2023 Form 5500 filing — Local 153 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 20241012112134NAL0023402097002) for Local 153 Pension Fund, reported by Joint Board Of Trustees Of Local 153 Pension Fund under EIN 13-2864289 and plan number 001. It reports 10,052 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012112134NAL0023402097002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Local 153 Pension Fund
- EIN
- 13-2864289
- Plan number
- 001
- Location
- New York, NY
- Participants
- 10,052
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,997,264
- Total liabilities (EOY)
- $871,394
- Net assets (EOY)
- $138,125,870
- Employer contributions
- $7,377,778
- Total income / additions
- $21,231,394
- Benefits paid
- $30,020,509
- Administrative expenses
- $1,735,961
- Total expenses
- $31,756,470
- Net increase / (decrease)
- -$10,525,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marshall & Moss Llp | NONE | $234,288 | not reported in the loaded dataset |
| The Segal Company | NONE | $156,661 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $112,308 | not reported in the loaded dataset |
| Quan-Vest Investment Advisors | NONE | $90,000 | not reported in the loaded dataset |
| Jasmin A Estevez | EMPLOYEE | $84,227 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $66,997 | not reported in the loaded dataset |
| Fusco-Gallagher Porcaro Munroe Llp | NONE | $64,352 | not reported in the loaded dataset |
| Bernadette Smith | EMPLOYEE | $60,402 | not reported in the loaded dataset |
| Newtown Investment Corporation | NONE | $43,327 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $32,000 | not reported in the loaded dataset |
| Eileen Dupont | EMPLOYEE | $29,712 | not reported in the loaded dataset |