Teamsters Industrial Employees Pension Fund — Form 5500 plan (Teamsters Industrial Employees 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 Industrial Employees Pension Fund is a benefit plan reported by Teamsters Industrial Employees Pension Fund under EIN 22-6099363 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,891 participants and $70,390,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Industrial Employees Pension Fund
- EIN
- 22-6099363
- Plan number
- 001
- Plan type
- 1
- Location
- Elmwood Park, NJ
- Latest filing year
- 2023
- Participants
- 1,891
- End-of-year plan assets
- $70,390,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,891 | H, C | 20241015163431NAL0029122529002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,390,161
- Total liabilities (EOY)
- $64,211
- Net assets (EOY)
- $70,325,950
- Net assets (BOY)
- $66,963,515
Income & contributions
- Employer contributions
- $4,460,607
- Total contributions
- $4,460,607
- Total income / additions
- $9,901,299
Expenses & distributions
- Benefits paid
- $6,009,086
- Administrative expenses
- $529,778
- Total expenses
- $6,538,864
- Net increase / (decrease)
- $3,362,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tenj Welfare Fund | RELATED EMPLOYEE BEN PLAN | $269,631 | not reported in the loaded dataset | 2023 |
| The Segal Company | PROVIDES SVRS FOR REL EBP | $179,578 | not reported in the loaded dataset | 2023 |
| Cohen, Leder, Montalbano & Grossman | PROVIDES SVRS FOR REL EBP | $75,475 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | PROVIDES SVRS FOR REL EBP | $44,513 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | PROVIDES SVRS FOR REL EBP | $28,770 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | PROVIDES SVRS FOR REL EBP | $23,000 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | PROVIDES SVRS FOR REL EBP | $21,899 | $0 | 2023 |
| Bridgeway Benefit Technologies | PROVIDES SVRS FOR REL EBP | $20,859 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | PROVIDES SVRS FOR REL EBP | $12,829 | $0 | 2023 |
| Jenda Technology LLC | PROVIDES SVRS FOR REL EBP | $11,941 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Industrial Employees Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Elmwood Park, NJ
- Tenj Welfare Fund — Schedule C compensation
- The Segal Company — Schedule C compensation
- Cohen, Leder, Montalbano & Grossman — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Jenda Technology LLC — Schedule C compensation