Midwestern Teamsters Pension Trust Fund — Form 5500 plan (Trustees Midwestern Teamsters Pension Trust 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, Midwestern Teamsters Pension Trust Fund is a benefit plan reported by Trustees Midwestern Teamsters Pension Trust Fund under EIN 37-6117130 and plan number 001. The latest loaded filing year is 2023. The filing reports 615 participants and $16,301,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Midwestern Teamsters Pension Trust Fund
- EIN
- 37-6117130
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 615
- End-of-year plan assets
- $16,301,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 615 | H, C | 20241003163832NAL0018225040003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,301,630
- Total liabilities (EOY)
- $21,882
- Net assets (EOY)
- $16,279,748
- Net assets (BOY)
- $16,567,362
Income & contributions
- Employer contributions
- $452,227
- Total contributions
- $452,227
- Total income / additions
- $2,056,796
Expenses & distributions
- Benefits paid
- $1,903,252
- Administrative expenses
- $441,158
- Total expenses
- $2,344,410
- Net increase / (decrease)
- -$287,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $202,965 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $77,241 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara Llp | NONE | $38,459 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $33,513 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Illinois National Bank | NONE | $9,610 | $0 | 2023 |
| Cs Mckee | NONE | $7,601 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Midwestern Teamsters Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- The Segal Company — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Cavanagh & O'Hara Llp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Illinois National Bank — Schedule C compensation
- Cs Mckee — Schedule C compensation