Teamsters Local Union No 572 Retirement Benefit Pl — Form 5500 plan (Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla)
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 Union No 572 Retirement Benefit Pl is a benefit plan reported by Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla under EIN 95-6983367 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,894 participants and $4,714,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla
- EIN
- 95-6983367
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 7,894
- End-of-year plan assets
- $4,714,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,894 | H, C | 20250410133817NAL0011784515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,714,838
- Total liabilities (EOY)
- $117,499
- Net assets (EOY)
- $4,597,339
- Net assets (BOY)
- $4,242,393
Income & contributions
- Employer contributions
- $357,176
- Total contributions
- $357,176
- Total income / additions
- $564,316
Expenses & distributions
- Benefits paid
- $101,754
- Administrative expenses
- $107,616
- Total expenses
- $209,370
- Net increase / (decrease)
- $354,946
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Program Administration | NONE | $44,110 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford | NONE | $17,820 | not reported in the loaded dataset | 2023 |
| Southwest Money Management, Inc | NONE | $10,382 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc | NONE | $9,150 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Program Administration — Schedule C compensation
- Wohlner Kaplon Cutler Halford — Schedule C compensation
- Southwest Money Management, Inc — Schedule C compensation
- Henningfield & Associates, Inc — Schedule C compensation
- Rael & Letson — Schedule C compensation