Teamsters Local 408 Pension Plan — Form 5500 plan (Trustees Of Teamsters Local 408 Pension And Welfare Funds)
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 408 Pension Plan is a benefit plan reported by Trustees Of Teamsters Local 408 Pension And Welfare Funds under EIN 22-6172437 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,029 participants and $103,970,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local 408 Pension And Welfare Funds
- EIN
- 22-6172437
- Plan number
- 001
- Plan type
- 1
- Location
- Union, NJ
- Latest filing year
- 2023
- Participants
- 1,029
- End-of-year plan assets
- $103,970,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,029 | H, C | 20241015183219NAL0015256547002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,970,324
- Net assets (EOY)
- $103,970,324
- Net assets (BOY)
- $93,112,169
Income & contributions
- Employer contributions
- $2,198,491
- Total contributions
- $2,198,491
- Total income / additions
- $19,714,782
Expenses & distributions
- Benefits paid
- $7,841,072
- Administrative expenses
- $1,015,555
- Total expenses
- $8,856,627
- Net increase / (decrease)
- $10,858,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $220,144 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott LLC | NONE | $184,607 | not reported in the loaded dataset | 2023 |
| Oppenheimer & Co., Inc. | NONE | $89,264 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR LOCAL 560 | $56,140 | not reported in the loaded dataset | 2023 |
| Blackrock Instutional Trust Co. | NONE | $48,643 | not reported in the loaded dataset | 2023 |
| Comerica Bank & Trust, Na | NONE | $46,561 | $0 | 2023 |
| Rosalind Tomeio | EMPLOYEE | $45,137 | not reported in the loaded dataset | 2023 |
| Kimberly Romeo | EMPLOYEE | $37,992 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc. | NONE | $25,691 | not reported in the loaded dataset | 2023 |
| Zazzali, Fagella, Nowak, Kleinbaum | NONE | $23,557 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local 408 Pension And Welfare Funds
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Union, NJ
- The Segal Company — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Oppenheimer & Co., Inc. — Schedule C compensation
- Mspc — Schedule C compensation
- Blackrock Instutional Trust Co. — Schedule C compensation
- Comerica Bank & Trust, Na — Schedule C compensation
- Rosalind Tomeio — Schedule C compensation
- Kimberly Romeo — Schedule C compensation
- Jbm Computer Consultants, Inc. — Schedule C compensation
- Zazzali, Fagella, Nowak, Kleinbaum — Schedule C compensation