2023 Form 5500 filing — Local 888 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 20241015192922NAL0030757473003) for Local 888 Pension Fund, reported by Board Of Trustees Local 888 Pension Fund under EIN 13-6367793 and plan number 001. It reports 3,829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015192922NAL0030757473003
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Local 888 Pension Fund
EIN
13-6367793
Plan number
001
Location
Elmwood Park, NJ
Participants
3,829
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$50,427,215
Total liabilities (EOY)
$204,036
Net assets (EOY)
$50,223,179
Employer contributions
$483,517
Total income / additions
$5,259,121
Benefits paid
$7,762,315
Administrative expenses
$6,559,230
Total expenses
$14,321,545
Net increase / (decrease)
-$9,062,424
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Segal Company, Inc.ACTUARIAL$151,154not reported in the loaded dataset
Rosalba PerezPLAN ADMINISTRATOR$143,833not reported in the loaded dataset
Slevin & Hart, P.C.ATTORNEY$142,807not reported in the loaded dataset
Yesenia MaresEMPLOYEE$53,007not reported in the loaded dataset
Gettry Marcus CpaACCOUNTANT$43,693not reported in the loaded dataset
Jean Edy JosephEMPLOYEE$43,052not reported in the loaded dataset
Nelsy RodriguezEMPLOYEE$38,587not reported in the loaded dataset
Louvina GreenawayEMPLOYEE$33,377not reported in the loaded dataset
Nepc, LLCINVESTMENT ADVISORY$31,505not reported in the loaded dataset
Lourdes LanzotEMPLOYEE$27,610not reported in the loaded dataset
Tpa CorporationCONSULTANT$18,000not reported in the loaded dataset
Citrin Cooperman & Company, LlpACCOUNTANT$14,100not reported in the loaded dataset
Barnes, Iaccarino & Shepherd LlpATTORNEY$12,500not reported in the loaded dataset
Boston Trust Walden CompanyINVESTMENT MANAGER$6,907$0

Related Form 5500 pages