2023 Form 5500 filing — Local 447 Pension Fund

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 20241011155753NAL0011151123001) for Local 447 Pension Fund, reported by Local 447 Pension Fund Board Of Trustees under EIN 13-6121590 and plan number 001. It reports 971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)-$30.6MReported net assets-$30,578,221

Participants971

Provider compensation$138.8K4 Schedule C row(s)$138,782

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011155753NAL0011151123001
Plan sponsor: Local 447 Pension Fund Board Of Trustees
EIN: 13-6121590
Plan number: 001
Location: New York, NY
Received date: not reported in the loaded dataset

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1M total assets

Net assets-$30.6MLiabilities$31.6M

Money in vs. money out

Total income / additions$45.8K

Total expenses$5.7M

Benefits paid / distributions$3.4M

Contributions

Employer$45.8K

ParticipantNot reported

Full reported line items

Total assets (EOY): $1,024,571
Total liabilities (EOY): $31,602,792
Net assets (EOY): -$30,578,221
Employer contributions: $45,764
Total income / additions: $45,764
Benefits paid: $3,372,937
Administrative expenses: $206,892
Total expenses: $5,674,691
Net increase / (decrease): -$5,628,927

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
Provider	Service	Direct comp.	Indirect comp.
Gcc-Ibt Local 1l	ALLOCATED PAYROLL & EXP	$88,470	not reported in the loaded dataset
Rogoff & Co	NONE	$25,000	not reported in the loaded dataset
First Actuarial Cosultants	NONE	$18,695	not reported in the loaded dataset
Amalithone Realty	ALLOCATED RENT	$6,617	not reported in the loaded dataset