2023 Form 5500 filing — Local 153-Ghi 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 20241008095257NAL0017371969001) for Local 153-Ghi Pension Plan, reported by Trustees Of Local 153- Ghi Pension Plan under EIN 27-2148632 and plan number 001. It reports 1,961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008095257NAL0017371969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Local 153- Ghi Pension Plan
- EIN
- 27-2148632
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,961
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $251,529,544
- Total liabilities (EOY)
- $1,888,344
- Net assets (EOY)
- $249,641,200
- Employer contributions
- $7,548,876
- Total income / additions
- $31,912,274
- Benefits paid
- $17,627,572
- Administrative expenses
- $3,111,944
- Total expenses
- $20,739,516
- Net increase / (decrease)
- $11,172,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agilis Partners LLC | NONE | $796,116 | not reported in the loaded dataset |
| Legal And General | NONE | $522,058 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $128,477 | $0 |
| Pitta & Giblin | NONE | $92,558 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $50,000 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $47,852 | not reported in the loaded dataset |