Indiana Teamsters Defined Contribution Plan — Form 5500 plan (The Board Of Trustees Of The Indiana Teamsters Defined Contribution Pl)

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, Indiana Teamsters Defined Contribution Plan is a benefit plan reported by The Board Of Trustees Of The Indiana Teamsters Defined Contribution Pl under EIN 88-2227956 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,909 participants and $2,456,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Board Of Trustees Of The Indiana Teamsters Defined Contribution Pl
EIN
88-2227956
Plan number
001
Plan type
1
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,909
End-of-year plan assets
$2,456,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,909H, C20250108071225NAL0017308384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,456,030
Total liabilities (EOY)
$32,866
Net assets (EOY)
$2,423,164
Net assets (BOY)
$880,390

Income & contributions

Employer contributions
$1,555,495
Participant contributions
$0
Total contributions
$1,555,495
Total income / additions
$1,819,173

Expenses & distributions

Benefits paid
$118,754
Administrative expenses
$157,645
Total expenses
$276,399
Net increase / (decrease)
$1,542,774

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AscensusRECORD KEEPING SERVICES$66,220not reported in the loaded dataset2023
Ledbetter Parisi LLCPROFESSIONAL FEES$17,726not reported in the loaded dataset2023
Alatek LLCCOMPUTER AND INTERNET$17,430not reported in the loaded dataset2023
Pile Cpa'SPROFESSIONAL FEES$14,500not reported in the loaded dataset2023
Teamsters Local Union No. 135PROFESSIONAL FEES$7,698not reported in the loaded dataset2023
Hunter BenefitsPROFESSIONAL FEES$4,875not reported in the loaded dataset2023

Related Form 5500 pages