2023 Form 5500 filing — Local 177 Union 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 20241014121511NAL0013261587004) for Local 177 Union Pension Plan, reported by Dept Store Drivers Warehousemen Helpers Local 177 Union under EIN 51-0141542 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121511NAL0013261587004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Dept Store Drivers Warehousemen Helpers Local 177 Union
- EIN
- 51-0141542
- Plan number
- 001
- Location
- Hillside, NJ
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,798,246
- Total liabilities (EOY)
- $37,894
- Net assets (EOY)
- $12,760,352
- Employer contributions
- $636,000
- Total income / additions
- $2,581,208
- Benefits paid
- $1,207,132
- Administrative expenses
- $217,975
- Total expenses
- $1,425,107
- Net increase / (decrease)
- $1,156,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacy Braun Associates Inc | INVESTMENT ADVISOR | $84,642 | $0 |
| The Segal Company | ACTUARIAL CONSULTANT | $24,270 | not reported in the loaded dataset |
| Mspc | AUDITOR | $24,152 | not reported in the loaded dataset |
| Bank Of America Merrill Lynch | INVESMENT CUSTODIAN | $23,959 | not reported in the loaded dataset |
| Zazzali Fagella Nowak Kleinbaum | ATTORNEY | $12,000 | not reported in the loaded dataset |