2023 Form 5500 filing — Local 463 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 20241015130332NAL0014681747001) for Local 463 Pension Fund, reported by Local 463 Pension Fund Board Of Trustees under EIN 11-1800729 and plan number 001. It reports 1,148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130332NAL0014681747001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 463 Pension Fund Board Of Trustees
- EIN
- 11-1800729
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 1,148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,448,800
- Total liabilities (EOY)
- $209,711
- Net assets (EOY)
- $87,239,089
- Employer contributions
- $342,198
- Total income / additions
- $13,318,990
- Benefits paid
- $5,523,397
- Administrative expenses
- $640,238
- Total expenses
- $6,163,635
- Net increase / (decrease)
- $7,155,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwa Iue-Cwa Local 464-81463 | ALLOCATED PR & EXPENSES | $77,324 | not reported in the loaded dataset |
| Cheiron, Inc. | ACTUARY | $66,808 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT ADVISOR | $65,564 | not reported in the loaded dataset |
| Innovation Software Systems Inc | DATA PROCESSING | $44,526 | not reported in the loaded dataset |
| Fidelity Investment | INVESTMENT CUSTODIAN | $34,495 | $0 |
| Rogoff & Company, Pc | ACCOUNTANT | $34,000 | not reported in the loaded dataset |
| Fisher Broyles Llp | ATTORNEY | $31,737 | not reported in the loaded dataset |
| Barings Cit | INVESTMENT ADVISOR | $31,437 | $0 |
| Amalgamated Bank Of New York | INVESTMENT CUSTODIAN | $26,530 | not reported in the loaded dataset |
| Aberdeen Standard Investment Inc. | INVESTMENT CUSTODIAN | $23,925 | not reported in the loaded dataset |
| Cohen, Weiss & Simon Llp | ATTORNEY | $17,342 | not reported in the loaded dataset |
| Buchbinder Tunick & Company LLC | CYBER SECURITY | $12,000 | $0 |
| Blankrome | ATTORNEY | $6,216 | not reported in the loaded dataset |