Teamsters Local 727 Legal & Educ. Assist. Fund — Form 5500 plan (Teamsters Local Union No. 727 Legal & Educational Asstce 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 727 Legal & Educ. Assist. Fund is a benefit plan reported by Teamsters Local Union No. 727 Legal & Educational Asstce Fund under EIN 36-3429967 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,193 participants and $6,242,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Local Union No. 727 Legal & Educational Asstce Fund
- EIN
- 36-3429967
- Plan number
- 501
- Plan type
- 1
- Location
- Park Ridge, IL
- Latest filing year
- 2023
- Participants
- 3,193
- End-of-year plan assets
- $6,242,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,193 | H, C | 20241215094440NAL0000389313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,242,542
- Total liabilities (EOY)
- $872,993
- Net assets (EOY)
- $5,369,549
- Net assets (BOY)
- $3,801,953
Income & contributions
- Employer contributions
- $7,083,915
- Total contributions
- $7,083,915
- Total income / additions
- $7,373,915
Expenses & distributions
- Benefits paid
- $4,896,856
- Administrative expenses
- $909,463
- Total expenses
- $5,806,319
- Net increase / (decrease)
- $1,567,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| L. Cruz | EMPLOYEE | $144,720 | not reported in the loaded dataset | 2023 |
| B. Affetto | EMPLOYEE | $63,675 | not reported in the loaded dataset | 2023 |
| R. Laino | EMPLOYEE | $54,042 | not reported in the loaded dataset | 2023 |
| M. Pryor | EMPLOYEE | $53,391 | not reported in the loaded dataset | 2023 |
| V. Naples | EMPLOYEE | $47,695 | not reported in the loaded dataset | 2023 |
| R. Clancy | EMPLOYEE | $47,072 | not reported in the loaded dataset | 2023 |
| G. Shamoon | EMPLOYEE | $39,299 | not reported in the loaded dataset | 2023 |
| S. Johnson | EMPLOYEE | $39,065 | not reported in the loaded dataset | 2023 |
| Z. Frankenbach | EMPLOYEE | $36,406 | not reported in the loaded dataset | 2023 |
| J. Martinez | EMPLOYEE | $34,333 | not reported in the loaded dataset | 2023 |
| B. Rodriguez | EMPLOYEE | $33,189 | not reported in the loaded dataset | 2023 |
| C. Laino | EMPLOYEE | $29,683 | not reported in the loaded dataset | 2023 |
| G. Youmans | TRUSTEE | $28,233 | not reported in the loaded dataset | 2023 |
| C. Jacobazzi | EMPLOYEE | $27,127 | not reported in the loaded dataset | 2023 |
| C. Tominberg | TRUSTEE | $24,640 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $15,746 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $15,118 | not reported in the loaded dataset | 2023 |
| Ctm Legal | OWNER IS BRO. OF TRUSTEE | $6,003 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,414 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Local Union No. 727 Legal & Educational Asstce Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Park Ridge, IL
- L. Cruz — Schedule C compensation
- B. Affetto — Schedule C compensation
- R. Laino — Schedule C compensation
- M. Pryor — Schedule C compensation
- V. Naples — Schedule C compensation
- R. Clancy — Schedule C compensation
- G. Shamoon — Schedule C compensation
- S. Johnson — Schedule C compensation
- Z. Frankenbach — Schedule C compensation
- J. Martinez — Schedule C compensation
- B. Rodriguez — Schedule C compensation
- C. Laino — Schedule C compensation
- G. Youmans — Schedule C compensation
- C. Jacobazzi — Schedule C compensation
- C. Tominberg — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Ctm Legal — Schedule C compensation
- Amalgamated Bank — Schedule C compensation