2023 Form 5500 filing — Local 422 Pension Trust Fund
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 20241005110007NAL0013545553001) for Local 422 Pension Trust Fund, reported by Board Of Trustees Local 422 Pension Trust Fund under EIN 34-1907614 and plan number 001. It reports 528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005110007NAL0013545553001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 422 Pension Trust Fund
- EIN
- 34-1907614
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,126,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,126,578
- Total income / additions
- $2,455,632
- Benefits paid
- $2,458,742
- Administrative expenses
- $160,892
- Total expenses
- $2,619,634
- Net increase / (decrease)
- -$164,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 400 Food Terminal Welfare Fnd | not reported in the loaded dataset | $33,383 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $30,829 | not reported in the loaded dataset |
| Andco Consulting | not reported in the loaded dataset | $21,600 | not reported in the loaded dataset |
| Keybank National Association | not reported in the loaded dataset | $13,256 | $0 |