Teamsters Local 617 Pension Fund — Form 5500 plan (Board Of Trustees Of Teamsters Local 617 Pension 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 617 Pension Fund is a benefit plan reported by Board Of Trustees Of Teamsters Local 617 Pension Fund under EIN 23-7356773 and plan number 001. The latest loaded filing year is 2023. The filing reports 815 participants and $162,937,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Local 617 Pension Fund
- EIN
- 23-7356773
- Plan number
- 001
- Plan type
- 1
- Location
- Ridgefield, NJ
- Latest filing year
- 2023
- Participants
- 815
- End-of-year plan assets
- $162,937,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 815 | H, C | 20241213121055NAL0015718705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $162,937,793
- Total liabilities (EOY)
- $1,612,225
- Net assets (EOY)
- $161,325,568
- Net assets (BOY)
- $165,511,936
Income & contributions
- Employer contributions
- $401,091
- Total contributions
- $401,091
- Total income / additions
- $8,408,843
Expenses & distributions
- Benefits paid
- $11,677,112
- Administrative expenses
- $918,099
- Total expenses
- $12,595,211
- Net increase / (decrease)
- -$4,186,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles Company | NONE | $203,988 | not reported in the loaded dataset | 2023 |
| Patricia Depascale | EMPLOYEE | $116,736 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $110,657 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Team LLC | NONE | $61,644 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Janemarie Scarzafava | EMPLOYEE | $31,080 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $16,246 | not reported in the loaded dataset | 2023 |
| Anthony Sidoti | TRUSTEE | $9,000 | not reported in the loaded dataset | 2023 |
| Burton Trebour | TRUSTEE | $9,000 | not reported in the loaded dataset | 2023 |
| Gerald Wesbecker | TRUSTEE | $9,000 | not reported in the loaded dataset | 2023 |
| William Mckeever | TRUSTEE | $9,000 | not reported in the loaded dataset | 2023 |
| William Distelcamp | TRUSTEE | $7,500 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $7,483 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $5,881 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Local 617 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Ridgefield, NJ
- Loomis Sayles Company — Schedule C compensation
- Patricia Depascale — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- First Actuarial Consulting Team LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Janemarie Scarzafava — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Anthony Sidoti — Schedule C compensation
- Burton Trebour — Schedule C compensation
- Gerald Wesbecker — Schedule C compensation
- William Mckeever — Schedule C compensation
- William Distelcamp — Schedule C compensation
- Mspc — Schedule C compensation
- Bank Of America — Schedule C compensation