2023 Form 5500 filing — Management-Labor Pension Fund Local 1730 Ila
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 20240912141432NAL0005226499001) for Management-Labor Pension Fund Local 1730 Ila, reported by Management-Labor Pension Fund Local 1730 Ila under EIN 13-6086163 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912141432NAL0005226499001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Management-Labor Pension Fund Local 1730 Ila
- EIN
- 13-6086163
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,104,446
- Total liabilities (EOY)
- $45,350
- Net assets (EOY)
- $64,059,096
- Employer contributions
- $87,811
- Total income / additions
- $5,016,278
- Benefits paid
- $3,064,708
- Administrative expenses
- $284,300
- Total expenses
- $3,349,008
- Net increase / (decrease)
- $1,667,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $64,825 | not reported in the loaded dataset |
| Mspc | NONE | $52,264 | not reported in the loaded dataset |
| I.E. Shaffer & Co. | NONE | $37,980 | not reported in the loaded dataset |
| David New, P.C. | ATTY FOR LOCAL 1730 | $28,704 | not reported in the loaded dataset |
| Quan-Vest Consultants, Inc. | NONE | $24,000 | not reported in the loaded dataset |
| Loomis & Sayles | NONE | $20,615 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $17,849 | $0 |