United Teamster Annuity Fund — Form 5500 plan (Board Of Trustees Of United Teamster Annuity 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, United Teamster Annuity Fund is a benefit plan reported by Board Of Trustees Of United Teamster Annuity Fund under EIN 23-7277344 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,703 participants and $7,983,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United Teamster Annuity Fund
- EIN
- 23-7277344
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 1,703
- End-of-year plan assets
- $7,983,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,703 | H, C | 20240925123301NAL0029070994002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,983,731
- Total liabilities (EOY)
- $52,633
- Net assets (EOY)
- $7,931,098
- Net assets (BOY)
- $6,399,741
Income & contributions
- Employer contributions
- $1,569,902
- Total contributions
- $1,569,902
- Total income / additions
- $2,219,734
Expenses & distributions
- Benefits paid
- $537,413
- Administrative expenses
- $150,964
- Total expenses
- $688,377
- Net increase / (decrease)
- $1,531,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Teamster Fund | NONE | $49,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $38,797 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $14,823 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisors | NONE | $9,159 | not reported in the loaded dataset | 2023 |
| Cary Kane, Pllc | LEGAL COUNSEL | $8,084 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,000 | $38 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United Teamster Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- United Teamster Fund — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Pacific Income Advisors — Schedule C compensation
- Cary Kane, Pllc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation