2023 Form 5500 filing — Local 305 Cio 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 20241014080157NAL0026787377001) for Local 305 Cio Pension Fund, reported by Joint Board Of Trustees Local 305 Cio Pe under EIN 13-2864446 and plan number 001. It reports 876 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080157NAL0026787377001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Local 305 Cio Pe
- EIN
- 13-2864446
- Plan number
- 001
- Location
- Mineola, NY
- Participants
- 876
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,073,884
- Total liabilities (EOY)
- $14,120
- Net assets (EOY)
- $38,059,764
- Employer contributions
- $63,732
- Total income / additions
- $37,040,186
- Benefits paid
- $1,915,266
- Administrative expenses
- $200,018
- Total expenses
- $2,115,284
- Net increase / (decrease)
- $34,924,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Friedman & Anspach | NONE | $64,125 | not reported in the loaded dataset |
| Summit Actuarial Services, LLC | NONE | $34,883 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,220 | $0 |