2023 Form 5500 filing — Building Material Drivers Local 436 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 20241015150012NAL0030067809014) for Building Material Drivers Local 436 Pension Fund, reported by Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund under EIN 34-6665225 and plan number 001. It reports 1,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150012NAL0030067809014
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund
- EIN
- 34-6665225
- Plan number
- 001
- Location
- Valley View, OH
- Participants
- 1,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,751,618
- Total liabilities (EOY)
- $242,101
- Net assets (EOY)
- $113,509,517
- Employer contributions
- $1,773,238
- Total income / additions
- $9,272,409
- Benefits paid
- $8,501,494
- Administrative expenses
- $934,574
- Total expenses
- $9,436,068
- Net increase / (decrease)
- -$163,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 436 Health & Welfare Plan | BENEFIT FUND | $262,933 | not reported in the loaded dataset |
| Cheiron Inc | ACTUARY | $225,336 | not reported in the loaded dataset |
| Zenith American Solutions | THIRD PARTY ADMINISTRATOR | $173,400 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $54,173 | not reported in the loaded dataset |
| Mariner (Fka Andco) | INVESTMENT CONSULTANT | $40,417 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $40,005 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips | ATTORNEY | $26,621 | not reported in the loaded dataset |
| Keybank | TRUSTEE / CUSTODIAN | $21,284 | not reported in the loaded dataset |
| Margo Jerome, Cpa | ACCOUNTANT | $8,472 | not reported in the loaded dataset |
| Invesco National Trust Company | INVESTMENT MANAGER | $6,743 | $0 |