401k Plan data: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. plan

EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 401k Plan overview

Plan Name	EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.
Plan identification number	003

EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

INT'L BROTHERHOOD OF TEAMSTERS LOCAL UNION 743 has sponsored the creation of one or more 401k plans.

Company Name: INT'L BROTHERHOOD OF TEAMSTERS LOCAL UNION 743

Employer identification number (EIN): 361757834

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 DEBRA SIMMONS-PETERSON 2024-10-02 DEBRA SIMMONS-PETERSON 2024-10-02
003 2022-01-01 DEBRA SIMMONS-PETERSON 2023-10-02 DEBRA SIMMONS-PETERSON 2023-10-02
003 2021-01-01 DEBRA SIMMONS-PETERSON 2022-10-04 DEBRA SIMMONS-PETERSON 2022-10-04
003 2020-01-01 DEBRA SIMMONS-PETERSON 2021-09-30
003 2019-01-01 DEBRA SIMMONS-PETERSON 2020-10-06
003 2018-01-01 DEBRA SIMMONS-PETERSON 2019-09-23
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 DEBRA SIMMONS
003 2013-01-01 DEBRA SIMMONS
003 2012-01-01 DONNIE VON MOORE
003 2011-01-01 DONNIE VON MOORE
003 2009-01-01 LARRY DAVIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	DEBRA SIMMONS-PETERSON	2024-10-02	DEBRA SIMMONS-PETERSON	2024-10-02
003	2022-01-01	DEBRA SIMMONS-PETERSON	2023-10-02	DEBRA SIMMONS-PETERSON	2023-10-02
003	2021-01-01	DEBRA SIMMONS-PETERSON	2022-10-04	DEBRA SIMMONS-PETERSON	2022-10-04
003	2020-01-01	DEBRA SIMMONS-PETERSON	2021-09-30
003	2019-01-01	DEBRA SIMMONS-PETERSON	2020-10-06
003	2018-01-01	DEBRA SIMMONS-PETERSON	2019-09-23
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	DEBRA SIMMONS
003	2013-01-01	DEBRA SIMMONS
003	2012-01-01	DONNIE VON MOORE
003	2011-01-01	DONNIE VON MOORE
003	2009-01-01	LARRY DAVIS

Financial Data on EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.

Measure	Date	Value
2023 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2023 401k financial data
Total income from all sources	2023-12-31	$826,011
Expenses. Total of all expenses incurred	2023-12-31	$227,446
Benefits paid (including direct rollovers)	2023-12-31	$187,936
Total plan assets at end of year	2023-12-31	$3,185,582
Total plan assets at beginning of year	2023-12-31	$2,587,017
Value of fidelity bond covering the plan	2023-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$7,138
Other income received	2023-12-31	$418,811
Net income (gross income less expenses)	2023-12-31	$598,565
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,185,582
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,587,017
Total contributions received or receivable from employer(s)	2023-12-31	$407,200
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$32,372
2022 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2022 401k financial data
Total income from all sources	2022-12-31	$-366,741
Expenses. Total of all expenses incurred	2022-12-31	$1,859,434
Benefits paid (including direct rollovers)	2022-12-31	$1,805,756
Total plan assets at end of year	2022-12-31	$2,587,017
Total plan assets at beginning of year	2022-12-31	$4,813,192
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$6,273
Other income received	2022-12-31	$-623,741
Net income (gross income less expenses)	2022-12-31	$-2,226,175
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,587,017
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,813,192
Total contributions received or receivable from employer(s)	2022-12-31	$257,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$47,405
2021 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2021 401k financial data
Total income from all sources	2021-12-31	$984,190
Expenses. Total of all expenses incurred	2021-12-31	$249,562
Benefits paid (including direct rollovers)	2021-12-31	$209,932
Total plan assets at end of year	2021-12-31	$4,813,192
Total plan assets at beginning of year	2021-12-31	$4,078,564
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$6,228
Other income received	2021-12-31	$834,190
Net income (gross income less expenses)	2021-12-31	$734,628
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,813,192
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,078,564
Total contributions received or receivable from employer(s)	2021-12-31	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$33,402
2020 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$23,840
Total income from all sources	2020-12-31	$634,246
Expenses. Total of all expenses incurred	2020-12-31	$433,222
Benefits paid (including direct rollovers)	2020-12-31	$393,623
Total plan assets at end of year	2020-12-31	$4,078,564
Total plan assets at beginning of year	2020-12-31	$3,901,380
Value of fidelity bond covering the plan	2020-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$6,827
Other income received	2020-12-31	$634,246
Net income (gross income less expenses)	2020-12-31	$201,024
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,078,564
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,877,540
Total contributions received or receivable from employer(s)	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$32,772
2019 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$23,840
Total income from all sources	2019-12-31	$953,622
Expenses. Total of all expenses incurred	2019-12-31	$341,043
Benefits paid (including direct rollovers)	2019-12-31	$259,315
Total plan assets at end of year	2019-12-31	$3,901,380
Total plan assets at beginning of year	2019-12-31	$3,264,961
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$6,195
Contributions received from other sources (not participants or employers)	2019-12-31	$7,159
Other income received	2019-12-31	$753,663
Net income (gross income less expenses)	2019-12-31	$612,579
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,877,540
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,264,961
Total contributions received or receivable from employer(s)	2019-12-31	$192,800
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$75,533
2018 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2018 401k financial data
Total income from all sources	2018-12-31	$122,493
Expenses. Total of all expenses incurred	2018-12-31	$637,197
Benefits paid (including direct rollovers)	2018-12-31	$627,378
Total plan assets at end of year	2018-12-31	$3,264,961
Total plan assets at beginning of year	2018-12-31	$3,779,665
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$22,617
Net income (gross income less expenses)	2018-12-31	$-514,704
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,264,961
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,779,665
Total contributions received or receivable from employer(s)	2018-12-31	$99,876
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,819
2017 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$5,756
Total income from all sources	2017-12-31	$497,494
Expenses. Total of all expenses incurred	2017-12-31	$566,320
Benefits paid (including direct rollovers)	2017-12-31	$557,780
Total plan assets at end of year	2017-12-31	$3,779,665
Total plan assets at beginning of year	2017-12-31	$3,854,247
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$463,468
Net income (gross income less expenses)	2017-12-31	$-68,826
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,779,665
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,848,491
Total contributions received or receivable from employer(s)	2017-12-31	$34,026
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,540
2016 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$5,756
Total plan liabilities at beginning of year	2016-12-31	$16,628
Total income from all sources	2016-12-31	$314,487
Expenses. Total of all expenses incurred	2016-12-31	$329,922
Benefits paid (including direct rollovers)	2016-12-31	$316,943
Total plan assets at end of year	2016-12-31	$3,854,247
Total plan assets at beginning of year	2016-12-31	$3,880,554
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,440
Other income received	2016-12-31	$220,392
Net income (gross income less expenses)	2016-12-31	$-15,435
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,848,491
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,863,926
Total contributions received or receivable from employer(s)	2016-12-31	$94,095
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,539
2015 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$16,628
Total plan liabilities at beginning of year	2015-12-31	$5,756
Total income from all sources	2015-12-31	$150,731
Expenses. Total of all expenses incurred	2015-12-31	$348,055
Benefits paid (including direct rollovers)	2015-12-31	$282,960
Total plan assets at end of year	2015-12-31	$3,880,554
Total plan assets at beginning of year	2015-12-31	$4,067,006
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$30,608
Other income received	2015-12-31	$90,731
Net income (gross income less expenses)	2015-12-31	$-197,324
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,863,926
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,061,250
Total contributions received or receivable from employer(s)	2015-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$34,487
2014 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$5,756
Total plan liabilities at beginning of year	2014-12-31	$2,221
Total income from all sources	2014-12-31	$394,917
Expenses. Total of all expenses incurred	2014-12-31	$1,358,396
Benefits paid (including direct rollovers)	2014-12-31	$1,312,057
Total plan assets at end of year	2014-12-31	$4,067,006
Total plan assets at beginning of year	2014-12-31	$5,026,950
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$11,820
Other income received	2014-12-31	$342,488
Net income (gross income less expenses)	2014-12-31	$-963,479
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,061,250
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,024,729
Total contributions received or receivable from employer(s)	2014-12-31	$52,429
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$34,519
2013 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$2,221
Total plan liabilities at beginning of year	2013-12-31	$2,221
Total income from all sources	2013-12-31	$814,659
Expenses. Total of all expenses incurred	2013-12-31	$324,154
Benefits paid (including direct rollovers)	2013-12-31	$309,071
Total plan assets at end of year	2013-12-31	$5,026,950
Total plan assets at beginning of year	2013-12-31	$4,536,445
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,777
Other income received	2013-12-31	$709,659
Net income (gross income less expenses)	2013-12-31	$490,505
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,024,729
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,534,224
Total contributions received or receivable from employer(s)	2013-12-31	$105,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,306
2012 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$2,221
Total plan liabilities at beginning of year	2012-12-31	$7,497
Total income from all sources	2012-12-31	$547,157
Expenses. Total of all expenses incurred	2012-12-31	$367,812
Benefits paid (including direct rollovers)	2012-12-31	$326,712
Total plan assets at end of year	2012-12-31	$4,536,445
Total plan assets at beginning of year	2012-12-31	$4,362,376
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$13,504
Other income received	2012-12-31	$464,960
Net income (gross income less expenses)	2012-12-31	$179,345
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,534,224
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,354,879
Total contributions received or receivable from employer(s)	2012-12-31	$82,197
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$27,596
2011 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$7,497
Total plan liabilities at beginning of year	2011-12-31	$2,124
Total income from all sources	2011-12-31	$81,775
Expenses. Total of all expenses incurred	2011-12-31	$469,704
Benefits paid (including direct rollovers)	2011-12-31	$379,677
Total plan assets at end of year	2011-12-31	$4,362,376
Total plan assets at beginning of year	2011-12-31	$4,744,932
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$20,916
Other income received	2011-12-31	$81,775
Net income (gross income less expenses)	2011-12-31	$-387,929
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,354,879
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,742,808
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$69,111
2010 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$2,124
Total plan liabilities at beginning of year	2010-12-31	$17,470
Total income from all sources	2010-12-31	$529,771
Expenses. Total of all expenses incurred	2010-12-31	$694,809
Benefits paid (including direct rollovers)	2010-12-31	$610,743
Total plan assets at end of year	2010-12-31	$4,744,932
Total plan assets at beginning of year	2010-12-31	$4,925,316
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$84,066
Other income received	2010-12-31	$529,771
Net income (gross income less expenses)	2010-12-31	$-165,038
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,742,808
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,907,846

Form 5500 Responses for EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.

2023: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INT'L BROTHERHOOD OF TEAMSTERS LOCAL UNION 743
Employer identification number (EIN):	361757834
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations