Teamsters Local 830 Pension Plan — Form 5500 plan (Teamsters Local 830 Pension Plan)
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 830 Pension Plan is a benefit plan reported by Teamsters Local 830 Pension Plan under EIN 23-1990755 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,318 participants and $179,845,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local 830 Pension Plan
- EIN
- 23-1990755
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,318
- End-of-year plan assets
- $179,845,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,318 | H, C | 20250616143538NAL0001551680002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,845,729
- Total liabilities (EOY)
- $261,028
- Net assets (EOY)
- $179,584,701
- Net assets (BOY)
- $169,033,462
Income & contributions
- Employer contributions
- $4,102,277
- Total contributions
- $4,102,277
- Total income / additions
- $26,161,173
Expenses & distributions
- Benefits paid
- $13,523,708
- Administrative expenses
- $2,086,226
- Total expenses
- $15,609,934
- Net increase / (decrease)
- $10,551,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Waterson Assets Management LLC | NONE | $213,730 | not reported in the loaded dataset | 2023 |
| Intercontinental R/E Corp. | NONE | $175,775 | not reported in the loaded dataset | 2023 |
| Portfolio Advisors, LLC | NONE | $158,911 | $0 | 2023 |
| Hardman Johnston Globl Advisors | NONE | $113,820 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Samuel J. Kenish | EMPLOYEE | $91,100 | not reported in the loaded dataset | 2023 |
| Logan Capital Management Inc | NONE | $76,388 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $75,980 | $0 | 2023 |
| Wells Fargo Bank, N.A. | NONE | $59,322 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $52,229 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $47,822 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $47,548 | $0 | 2023 |
| Aristotle Credit Partners LLC | NONE | $0 | $47,548 | 2023 |
| Cbiz | NONE | $46,213 | not reported in the loaded dataset | 2023 |
| Jennifer Schmeltzer | EMPLOYEE | $41,905 | not reported in the loaded dataset | 2023 |
| Entrust Global Partners LLC | NONE | $41,778 | $0 | 2023 |
| Great Lakes Advisors LLC | NONE | $40,160 | not reported in the loaded dataset | 2023 |
| Brandon Kenish | EMPLOYEE | $36,527 | not reported in the loaded dataset | 2023 |
| Agnes Breen | EMPLOYEE | $36,372 | not reported in the loaded dataset | 2023 |
| Mary C. Joniec | EMPLOYEE | $34,764 | not reported in the loaded dataset | 2023 |
| Patricia Perrone | EMPLOYEE | $28,841 | not reported in the loaded dataset | 2023 |
| Donna Di Francesco | EMPLOYEE | $28,603 | not reported in the loaded dataset | 2023 |
| Gabriel Del Gaiso | EMPLOYEE | $28,573 | not reported in the loaded dataset | 2023 |
| Jennifer Langdon | EMPLOYEE | $25,823 | $0 | 2023 |
| Cleary Josem & Trigiani Llp | NONE | $24,144 | not reported in the loaded dataset | 2023 |
| Cozen O'Connor | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $20,913 | not reported in the loaded dataset | 2023 |
| Joseph Grace Holdings, Inc. | NONE | $0 | $19,097 | 2023 |
| Pnc Bank, N.A. | NONE | $13,255 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local 830 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Boyd Waterson Assets Management LLC — Schedule C compensation
- Intercontinental R/E Corp. — Schedule C compensation
- Portfolio Advisors, LLC — Schedule C compensation
- Hardman Johnston Globl Advisors — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Samuel J. Kenish — Schedule C compensation
- Logan Capital Management Inc — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Aristotle Credit Partners LLC — Schedule C compensation
- Cbiz — Schedule C compensation
- Jennifer Schmeltzer — Schedule C compensation
- Entrust Global Partners LLC — Schedule C compensation
- Great Lakes Advisors LLC — Schedule C compensation
- Brandon Kenish — Schedule C compensation
- Agnes Breen — Schedule C compensation
- Mary C. Joniec — Schedule C compensation
- Patricia Perrone — Schedule C compensation
- Donna Di Francesco — Schedule C compensation
- Gabriel Del Gaiso — Schedule C compensation
- Jennifer Langdon — Schedule C compensation
- Cleary Josem & Trigiani Llp — Schedule C compensation
- Cozen O'Connor — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Joseph Grace Holdings, Inc. — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation