Teamsters Joint Council No. 73 Pension & Trust Fund — Form 5500 plan (Trustees Of Teamsters Joint Council No. 73 Pension & Trust 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 Joint Council No. 73 Pension & Trust Fund is a benefit plan reported by Trustees Of Teamsters Joint Council No. 73 Pension & Trust Fund under EIN 22-6171374 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $32,022,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Joint Council No. 73 Pension & Trust Fund
- EIN
- 22-6171374
- Plan number
- 001
- Plan type
- 3
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $32,022,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20250715124703NAL0002089089002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,022,205
- Total liabilities (EOY)
- $28,329
- Net assets (EOY)
- $31,993,876
- Net assets (BOY)
- $27,716,561
Income & contributions
- Employer contributions
- $1,973,143
- Total contributions
- $1,973,143
- Total income / additions
- $6,729,826
Expenses & distributions
- Benefits paid
- $2,100,527
- Administrative expenses
- $351,984
- Total expenses
- $2,452,511
- Net increase / (decrease)
- $4,277,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $80,938 | $0 | 2023 |
| Basil Castrovinci Associates | NONE | $64,940 | not reported in the loaded dataset | 2023 |
| Jeannine Fucci | EMPLOYEE | $38,249 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR JC NO 73 | $25,306 | not reported in the loaded dataset | 2023 |
| Stacy Braun Associates, Inc. | NONE | $12,957 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $7,604 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Joint Council No. 73 Pension & Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Morgan Stanley Smith Barney — Schedule C compensation
- Basil Castrovinci Associates — Schedule C compensation
- Jeannine Fucci — Schedule C compensation
- Mspc — Schedule C compensation
- Stacy Braun Associates, Inc. — Schedule C compensation
- Bank Of America — Schedule C compensation