2023 Form 5500 filing — Pension Plan Of Local 464a
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730145215NAL0034591264001) for Pension Plan Of Local 464a, reported by Pension Plan Of Local 464a under EIN 22-6051600 and plan number 001. It reports 20,801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730145215NAL0034591264001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pension Plan Of Local 464a
- EIN
- 22-6051600
- Plan number
- 001
- Location
- Little Falls, NJ
- Participants
- 20,801
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,046,860,783
- Total liabilities (EOY)
- $402,841
- Net assets (EOY)
- $1,046,457,942
- Employer contributions
- $11,476,211
- Total income / additions
- $186,894,878
- Benefits paid
- $41,387,158
- Administrative expenses
- $4,680,338
- Total expenses
- $46,067,496
- Net increase / (decrease)
- $140,827,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Bank | NONE | $1,321,083 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc. | not reported in the loaded dataset | $930,627 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | not reported in the loaded dataset | $480,319 | not reported in the loaded dataset |
| Pnc Bank ,N.A. | not reported in the loaded dataset | $172,195 | not reported in the loaded dataset |
| Murphy Anderson Pllc | not reported in the loaded dataset | $114,083 | not reported in the loaded dataset |
| Health Plan Systems, Inc. | NONE | $95,865 | not reported in the loaded dataset |
| Rosenberg Rich Baker Berman | not reported in the loaded dataset | $75,980 | not reported in the loaded dataset |
| Umberto Mariconda | EMPLOYEE | $64,389 | not reported in the loaded dataset |
| Vincent Piscitelli | EMPLOYEE | $62,425 | not reported in the loaded dataset |
| Richard Melber | EMPLOYEE | $61,520 | not reported in the loaded dataset |
| Savasta & Co | not reported in the loaded dataset | $60,024 | not reported in the loaded dataset |
| Joanne Piscitelli | EMPLOYEE | $40,687 | not reported in the loaded dataset |
| Dina Altonjy | EMPLOYEE | $30,062 | not reported in the loaded dataset |
| Joseph Jewell | EMPLOYEE | $27,788 | not reported in the loaded dataset |
| Diane Botta | NONE | $24,716 | not reported in the loaded dataset |
| Wells Fargo Bank | not reported in the loaded dataset | $20,590 | not reported in the loaded dataset |
| Patricia Sabatini | EMPLOYEE | $16,917 | not reported in the loaded dataset |
| Stokes Investment Consulting LLC | INVESTMENT MANAGEMENT | $9,542 | not reported in the loaded dataset |