Teamsters Local Union No. 727 Pension Plan — Form 5500 plan (Board Of Trustees Of Teamsters Local Union No. 727 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, Teamsters Local Union No. 727 Pension Plan is a benefit plan reported by Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan under EIN 36-6102397 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,548 participants and $550,950,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan
- EIN
- 36-6102397
- Plan number
- 001
- Plan type
- 1
- Location
- Park Ridge, IL
- Latest filing year
- 2023
- Participants
- 6,548
- End-of-year plan assets
- $550,950,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,548 | H, C | 20241215094440NAL0000389313003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $550,950,826
- Total liabilities (EOY)
- $1,015,805
- Net assets (EOY)
- $549,935,021
- Net assets (BOY)
- $504,839,462
Income & contributions
- Employer contributions
- $30,204,832
- Total contributions
- $30,204,832
- Total income / additions
- $78,977,835
Expenses & distributions
- Benefits paid
- $30,803,705
- Administrative expenses
- $3,078,571
- Total expenses
- $33,882,276
- Net increase / (decrease)
- $45,095,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Services | NONE | $417,124 | not reported in the loaded dataset | 2023 |
| Robeco Boston Partners | NONE | $207,561 | $0 | 2023 |
| Blackrock Institutional Trust Co. | NONE | $139,520 | not reported in the loaded dataset | 2023 |
| R. Laino | ADMINISTRATOR | $121,236 | not reported in the loaded dataset | 2023 |
| Z. Frankenbach | EMPLOYEE | $118,358 | not reported in the loaded dataset | 2023 |
| M. Moore | EMPLOYEE | $113,467 | not reported in the loaded dataset | 2023 |
| Foster And Foster | NONE | $106,480 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $103,113 | not reported in the loaded dataset | 2023 |
| C. Dymon | EMPLOYEE | $98,281 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $93,610 | not reported in the loaded dataset | 2023 |
| T. Marino | EMPLOYEE | $75,548 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $71,779 | $0 | 2023 |
| C. Jacobazzi | EMPLOYEE | $62,654 | not reported in the loaded dataset | 2023 |
| B. Affetto | EMPLOYEE | $55,286 | not reported in the loaded dataset | 2023 |
| Ctm Legal Group | OWNER IS BRO. OF TRUSTEE | $53,065 | not reported in the loaded dataset | 2023 |
| R. Clancy | EMPLOYEE | $50,653 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $45,091 | not reported in the loaded dataset | 2023 |
| G. Shamoon | EMPLOYEE | $43,987 | not reported in the loaded dataset | 2023 |
| S. Johnson | EMPLOYEE | $43,748 | not reported in the loaded dataset | 2023 |
| Strategic Capital | NONE | $41,667 | not reported in the loaded dataset | 2023 |
| M. Pryor | EMPLOYEE | $41,110 | not reported in the loaded dataset | 2023 |
| A. Jozwicki | EMPLOYEE | $41,067 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $40,136 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Laner Muchin, Ltd | NONE | $38,993 | not reported in the loaded dataset | 2023 |
| V. Naples | EMPLOYEE | $38,933 | not reported in the loaded dataset | 2023 |
| B. Rodriguez | EMPLOYEE | $38,217 | not reported in the loaded dataset | 2023 |
| G. Youmans | TRUSTEE | $34,798 | not reported in the loaded dataset | 2023 |
| C. Tominberg | TRUSTEE | $28,929 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $20,021 | $0 | 2023 |
| Mr. Microchip Software Center, Inc. | NONE | $16,845 | not reported in the loaded dataset | 2023 |
| C. Laino | EMPLOYEE | $16,416 | not reported in the loaded dataset | 2023 |
| Elite Admin & Insurance Group, Inc. | NONE | $0 | $13,990 | 2023 |
| Washington Capital | NONE | $7,359 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Park Ridge, IL
- National Investment Services — Schedule C compensation
- Robeco Boston Partners — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- R. Laino — Schedule C compensation
- Z. Frankenbach — Schedule C compensation
- M. Moore — Schedule C compensation
- Foster And Foster — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- C. Dymon — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- T. Marino — Schedule C compensation
- Comerica Bank — Schedule C compensation
- C. Jacobazzi — Schedule C compensation
- B. Affetto — Schedule C compensation
- Ctm Legal Group — Schedule C compensation
- R. Clancy — Schedule C compensation
- Bny Mellon — Schedule C compensation
- G. Shamoon — Schedule C compensation
- S. Johnson — Schedule C compensation
- Strategic Capital — Schedule C compensation
- M. Pryor — Schedule C compensation
- A. Jozwicki — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Laner Muchin, Ltd — Schedule C compensation
- V. Naples — Schedule C compensation
- B. Rodriguez — Schedule C compensation
- G. Youmans — Schedule C compensation
- C. Tominberg — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Mr. Microchip Software Center, Inc. — Schedule C compensation
- C. Laino — Schedule C compensation
- Elite Admin & Insurance Group, Inc. — Schedule C compensation
- Washington Capital — Schedule C compensation