Teamsters Union Local No. 142 Annuity Fund — Form 5500 plan (Board Of Trustees Of Teamsters Union Local No.142 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 Union Local No. 142 Annuity Fund is a benefit plan reported by Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund under EIN 27-3032105 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,154 participants and $46,410,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund
- EIN
- 27-3032105
- Plan number
- 001
- Plan type
- 1
- Location
- Gary, IN
- Latest filing year
- 2023
- Participants
- 1,154
- End-of-year plan assets
- $46,410,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,154 | H, C | 20240923110134NAL0015317648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,410,826
- Total liabilities (EOY)
- $15,866
- Net assets (EOY)
- $46,394,960
- Net assets (BOY)
- $37,085,591
Income & contributions
- Employer contributions
- $6,740,215
- Participant contributions
- $354,416
- Total contributions
- $7,094,631
- Total income / additions
- $13,047,764
Expenses & distributions
- Benefits paid
- $3,315,586
- Administrative expenses
- $422,809
- Total expenses
- $3,738,395
- Net increase / (decrease)
- $9,309,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jay Smith | EMPLOYEE | $106,639 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $104,390 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Asher Gittler & D'Alba Ltd | NONE | $24,905 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $21,700 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $10,549 | $0 | 2023 |
| Bmo Harris Bank N.A. | NONE | $7,034 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | NONE | $5,276 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Gary, IN
- Jay Smith — Schedule C compensation
- Milliman — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Asher Gittler & D'Alba Ltd — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation