Teamsters Miscellaneous Security Fund — Form 5500 plan (Board Of Trustees Teamsters Miscellaneous Security 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 Miscellaneous Security Fund is a benefit plan reported by Board Of Trustees Teamsters Miscellaneous Security Fund under EIN 95-6060502 and plan number 508. The latest loaded filing year is 2023. The filing reports 15,040 participants and $296,168,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Teamsters Miscellaneous Security Fund
- EIN
- 95-6060502
- Plan number
- 508
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 15,040
- End-of-year plan assets
- $296,168,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,040 | H, C | 20250220180201NAL0004343619002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $296,168,312
- Total liabilities (EOY)
- $20,670,193
- Net assets (EOY)
- $275,498,119
- Net assets (BOY)
- $245,412,925
Income & contributions
- Employer contributions
- $259,369,032
- Participant contributions
- $4,844,322
- Total contributions
- $264,213,354
- Total income / additions
- $272,643,040
Expenses & distributions
- Benefits paid
- $233,056,683
- Administrative expenses
- $9,501,163
- Total expenses
- $242,557,846
- Net increase / (decrease)
- $30,085,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $7,497,251 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $357,836 | not reported in the loaded dataset | 2023 |
| Liberty Dental Plan Of California | NONE | $334,169 | not reported in the loaded dataset | 2023 |
| Southwest Money Management, Inc | NONE | $210,302 | not reported in the loaded dataset | 2023 |
| A.F. Bubenas & Company | NONE | $164,100 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $157,928 | not reported in the loaded dataset | 2023 |
| Westcoast Mailers | NONE | $94,890 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford | NONE | $94,423 | not reported in the loaded dataset | 2023 |
| David Brody & Co. | NONE | $87,985 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $82,851 | not reported in the loaded dataset | 2023 |
| A J Longo & Associates | NONE | $53,471 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $43,800 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $26,257 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| American Specialty Health Network | NONE | $22,854 | not reported in the loaded dataset | 2023 |
| Direct Connection | NONE | $20,594 | not reported in the loaded dataset | 2023 |
| Behar Public Relations | NONE | $19,385 | not reported in the loaded dataset | 2023 |
| Reich, Adell & Cvitan | NONE | $13,202 | not reported in the loaded dataset | 2023 |
| American Health Holdings, Inc. | NONE | $9,993 | not reported in the loaded dataset | 2023 |
| Business & Banking Couriers | NONE | $6,379 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $5,489 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Teamsters Miscellaneous Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Northwest Administrators, Inc. — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Liberty Dental Plan Of California — Schedule C compensation
- Southwest Money Management, Inc — Schedule C compensation
- A.F. Bubenas & Company — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Westcoast Mailers — Schedule C compensation
- Wohlner Kaplon Cutler Halford — Schedule C compensation
- David Brody & Co. — Schedule C compensation
- Union Bank — Schedule C compensation
- A J Longo & Associates — Schedule C compensation
- Segal — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- American Specialty Health Network — Schedule C compensation
- Direct Connection — Schedule C compensation
- Behar Public Relations — Schedule C compensation
- Reich, Adell & Cvitan — Schedule C compensation
- American Health Holdings, Inc. — Schedule C compensation
- Business & Banking Couriers — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation