Indiana Teamsters Pension Plan — Form 5500 plan (Board Of Trustees Of The Indiana Teamsters Pension Plan)
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, Indiana Teamsters Pension Plan is a benefit plan reported by Board Of Trustees Of The Indiana Teamsters Pension Plan under EIN 35-1792964 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,717 participants and $88,749,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Indiana Teamsters Pension Plan
- EIN
- 35-1792964
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,717
- End-of-year plan assets
- $88,749,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,717 | H, C | 20241011115502NAL0038632800002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,749,462
- Total liabilities (EOY)
- $83,011
- Net assets (EOY)
- $88,666,451
- Net assets (BOY)
- $74,868,899
Income & contributions
- Employer contributions
- $7,361,628
- Total contributions
- $7,361,628
- Total income / additions
- $17,443,557
Expenses & distributions
- Benefits paid
- $3,029,666
- Administrative expenses
- $616,339
- Total expenses
- $3,646,005
- Net increase / (decrease)
- $13,797,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Otley Investment Fiduciary Solution | INVESTMENT MANAGEMENT | $362,938 | $0 | 2023 |
| Katz Sapper & Miller | AUDITOR | $40,500 | $0 | 2023 |
| Paramount Health | CONSULTANT/ACCOUNTANT | $36,000 | $0 | 2023 |
| Charles Schwab Trust Bank | CUSTODIAL SERVICES | $29,618 | $0 | 2023 |
| United Actuarial Services | ACTUARY | $28,868 | $0 | 2023 |
| Ledbetter Parisi, LLC | LEGAL SERVICES | $22,800 | $0 | 2023 |
| Bridgeway Benefit Technologies | OTHER | $9,633 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Indiana Teamsters Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Otley Investment Fiduciary Solution — Schedule C compensation
- Katz Sapper & Miller — Schedule C compensation
- Paramount Health — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation