7,812 | not reported in the loaded dataset | 2023 |
| Kroll Heineman Ptasiewicz & Parsons | ATTY FOR LOCAL 469 | $5,314 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local No. 469 Annuity Fund Trust
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hazlet, NJ
- Chartwell Investment Partners — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- O'Sullivan Associates, Inc — Schedule C compensation
- Mspc — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Fabian & Byrn, LLC — Schedule C compensation
- Kroll Heineman Ptasiewicz & Parsons — Schedule C compensation