2023 Form 5500 filing — Local 74 Uswu 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 20241015175624NAL0029317889004) for Local 74 Uswu Pension Fund, reported by Board Of Trustees Local 74 Uswu Pension Fund under EIN 27-1247066 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175624NAL0029317889004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 74 Uswu Pension Fund
- EIN
- 27-1247066
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,130,835
- Total liabilities (EOY)
- $942,845
- Net assets (EOY)
- $11,187,990
- Employer contributions
- $535,537
- Total income / additions
- $1,900,261
- Benefits paid
- $747,860
- Administrative expenses
- $237,660
- Total expenses
- $985,520
- Net increase / (decrease)
- $914,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Retirement Plan Services, Inc | NONE | $47,650 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $21,872 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $20,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $16,250 | not reported in the loaded dataset |
| Fitzsimmons Abrams, Llp | NONE | $16,000 | not reported in the loaded dataset |
| O'Dwyer & Bernstein Llp | NONE | $8,000 | not reported in the loaded dataset |
| Fuiman Mogila, Llp | NONE | $8,000 | not reported in the loaded dataset |