2023 Form 5500 filing — District 65 Pension Plan
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 20240827110006NAL0006041827002) for District 65 Pension Plan, reported by Board Of Trustees Of The District 65 Pension Plan under EIN 13-6600145 and plan number 001. It reports 4,536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827110006NAL0006041827002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The District 65 Pension Plan
- EIN
- 13-6600145
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 4,536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,111,707
- Total liabilities (EOY)
- $869,288
- Net assets (EOY)
- $1,242,419
- Total income / additions
- $10,319,700
- Benefits paid
- $10,007,750
- Administrative expenses
- $270,765
- Total expenses
- $10,278,515
- Net increase / (decrease)
- $41,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E.Shaffer & Co | NONE | $180,055 | not reported in the loaded dataset |
| Baratz & Associates, P.A. | NONE | $15,500 | not reported in the loaded dataset |
| Larry Magarik, Esq | NONE | $12,245 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc | NONE | $11,160 | not reported in the loaded dataset |