2023 Form 5500 filing — Local 147 Construction Workers Retirement 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 20241010111709NAL0009941443002) for Local 147 Construction Workers Retirement Plan, reported by Local 147 Construction Workers Retirement Plan under EIN 13-6528181 and plan number 001. It reports 1,507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111709NAL0009941443002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 147 Construction Workers Retirement Plan
- EIN
- 13-6528181
- Plan number
- 001
- Location
- Hopatcong, NJ
- Participants
- 1,507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $172,296,797
- Total liabilities (EOY)
- $515,604
- Net assets (EOY)
- $171,781,193
- Employer contributions
- $1,512,492
- Total income / additions
- $18,123,813
- Benefits paid
- $7,980,815
- Administrative expenses
- $695,437
- Total expenses
- $8,676,252
- Net increase / (decrease)
- $9,447,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci Associated | ADMINISTRATOR | $97,200 | not reported in the loaded dataset |
| Investment Consulting Services, LLC | INVESTMENT ADVISOR | $91,840 | not reported in the loaded dataset |
| Macquarie | INVESTMENT MANAGER | $77,699 | $0 |
| Ryan Labs Asset Management | INVESTMENT MANAGER | $76,644 | not reported in the loaded dataset |
| Milliman, Inc | ACTUARIAL CONSULTANT | $60,000 | not reported in the loaded dataset |
| Congress Asset Management | INVESTMENT MANAGER | $41,974 | $0 |
| Seix Investment Advisors LLC | INVESTMENT MANAGER | $38,631 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $31,756 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | INVESTMENT MANAGER | $27,274 | not reported in the loaded dataset |
| Mspc, Cpa'S And Advisors, P.C. | AUDITORS | $25,000 | not reported in the loaded dataset |
| Manning And Russo, LLC | ATTORNEY | $24,000 | not reported in the loaded dataset |