2023 Form 5500 filing — Ehs - Local 153 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 20241008094805NAL0016416289001) for Ehs - Local 153 Pension Plan, reported by Bd. Of Trustees, Amended & Restated Hip-Local 153 Pension Plan under EIN 13-2869312 and plan number 002. It reports 1,000 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094805NAL0016416289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bd. Of Trustees, Amended & Restated Hip-Local 153 Pension Plan
- EIN
- 13-2869312
- Plan number
- 002
- Location
- New York, NY
- Participants
- 1,000
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,716,796
- Total liabilities (EOY)
- $382,706
- Net assets (EOY)
- $111,334,090
- Employer contributions
- $4,288,932
- Total income / additions
- $16,583,310
- Benefits paid
- $8,854,756
- Administrative expenses
- $1,819,501
- Total expenses
- $10,674,257
- Net increase / (decrease)
- $5,909,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agilis Partners LLC | NONE | $580,819 | not reported in the loaded dataset |
| Legal & General | NONE | $215,697 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $109,540 | $0 |
| Bdo Usa, P.C. | NONE | $65,035 | not reported in the loaded dataset |
| Pitta & Giblin | NONE | $61,563 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $38,000 | not reported in the loaded dataset |