2023 Form 5500 filing — Local 18 International Union Of Police & Protection Employees - Isopgu 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 20241015144637NAL0016661523001) for Local 18 International Union Of Police & Protection Employees - Isopgu Pension Fund, reported by Board Of Trustees Local 18 Pension Fund under EIN 13-6266867 and plan number 004. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.4MReported net assets$3,422,057
Participants396
Provider compensation$144.6K9 Schedule C row(s)$144,640
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015144637NAL0016661523001
- Plan sponsor
- Board Of Trustees Local 18 Pension Fund
- EIN
- 13-6266867
- Plan number
- 004
- Location
- Orlando, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.5M total assets
Net assets$3.4MLiabilities$64.1K
Full reported line items
- Total assets (EOY)
- $3,486,109
- Total liabilities (EOY)
- $64,052
- Net assets (EOY)
- $3,422,057
- Total income / additions
- $447,509
- Benefits paid
- $269,539
- Administrative expenses
- $182,724
- Total expenses
- $452,263
- Net increase / (decrease)
- -$4,754
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Madison Consulting Group | CONTRACT ADMINISTRATOR | $28,000 | not reported in the loaded dataset |
| Milliman, Inc. | ACTUARY | $24,576 | not reported in the loaded dataset |
| Mogila Law Group LLC | LEGAL | $18,000 | not reported in the loaded dataset |
| Fuiman Mogila, Llp | LEGAL | $18,000 | not reported in the loaded dataset |
| Gamco Asset Management, Inc. | INVESTMENT MANAGER | $17,678 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $17,500 | not reported in the loaded dataset |
| Cadaret, Grant & Company | INVESTMENT ADVISOR | $8,386 | $0 |
| Us Bank | INVESTMENT CUSTODIAN | $6,250 | $0 |
| Raymond Aquilino | TRUSTEE | $6,250 | not reported in the loaded dataset |