2023 Form 5500 filing — Local 138 Pension Trust 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 20241015105544NAL0029319793001) for Local 138 Pension Trust Fund, reported by Board Of Trustees Of Local 138 Pension Trust Fund under EIN 11-6170655 and plan number 001. It reports 1,644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105544NAL0029319793001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 138 Pension Trust Fund
- EIN
- 11-6170655
- Plan number
- 001
- Location
- Baldwin, NY
- Participants
- 1,644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,897,312
- Total liabilities (EOY)
- $63,895
- Net assets (EOY)
- $115,833,417
- Employer contributions
- $394,663
- Total income / additions
- $7,026,060
- Benefits paid
- $6,933,071
- Administrative expenses
- $639,282
- Total expenses
- $7,572,353
- Net increase / (decrease)
- -$546,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $168,867 | $0 |
| Doris Echeguren | EMPLOYEE | $97,080 | not reported in the loaded dataset |
| O'Sullivan Associates, Inc. | NONE | $52,200 | not reported in the loaded dataset |
| Kellianne Mcinnis | EMPLOYEE | $47,116 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $45,767 | not reported in the loaded dataset |
| Cary Kane, Pllc | LEGAL COUNSEL | $24,750 | not reported in the loaded dataset |