Teamsters' Construction Industry & Misc Pension Fund — Form 5500 plan (Teamsters' Construction Industry)
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' Construction Industry & Misc Pension Fund is a benefit plan reported by Teamsters' Construction Industry under EIN 25-6135580 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,157 participants and $206,605,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters' Construction Industry
- EIN
- 25-6135580
- Plan number
- 001
- Plan type
- 1
- Location
- Mcmurray, PA
- Latest filing year
- 2023
- Participants
- 2,157
- End-of-year plan assets
- $206,605,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,157 | H, C | 20241014164442NAL0013640691003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,605,204
- Total liabilities (EOY)
- $382,623
- Net assets (EOY)
- $206,222,581
- Net assets (BOY)
- $182,842,349
Income & contributions
- Employer contributions
- $6,531,937
- Total contributions
- $6,531,937
- Total income / additions
- $35,493,765
Expenses & distributions
- Benefits paid
- $10,956,517
- Administrative expenses
- $1,157,016
- Total expenses
- $12,113,533
- Net increase / (decrease)
- $23,380,232
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 |
| Metropolitan West Capital Mgmt. | NONE | $151,115 | not reported in the loaded dataset | 2023 |
| Fiera Capital, Inc. | NONE | $140,040 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $123,934 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | NONE | $89,832 | not reported in the loaded dataset | 2023 |
| Siguler Guff & Company Lp | NONE | $71,183 | $0 | 2023 |
| Morgan Stanley Smith Barney | NONE | $50,000 | $0 | 2023 |
| Grossman Yanak & Ford Llp | NONE | $42,079 | not reported in the loaded dataset | 2023 |
| Cim Investment Capital | NONE | $39,227 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $37,285 | not reported in the loaded dataset | 2023 |
| Cowden Associates, Inc. | NONE | $34,955 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $16,341 | $0 | 2023 |
| State Street Global Advisors | NONE | $14,381 | $0 | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $9,640 | not reported in the loaded dataset | 2023 |
| Freedom Resources | NONE | $9,387 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters' Construction Industry
- 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
- Metropolitan West Capital Mgmt. — Schedule C compensation
- Fiera Capital, Inc. — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- C.S. Mckee — Schedule C compensation
- Siguler Guff & Company Lp — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Grossman Yanak & Ford Llp — Schedule C compensation
- Cim Investment Capital — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Cowden Associates, Inc. — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Freedom Resources — Schedule C compensation