Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund — Form 5500 plan (Employer - Teamsters Local Nos 175&505 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, Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund is a benefit plan reported by Employer - Teamsters Local Nos 175&505 Pension Trust Fund under EIN 55-6021850 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,199 participants and $419,924,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employer - Teamsters Local Nos 175&505 Pension Trust Fund
- EIN
- 55-6021850
- Plan number
- 001
- Plan type
- 1
- Location
- South Charleston, WV
- Latest filing year
- 2023
- Participants
- 5,199
- End-of-year plan assets
- $419,924,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,199 | H, C | 20241016133316NAL0015855875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $419,924,670
- Total liabilities (EOY)
- $338,171
- Net assets (EOY)
- $419,586,499
- Net assets (BOY)
- $385,833,416
Income & contributions
- Employer contributions
- $29,154,105
- Total contributions
- $29,154,105
- Total income / additions
- $68,828,528
Expenses & distributions
- Benefits paid
- $32,938,153
- Administrative expenses
- $2,137,292
- Total expenses
- $35,075,445
- Net increase / (decrease)
- $33,753,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intercontinental | NONE | $261,895 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $226,055 | not reported in the loaded dataset | 2023 |
| Manning & Napier | NONE | $205,915 | not reported in the loaded dataset | 2023 |
| United National Bank | NONE | $158,324 | not reported in the loaded dataset | 2023 |
| American Core Realty Fund LLC | NONE | $120,685 | not reported in the loaded dataset | 2023 |
| Cs Mckee Lp | NONE | $108,052 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Cherion | NONE | $74,032 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company, Ac | NONE | $57,201 | not reported in the loaded dataset | 2023 |
| Ciccarello, Del Giudice & Lafon | NONE | $27,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employer - Teamsters Local Nos 175&505 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in South Charleston, WV
- Intercontinental — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Manning & Napier — Schedule C compensation
- United National Bank — Schedule C compensation
- American Core Realty Fund LLC — Schedule C compensation
- Cs Mckee Lp — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Cherion — Schedule C compensation
- Harris, Hardin & Company, Ac — Schedule C compensation
- Ciccarello, Del Giudice & Lafon — Schedule C compensation