2023 Form 5500 filing — Excavators Union Local 731 Fund Employees 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 20241008160011NAL0034367042001) for Excavators Union Local 731 Fund Employees Pension Plan, reported by Excavators Union Local 731 Pen.Fun Employees Pension Plan under EIN 13-6136002 and plan number 001. It reports 77 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008160011NAL0034367042001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Excavators Union Local 731 Pen.Fun Employees Pension Plan
- EIN
- 13-6136002
- Plan number
- 001
- Location
- Astoria, NY
- Participants
- 77
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,261,948
- Total liabilities (EOY)
- $7,500
- Net assets (EOY)
- $26,254,448
- Total income / additions
- $2,897,245
- Benefits paid
- $1,021,584
- Administrative expenses
- $234,851
- Total expenses
- $1,263,827
- Net increase / (decrease)
- $1,633,418
- Schedule source
- Schedule I