Central Pennsylvania Teamsters Defined Benefit Plan — Form 5500 plan (Central Pennsylvania Teamsters Pension Fund, Trustees)
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, Central Pennsylvania Teamsters Defined Benefit Plan is a benefit plan reported by Central Pennsylvania Teamsters Pension Fund, Trustees under EIN 23-6262789 and plan number 001. The latest loaded filing year is 2023. The filing reports 27,168 participants and $1,387,151,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Pennsylvania Teamsters Pension Fund, Trustees
- EIN
- 23-6262789
- Plan number
- 001
- Plan type
- 1
- Location
- Wyomissing, PA
- Latest filing year
- 2023
- Participants
- 27,168
- End-of-year plan assets
- $1,387,151,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,168 | H, C | 20240923184525NAL0011774257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,387,151,645
- Total liabilities (EOY)
- $1,124,671
- Net assets (EOY)
- $1,386,026,974
- Net assets (BOY)
- $1,243,983,858
Income & contributions
- Employer contributions
- $98,097,236
- Total contributions
- $98,097,236
- Total income / additions
- $261,035,818
Expenses & distributions
- Benefits paid
- $123,515,170
- Administrative expenses
- $7,195,141
- Total expenses
- $130,710,311
- Net increase / (decrease)
- $130,325,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $1,008,596 | not reported in the loaded dataset | 2023 |
| Westfield Capital Mgmt Co.Lp | NONE | $626,455 | $0 | 2023 |
| Morgan, Lewis, & Bockius Llp | NONE | $581,476 | not reported in the loaded dataset | 2023 |
| Intercontinental R/E Corporation | NONE | $468,229 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $445,485 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $417,655 | 2023 |
| Segall Bryant & Hamill | NONE | $412,695 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $337,145 | not reported in the loaded dataset | 2023 |
| Cbiz Rps | NONE | $262,288 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $223,146 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $171,250 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $143,087 | not reported in the loaded dataset | 2023 |
| Michelle L Houck | EMPLOYEE | $96,736 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $86,552 | $0 | 2023 |
| Ashley Bortz | EMPLOYEE | $84,031 | not reported in the loaded dataset | 2023 |
| Judith A Guidara | EMPLOYEE | $83,150 | not reported in the loaded dataset | 2023 |
| Joseph J. Samolewicz | EMPLOYEE | $82,608 | not reported in the loaded dataset | 2023 |
| Martin L Cullen | EMPLOYEE | $64,091 | not reported in the loaded dataset | 2023 |
| Debra Pfennig | EMPLOYEE | $63,361 | not reported in the loaded dataset | 2023 |
| Lisa Marderness | EMPLOYEE | $62,654 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $61,959 | not reported in the loaded dataset | 2023 |
| James Stricker | EMPLOYEE | $59,757 | not reported in the loaded dataset | 2023 |
| Richard Pastuszek | EMPLOYEE | $59,624 | not reported in the loaded dataset | 2023 |
| Kelly Snyder | EMPLOYEE | $54,895 | not reported in the loaded dataset | 2023 |
| Rusty Kemp | EMPLOYEE | $49,143 | not reported in the loaded dataset | 2023 |
| Chemere Pearson | EMPLOYEE | $47,502 | not reported in the loaded dataset | 2023 |
| Amanda Patton | EMPLOYEE | $46,766 | not reported in the loaded dataset | 2023 |
| Robert Genslinger | EMPLOYEE | $43,994 | not reported in the loaded dataset | 2023 |
| Lv Print Center | NONE | $41,309 | not reported in the loaded dataset | 2023 |
| Kyle Weller | EMPLOYEE | $40,976 | not reported in the loaded dataset | 2023 |
| Peter Shiffer | EMPLOYEE | $38,851 | not reported in the loaded dataset | 2023 |
| Lori Kemmerer | EMPLOYEE | $37,785 | not reported in the loaded dataset | 2023 |
| Charlotte Houser | EMPLOYEE | $37,136 | not reported in the loaded dataset | 2023 |
| Essex Technology Group | NONE | $35,812 | not reported in the loaded dataset | 2023 |
| Damien Wild | EMPLOYEE | $35,090 | not reported in the loaded dataset | 2023 |
| Weidenhammer Systems Corp | NONE | $34,660 | not reported in the loaded dataset | 2023 |
| Fabricant & Fabricant Inc | NONE | $0 | $21,449 | 2023 |
| Gage Personnel | NONE | $12,264 | not reported in the loaded dataset | 2023 |
| Doyle Printing & Offset Co. | NONE | $11,198 | not reported in the loaded dataset | 2023 |
| Stevens & Lee, Pc | NONE | $7,691 | not reported in the loaded dataset | 2023 |
| Stratix Systems, Inc. | NONE | $6,307 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Pennsylvania Teamsters Pension Fund, Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wyomissing, PA
- Washington Capital Management, Inc. — Schedule C compensation
- Westfield Capital Mgmt Co.Lp — Schedule C compensation
- Morgan, Lewis, & Bockius Llp — Schedule C compensation
- Intercontinental R/E Corporation — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Cbiz Rps — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Michelle L Houck — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Ashley Bortz — Schedule C compensation
- Judith A Guidara — Schedule C compensation
- Joseph J. Samolewicz — Schedule C compensation
- Martin L Cullen — Schedule C compensation
- Debra Pfennig — Schedule C compensation
- Lisa Marderness — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- James Stricker — Schedule C compensation
- Richard Pastuszek — Schedule C compensation
- Kelly Snyder — Schedule C compensation
- Rusty Kemp — Schedule C compensation
- Chemere Pearson — Schedule C compensation
- Amanda Patton — Schedule C compensation
- Robert Genslinger — Schedule C compensation
- Lv Print Center — Schedule C compensation
- Kyle Weller — Schedule C compensation
- Peter Shiffer — Schedule C compensation
- Lori Kemmerer — Schedule C compensation
- Charlotte Houser — Schedule C compensation
- Essex Technology Group — Schedule C compensation
- Damien Wild — Schedule C compensation
- Weidenhammer Systems Corp — Schedule C compensation
- Fabricant & Fabricant Inc — Schedule C compensation
- Gage Personnel — Schedule C compensation
- Doyle Printing & Offset Co. — Schedule C compensation
- Stevens & Lee, Pc — Schedule C compensation
- Stratix Systems, Inc. — Schedule C compensation