Teamsters Local 802 Annuity Fund — Form 5500 plan (Board Of Trustees Teamsters Local 802 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, Teamsters Local 802 Annuity Fund is a benefit plan reported by Board Of Trustees Teamsters Local 802 Annuity Fund under EIN 27-0970217 and plan number 001. The latest loaded filing year is 2023. The filing reports 761 participants and $140,185,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Local 802 Annuity Fund
- EIN
- 27-0970217
- Plan number
- 001
- Plan type
- 1
- Location
- Baldwin, NY
- Latest filing year
- 2023
- Participants
- 761
- End-of-year plan assets
- $140,185,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 761 | H, C | 20241007153052NAL0031317906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,185,134
- Total liabilities (EOY)
- $64,495
- Net assets (EOY)
- $140,120,639
- Net assets (BOY)
- $139,771,728
Income & contributions
- Employer contributions
- $2,558,769
- Total contributions
- $2,558,769
- Total income / additions
- $21,805,866
Expenses & distributions
- Benefits paid
- $21,161,746
- Administrative expenses
- $295,209
- Total expenses
- $21,456,955
- Net increase / (decrease)
- $348,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tammy Tamburello | EMPLOYEE | $70,933 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Srvs | NONE | $0 | $62,792 | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $46,034 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Kellianne Mcinnis | EMPLOYEE | $30,043 | not reported in the loaded dataset | 2023 |
| Cary Kane, Pllc | LEGAL COUNSEL | $15,650 | not reported in the loaded dataset | 2023 |
| Tarter Krinsky & Drogin Llp | NONE | $5,260 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Local 802 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Baldwin, NY
- Tammy Tamburello — Schedule C compensation
- John Hancock Retirement Plan Srvs — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Kellianne Mcinnis — Schedule C compensation
- Cary Kane, Pllc — Schedule C compensation
- Tarter Krinsky & Drogin Llp — Schedule C compensation