General Teamsters & Employers Trust Fund — Form 5500 plan (The Board Of Trustees Of General Teamsters & Employers 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, General Teamsters & Employers Trust Fund is a benefit plan reported by The Board Of Trustees Of General Teamsters & Employers Trust Fund under EIN 95-6060456 and plan number 501. The latest loaded filing year is 2023. The filing reports 64 participants and $4,557,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of General Teamsters & Employers Trust Fund
- EIN
- 95-6060456
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 64
- End-of-year plan assets
- $4,557,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64 | I, C | 20250220180200NAL0004343603001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,557,674
- Total liabilities (EOY)
- $131,731
- Net assets (EOY)
- $4,425,943
- Net assets (BOY)
- $4,882,353
Income & contributions
- Employer contributions
- $1,157,672
- Participant contributions
- $612
- Total income / additions
- $1,344,303
Expenses & distributions
- Benefits paid
- $1,394,224
- Total expenses
- $1,800,713
- Net increase / (decrease)
- -$456,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $187,087 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $65,200 | not reported in the loaded dataset | 2023 |
| Reich, Adell, Crost & Cvitan | NONE | $63,977 | not reported in the loaded dataset | 2023 |
| David Brody & Co. | NONE | $19,450 | not reported in the loaded dataset | 2023 |
| Union Bank Of California | NONE | $12,175 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Southwest Money Management | NONE | $6,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of General Teamsters & Employers Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Reich, Adell, Crost & Cvitan — Schedule C compensation
- David Brody & Co. — Schedule C compensation
- Union Bank Of California — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Southwest Money Management — Schedule C compensation