Teamsters Union Local No. 52 Pension Fund — Form 5500 plan (Board Of Trustees, Teamsters Union Local No. 52 Pension 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 Union Local No. 52 Pension Fund is a benefit plan reported by Board Of Trustees, Teamsters Union Local No. 52 Pension Fund under EIN 51-6098763 and plan number 001. The latest loaded filing year is 2023. The filing reports 740 participants and $107,435,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Teamsters Union Local No. 52 Pension Fund
- EIN
- 51-6098763
- Plan number
- 001
- Plan type
- 1
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 740
- End-of-year plan assets
- $107,435,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 740 | H, C | 20241015123547NAL0016402323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,435,412
- Total liabilities (EOY)
- $21,556
- Net assets (EOY)
- $107,413,856
- Net assets (BOY)
- $90,723,972
Income & contributions
- Employer contributions
- $1,836,501
- Total contributions
- $1,836,501
- Total income / additions
- $24,686,891
Expenses & distributions
- Benefits paid
- $7,607,120
- Administrative expenses
- $389,887
- Total expenses
- $7,997,007
- Net increase / (decrease)
- $16,689,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $73,866 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Keybank National Association | NONE | $31,534 | $0 | 2023 |
| Carri Bowman | EMPLOYEE | $31,200 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | NONE | $30,614 | not reported in the loaded dataset | 2023 |
| J. Schaefer & Company LLC | NONE | $22,200 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Teamsters Union Local No. 52 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- The Segal Company — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Keybank National Association — Schedule C compensation
- Carri Bowman — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation
- J. Schaefer & Company LLC — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation