Teamsters Local 639 - Employers Pension Trust Fund — Form 5500 plan (Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust)
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 639 - Employers Pension Trust Fund is a benefit plan reported by Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust under EIN 53-0237142 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,025 participants and $1,628,433,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust
- EIN
- 53-0237142
- Plan number
- 001
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 9,025
- End-of-year plan assets
- $1,628,433,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,025 | H, C | 20241015122242NAL0029611825005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,628,433,776
- Total liabilities (EOY)
- $5,172,025
- Net assets (EOY)
- $1,623,261,751
- Net assets (BOY)
- $1,496,462,705
Income & contributions
- Employer contributions
- $94,941,159
- Participant contributions
- $6,081,057
- Total contributions
- $101,022,216
- Total income / additions
- $267,605,457
Expenses & distributions
- Benefits paid
- $132,376,921
- Administrative expenses
- $8,429,490
- Total expenses
- $140,806,411
- Net increase / (decrease)
- $126,799,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intercontinental Real Estate Corp | NONE | $758,147 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | ADMINISTRATOR | $700,404 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $624,490 | $0 | 2023 |
| Chevy Chase Tust Company | NONE | $610,557 | not reported in the loaded dataset | 2023 |
| Post Advisory Group LLC | NONE | $552,862 | $0 | 2023 |
| Comerica Bank | NONE | $537,015 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management - Us | NONE | $497,091 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $486,540 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $393,191 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $385,087 | $0 | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $383,782 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Saindon, Murphy & We | NONE | $323,510 | not reported in the loaded dataset | 2023 |
| Columbia Asset Management | NONE | $299,173 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $207,602 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $180,840 | not reported in the loaded dataset | 2023 |
| Cigna Healthcare | NONE | $167,019 | $0 | 2023 |
| Chartwell Investment Partners | NONE | $148,116 | not reported in the loaded dataset | 2023 |
| Segal, Bryant & Hamill LLC | NONE | $96,718 | not reported in the loaded dataset | 2023 |
| Fred Alger & Company | NONE | $79,992 | $0 | 2023 |
| Calibre Cpa Group | NONE | $63,944 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial | NONE | $44,408 | not reported in the loaded dataset | 2023 |
| Eric Weiss | TRUSTEE | $20,490 | not reported in the loaded dataset | 2023 |
| Frank Stegman | TRUSTEE | $20,490 | not reported in the loaded dataset | 2023 |
| Raymond Howard | TRUSTEE | $20,490 | not reported in the loaded dataset | 2023 |
| Philip Giles | TRUSTEE | $20,490 | not reported in the loaded dataset | 2023 |
| Thomas Ratliff | TRUSTEE | $20,490 | not reported in the loaded dataset | 2023 |
| Forrest Harvey | TRUSTEE | $20,490 | not reported in the loaded dataset | 2023 |
| C.S. Mckee Invest | NONE | $17,914 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies | NONE | $15,177 | not reported in the loaded dataset | 2023 |
| John Gibson | TRUSTEE | $11,952 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Intercontinental Real Estate Corp — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- Chevy Chase Tust Company — Schedule C compensation
- Post Advisory Group LLC — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Rbc Global Asset Management - Us — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Mooney, Green, Saindon, Murphy & We — Schedule C compensation
- Columbia Asset Management — Schedule C compensation
- Cheiron — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Cigna Healthcare — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Segal, Bryant & Hamill LLC — Schedule C compensation
- Fred Alger & Company — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Horizon Actuarial — Schedule C compensation
- Eric Weiss — Schedule C compensation
- Frank Stegman — Schedule C compensation
- Raymond Howard — Schedule C compensation
- Philip Giles — Schedule C compensation
- Thomas Ratliff — Schedule C compensation
- Forrest Harvey — Schedule C compensation
- C.S. Mckee Invest — Schedule C compensation
- Pkf O'Connor Davies — Schedule C compensation
- John Gibson — Schedule C compensation