2023 Form 5500 filing — Local 338 Retirement 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 20241015181153NAL0017023251001) for Local 338 Retirement Fund, reported by Trustees Local 338 Retirement Fund under EIN 13-6533678 and plan number 001. It reports 19,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181153NAL0017023251001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Local 338 Retirement Fund
- EIN
- 13-6533678
- Plan number
- 001
- Location
- Mineola, NY
- Participants
- 19,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $588,248,509
- Total liabilities (EOY)
- $2,485,670
- Net assets (EOY)
- $585,762,839
- Employer contributions
- $4,876,732
- Total income / additions
- $63,788,240
- Benefits paid
- $49,844,060
- Administrative expenses
- $3,599,371
- Total expenses
- $53,443,431
- Net increase / (decrease)
- $10,344,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rwdsu/Ufcw Local 338 | AFFILATED LABOR UNION | $380,234 | not reported in the loaded dataset |
| Friedman & Anspach | NONE | $329,340 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $318,413 | $0 |
| Local 338 Health & Welfare Fund | AFILIATED BENEFIT FUND | $308,701 | not reported in the loaded dataset |
| Wright Investors Services LLC | NONE | $250,482 | $0 |
| Highland Capital Management LLC | NONE | $134,840 | not reported in the loaded dataset |
| Loomis, Sayles & Company | NONE | $110,246 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $95,000 | not reported in the loaded dataset |
| Andrew Vella | EMPLOYEE | $0 | $85,643 |
| Olga Robertson-Lopez | EMPLOYEE | $0 | $59,343 |
| Novak Francella LLC | NONE | $58,000 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $57,748 | not reported in the loaded dataset |
| Lisanti Capital Growth LLC | NONE | $48,547 | $0 |
| Comerica | NONE | $41,774 | $0 |
| Summit Actuarial Services LLC | NONE | $40,000 | not reported in the loaded dataset |
| Harold Mittel | EMPLOYEE | $0 | $35,363 |
| The Shore Press | NONE | $18,272 | not reported in the loaded dataset |
| Health Plan Systems | NONE | $16,882 | not reported in the loaded dataset |
| Bernzott Capital Advisors Inc | NONE | $16,071 | not reported in the loaded dataset |
| Aria Insurance Brokerage Inc | NONE | $0 | $7,998 |