2023 Form 5500 filing — Local 840 I. B. Of T. 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 20241012154350NAL0024690785001) for Local 840 I. B. Of T. Pension Fund, reported by Board Of Trustees Of Local 840 I. B. Of T. Pension Fund under EIN 13-6304568 and plan number 001. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012154350NAL0024690785001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 840 I. B. Of T. Pension Fund
- EIN
- 13-6304568
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,765,128
- Total liabilities (EOY)
- $29,964
- Net assets (EOY)
- $22,735,164
- Employer contributions
- $1,937,916
- Total income / additions
- $5,014,104
- Benefits paid
- $1,227,925
- Administrative expenses
- $279,729
- Total expenses
- $1,507,654
- Net increase / (decrease)
- $3,506,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Teamster Fund | NONE | $81,677 | not reported in the loaded dataset |
| O'Sullivan Associates Inc. | NONE | $45,653 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $30,225 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $19,000 | not reported in the loaded dataset |
| Cary Kane Llp | NONE | $17,430 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $11,355 | not reported in the loaded dataset |
| Automatic Data Processing | NONE | $7,663 | not reported in the loaded dataset |