Teamsters Local 641 Pension Fund — Form 5500 plan (Board Of Trustees Teamsters Local 641 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 641 Pension Fund is a benefit plan reported by Board Of Trustees Teamsters Local 641 Pension Fund under EIN 22-6220288 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,245 participants and $568,685,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 641 Pension Fund
- EIN
- 22-6220288
- Plan number
- 001
- Plan type
- 1
- Location
- Union, NJ
- Latest filing year
- 2023
- Participants
- 3,245
- End-of-year plan assets
- $568,685,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,245 | H, C | 20241213110025NAL0008553011002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $568,685,502
- Total liabilities (EOY)
- $21,397,589
- Net assets (EOY)
- $547,287,913
- Net assets (BOY)
- $552,609,140
Income & contributions
- Employer contributions
- $2,781,194
- Total contributions
- $2,781,194
- Total income / additions
- $33,956,101
Expenses & distributions
- Benefits paid
- $37,429,229
- Administrative expenses
- $1,848,099
- Total expenses
- $39,277,328
- Net increase / (decrease)
- -$5,321,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital International | NONE | $789,431 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $100,000 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $84,922 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $76,179 | $0 | 2023 |
| Diane Florian | EMPLOYEE | $71,545 | not reported in the loaded dataset | 2023 |
| Karri Steinmacher | EMPLOYEE | $65,873 | not reported in the loaded dataset | 2023 |
| Kroll Heineman Ptasiewicz & Parsons | ATTY FOR LOCAL 641 | $60,000 | not reported in the loaded dataset | 2023 |
| Kathleen Kyreakakis | EMPLOYEE | $53,988 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services, LLC | NONE | $49,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $35,648 | $0 | 2023 |
| Mspc | ACCT FOR LOCAL 641 | $21,385 | not reported in the loaded dataset | 2023 |
| Gellert Seitz Busenkell & Brown LLC | not reported in the loaded dataset | $7,363 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 641 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Union, NJ
- Capital International — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Diane Florian — Schedule C compensation
- Karri Steinmacher — Schedule C compensation
- Kroll Heineman Ptasiewicz & Parsons — Schedule C compensation
- Kathleen Kyreakakis — Schedule C compensation
- Summit Actuarial Services, LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Mspc — Schedule C compensation
- Gellert Seitz Busenkell & Brown LLC — Schedule C compensation