Teamsters Local 777 Severance And Retirement Plan — Form 5500 plan (Trustees Of Teamsters Local 777 Severance And Retirement 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, Teamsters Local 777 Severance And Retirement Plan is a benefit plan reported by Trustees Of Teamsters Local 777 Severance And Retirement Plan under EIN 36-3980892 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,283 participants and $6,548,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local 777 Severance And Retirement Plan
- EIN
- 36-3980892
- Plan number
- 001
- Plan type
- 1
- Location
- Lyons, IL
- Latest filing year
- 2023
- Participants
- 4,283
- End-of-year plan assets
- $6,548,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,283 | H, C | 20241015103005NAL0028066721002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,548,383
- Total liabilities (EOY)
- $43,627
- Net assets (EOY)
- $6,504,756
- Net assets (BOY)
- $5,500,876
Income & contributions
- Employer contributions
- $958,469
- Total contributions
- $958,469
- Total income / additions
- $1,676,252
Expenses & distributions
- Benefits paid
- $461,003
- Administrative expenses
- $211,369
- Total expenses
- $672,372
- Net increase / (decrease)
- $1,003,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Maritza Muniz | EMPLOYEE | $86,256 | not reported in the loaded dataset | 2023 |
| Jp Morgan Securities, LLC | NONE | $63,153 | $0 | 2023 |
| Security Programs Inc | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $10,953 | not reported in the loaded dataset | 2023 |
| Previant Law Firm, Sc | NONE | $6,901 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local 777 Severance And Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lyons, IL
- Maritza Muniz — Schedule C compensation
- Jp Morgan Securities, LLC — Schedule C compensation
- Security Programs Inc — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Previant Law Firm, Sc — Schedule C compensation