Teamsters Union Local 293 Pension Plan — Form 5500 plan (Trustees Of Teamsters Union Local 293 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 Union Local 293 Pension Plan is a benefit plan reported by Trustees Of Teamsters Union Local 293 Pension Plan under EIN 51-0151830 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,351 participants and $93,876,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Union Local 293 Pension Plan
- EIN
- 51-0151830
- Plan number
- 001
- Plan type
- 1
- Location
- Independence, OH
- Latest filing year
- 2023
- Participants
- 1,351
- End-of-year plan assets
- $93,876,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,351 | H, C | 20241016203118NAL0018047987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,876,826
- Total liabilities (EOY)
- $22,874
- Net assets (EOY)
- $93,853,952
- Net assets (BOY)
- $90,305,778
Income & contributions
- Total income / additions
- $10,410,340
Expenses & distributions
- Benefits paid
- $6,511,759
- Administrative expenses
- $350,407
- Total expenses
- $6,862,166
- Net increase / (decrease)
- $3,548,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Fiduciary | not reported in the loaded dataset | $38,500 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $34,110 | not reported in the loaded dataset | 2023 |
| Elizabeth Peterkoski | EMPLOYEE | $34,051 | not reported in the loaded dataset | 2023 |
| Boston Trust | not reported in the loaded dataset | $34,028 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi | not reported in the loaded dataset | $33,673 | not reported in the loaded dataset | 2023 |
| Key Corporation | not reported in the loaded dataset | $32,907 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Union Local 293 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Independence, OH
- Independent Fiduciary — Schedule C compensation
- The Segal Company — Schedule C compensation
- Elizabeth Peterkoski — Schedule C compensation
- Boston Trust — Schedule C compensation
- Ciuni & Panichi — Schedule C compensation
- Key Corporation — Schedule C compensation