Central Pennsylvania Teamsters Retirement Income Plan 1987 — 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 Retirement Income Plan 1987 is a benefit plan reported by Central Pennsylvania Teamsters Pension Fund, Trustees under EIN 23-6262789 and plan number 009. The latest loaded filing year is 2023. The filing reports 9,077 participants and $877,450,231 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
- 009
- Plan type
- 1
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 9,077
- End-of-year plan assets
- $877,450,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,077 | H, C | 20240923154409NAL0006751875003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $877,450,231
- Total liabilities (EOY)
- $22,784,840
- Net assets (EOY)
- $854,665,391
- Net assets (BOY)
- $915,661,143
Income & contributions
- Employer contributions
- $11,433,013
- Total contributions
- $11,433,013
- Total income / additions
- $94,975,398
Expenses & distributions
- Benefits paid
- $140,447,061
- Administrative expenses
- $3,806,480
- Total expenses
- $144,253,541
- Net increase / (decrease)
- -$49,278,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $452,947 | not reported in the loaded dataset | 2023 |
| Westfield Capital Mgmt Co Lp | NONE | $415,315 | $0 | 2023 |
| Loomis Sayles Trust Co. | NONE | $376,121 | not reported in the loaded dataset | 2023 |
| Intercontinental R/E Corporation | NONE | $312,103 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $305,615 | $0 | 2023 |
| Great Lakes Advisors, LLC | NONE | $259,056 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $181,975 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $171,250 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $167,064 | 2023 |
| Joseph J. Samolewicz | EMPLOYEE | $82,286 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $77,236 | not reported in the loaded dataset | 2023 |
| Michelle L. Houck | EMPLOYEE | $72,976 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $66,706 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $66,660 | $0 | 2023 |
| Cbiz Rps | NONE | $63,681 | not reported in the loaded dataset | 2023 |
| Martin L. Cullen | EMPLOYEE | $63,633 | not reported in the loaded dataset | 2023 |
| Ashley Bortz | EMPLOYEE | $63,392 | not reported in the loaded dataset | 2023 |
| Judith A. Guidara | EMPLOYEE | $62,727 | not reported in the loaded dataset | 2023 |
| James Stricker | EMPLOYEE | $59,757 | not reported in the loaded dataset | 2023 |
| Rusty Kemp | EMPLOYEE | $48,547 | not reported in the loaded dataset | 2023 |
| Robert Genslinger | EMPLOYEE | $43,994 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $41,907 | not reported in the loaded dataset | 2023 |
| Kyle Weller | EMPLOYEE | $40,852 | not reported in the loaded dataset | 2023 |
| Peter Shiffer | EMPLOYEE | $38,851 | not reported in the loaded dataset | 2023 |
| Lv Print Center | NONE | $38,175 | not reported in the loaded dataset | 2023 |
| Lori Kemmerer | EMPLOYEE | $37,785 | not reported in the loaded dataset | 2023 |
| Damien Wild | EMPLOYEE | $35,090 | not reported in the loaded dataset | 2023 |
| Essex Technology Group Inc | NONE | $30,258 | not reported in the loaded dataset | 2023 |
| Weidenhammer Systems Corp | NONE | $27,299 | not reported in the loaded dataset | 2023 |
| Fabricant & Fabricant Inc | NONE | $0 | $16,268 | 2023 |
| Gage Personnel | NONE | $12,264 | not reported in the loaded dataset | 2023 |
| Doyle Printing & Offset Co. | NONE | $9,162 | 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 Reading, PA
- Washington Capital Management, Inc. — Schedule C compensation
- Westfield Capital Mgmt Co Lp — Schedule C compensation
- Loomis Sayles Trust Co. — Schedule C compensation
- Intercontinental R/E Corporation — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Joseph J. Samolewicz — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Michelle L. Houck — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Cbiz Rps — Schedule C compensation
- Martin L. Cullen — Schedule C compensation
- Ashley Bortz — Schedule C compensation
- Judith A. Guidara — Schedule C compensation
- James Stricker — Schedule C compensation
- Rusty Kemp — Schedule C compensation
- Robert Genslinger — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Kyle Weller — Schedule C compensation
- Peter Shiffer — Schedule C compensation
- Lv Print Center — Schedule C compensation
- Lori Kemmerer — Schedule C compensation
- Damien Wild — Schedule C compensation
- Essex Technology Group Inc — 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