2023 Form 5500 filing — Local 413 Pension Trust 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 20241015184251NAL0017062003001) for Local 413 Pension Trust Fund, reported by Board Of Trustees Local 413 Pension Trust Fund under EIN 13-6621330 and plan number 001. It reports 830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184251NAL0017062003001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 413 Pension Trust Fund
- EIN
- 13-6621330
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $265,856
- Total liabilities (EOY)
- $12,597,956
- Net assets (EOY)
- -$12,332,100
- Benefits paid
- $1,212,789
- Administrative expenses
- $196,201
- Total expenses
- $2,245,320
- Net increase / (decrease)
- -$2,245,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothberg, Straus & Contrubis Llp | PLAN ADMINISTRATOR | $105,000 | not reported in the loaded dataset |
| Rothberg, Straus & Contrubis Llp | LEGAL | $25,000 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $19,250 | not reported in the loaded dataset |