Teamsters' Industry Welfare Fund — Form 5500 plan (Board Of Trustees - Teamsters')
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' Industry Welfare Fund is a benefit plan reported by Board Of Trustees - Teamsters' under EIN 25-6035969 and plan number 501. The latest loaded filing year is 2023. The filing reports 703 participants and $55,849,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Teamsters'
- EIN
- 25-6035969
- Plan number
- 501
- Plan type
- 1
- Location
- Mcmurray, PA
- Latest filing year
- 2023
- Participants
- 703
- End-of-year plan assets
- $55,849,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 703 | H, C | 20241014141211NAL0027522481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,849,840
- Total liabilities (EOY)
- $143,247
- Net assets (EOY)
- $55,706,593
- Net assets (BOY)
- $53,849,336
Income & contributions
- Employer contributions
- $9,803,995
- Participant contributions
- $37,129
- Total contributions
- $9,841,124
- Total income / additions
- $12,368,710
Expenses & distributions
- Benefits paid
- $10,078,492
- Administrative expenses
- $432,961
- Total expenses
- $10,511,453
- Net increase / (decrease)
- $1,857,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Fund Service Company | NONE | $206,078 | not reported in the loaded dataset | 2023 |
| Pnc Investment Advisors | NONE | $73,463 | $0 | 2023 |
| The Segal Group, Inc | NONE | $40,333 | not reported in the loaded dataset | 2023 |
| Grossman Yanak & Ford Llp | NONE | $30,893 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $16,291 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $14,092 | not reported in the loaded dataset | 2023 |
| Freedom Resources | NONE | $5,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Teamsters'
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mcmurray, PA
- Benefit Fund Service Company — Schedule C compensation
- Pnc Investment Advisors — Schedule C compensation
- The Segal Group, Inc — Schedule C compensation
- Grossman Yanak & Ford Llp — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Freedom Resources — Schedule C compensation