2023 Form 5500 filing — Liquor Salesmen'S Union Local 2 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 20241015175627NAL0030558369005) for Liquor Salesmen'S Union Local 2 Pension Fund, reported by Board Of Trustees Of Liquor Salesmen'S Union Local 2 Pension Fund under EIN 51-0156423 and plan number 001. It reports 1,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175627NAL0030558369005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Liquor Salesmen'S Union Local 2 Pension Fund
- EIN
- 51-0156423
- Plan number
- 001
- Location
- Staten Island, NY
- Participants
- 1,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,166,683
- Total liabilities (EOY)
- $62,456
- Net assets (EOY)
- $75,104,227
- Employer contributions
- $1,431,829
- Total income / additions
- $9,782,739
- Benefits paid
- $4,825,089
- Administrative expenses
- $519,506
- Total expenses
- $5,344,595
- Net increase / (decrease)
- $4,438,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $60,000 | not reported in the loaded dataset |
| Buchbinder Tunick & Company | AUDITOR OF RELATED ORG | $51,000 | not reported in the loaded dataset |
| Dawn Decristo | NONE | $49,875 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $49,874 | $0 |
| Intercontinental Real Estate Corp. | NONE | $48,826 | not reported in the loaded dataset |
| Dickinson Group LLC | ACTUARY OF RELATED ORG | $32,800 | not reported in the loaded dataset |
| Manning & Napier Advisors, LLC | INVST. MGR OF RELATED ORG | $22,972 | not reported in the loaded dataset |
| Northern Trust | NONE | $20,305 | $0 |
| Amalgamated Bank Of Chicago | NONE | $5,040 | $0 |
| Proskauer Rose Llp | ATTORNEY OF A RELATED ORG | $5,021 | not reported in the loaded dataset |