2023 Form 5500 filing — Bac Local #5 New York 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 20241010170054NAL0021485713001) for Bac Local #5 New York Pension Plan, reported by Bac Local #5 New York Pension Plan under EIN 14-6016608 and plan number 001. It reports 744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010170054NAL0021485713001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bac Local #5 New York Pension Plan
- EIN
- 14-6016608
- Plan number
- 001
- Location
- Rego Park, NY
- Participants
- 744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,581,364
- Total liabilities (EOY)
- $378,547
- Net assets (EOY)
- $64,202,817
- Employer contributions
- $725,709
- Total income / additions
- $8,289,437
- Benefits paid
- $5,232,892
- Administrative expenses
- $556,465
- Total expenses
- $5,789,357
- Net increase / (decrease)
- $2,500,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $157,560 | $0 |
| The Segal Company (Eastern States), | NONE | $117,185 | not reported in the loaded dataset |
| Columbia | NONE | $93,911 | not reported in the loaded dataset |
| Pension And Annuity Plan Of Brickla | NONE | $42,017 | not reported in the loaded dataset |
| Teal, Becker, & Chiaramonte Cpas Pc | NONE | $37,350 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $9,385 | not reported in the loaded dataset |
| Robeco/Boston Partners | NONE | $5,549 | not reported in the loaded dataset |