Original filing (PDF)20250826164235NAL0004557747001

TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES

Name: TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES — TEAMSTERS LOCAL UNION 500 - SEVERANCE TRUST FUND, Form 5500 (2024)
Creator: TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

TEAMSTERS LOCAL UNION 500 - SEVERANCE TRUST FUND

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

938

Accounts w/ balance

1,793

Plan assets (EOY)

$69.1M

Net assets (EOY)

$68.9M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES.

Plan sponsor

Name

TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES

EIN

23-7376385

Address

20000 HORIZON WAY · SUITE 600 · MOUNT LAUREL, NJ · 080544321

Phone

(856) 291-8000

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

Welfare benefit codes

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BEACON ADMINISTRATORS & CONSULTANTS	83-1544721	—	NONE	$113K	—
NOVAK FRANCELLA, LLC	61-1436956	—	NONE	$43K	—
MORGAN STANLEY-GRAYSTONE CONSULTING	22-0033315	—	NONE	$40K	—
JOHN HANCOCK RETIREMENT PLAN SRVCS.	01-0233346	—	NONE	$21K	—
STEVENS & LEE PC	23-1886296	—	NONE	$20K	—
CLEARY, JOSEM & TRIGIANI LLP

Investments

2 pooled funds· $13.2M(19% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
JOHN HANCOCK SVF (CLASS R2) GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001	Common Collective Trust	$11.2M	16.2%
INTERCONT'L ENHANCED CORE US RE GLOBAL TRUST COMPANY · EIN 35-7161136 / PN 001	Common Collective Trust	$2.0M	2.8%

Related plans

Other plans using BEACON ADMINISTRATORS & CONSULTANTS

BOARD OF TRUSTEES UFCW LOCAL 23 & GIANT EAGLE PENSION FUND

UFCW LOCAL 23 & GIANT EAGLE PENSION FUND

$79.9M · 2,199 participants

BOARD OF TRUSTEES OF THE MARBLE,TILE AND TERRAZZO

MARBLE, TILE, AND TERRAZZO WORKERS PENSION FUND

$36.8M · 298 participants

EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT

EMPLOYER LOCAL NO. 375 PENSION PLAN

$21.5M

LOCAL 837 PENSION PLAN BOARD OF TRUSTEES

LOCAL 837 PENSION PLAN

$20.5M · 84 participants