Teamsters Local Union 331 Severance Trust Fund — Form 5500 plan (Teamsters Local Union 331 Severance Trust 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 Union 331 Severance Trust Fund is a benefit plan reported by Teamsters Local Union 331 Severance Trust Fund under EIN 23-6737793 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,809 participants and $33,221,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local Union 331 Severance Trust Fund
- EIN
- 23-6737793
- Plan number
- 001
- Plan type
- 1
- Location
- Egg Harbor City, NJ
- Latest filing year
- 2023
- Participants
- 2,809
- End-of-year plan assets
- $33,221,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,809 | H, C | 20240710132555NAL0016869521002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,221,296
- Total liabilities (EOY)
- $37,274
- Net assets (EOY)
- $33,184,022
- Net assets (BOY)
- $31,141,178
Income & contributions
- Employer contributions
- $2,118,391
- Total contributions
- $2,118,391
- Total income / additions
- $4,941,253
Expenses & distributions
- Benefits paid
- $2,607,383
- Administrative expenses
- $291,026
- Total expenses
- $2,898,409
- Net increase / (decrease)
- $2,042,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Ins & Annuity | NONE | $52,345 | $0 | 2023 |
| Mspc Certified Public Accountants | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $23,264 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $15,195 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local Union 331 Severance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Egg Harbor City, NJ
- Prudential Retirement Ins & Annuity — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Captrust — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation