2023 Form 5500 filing — Laborers Local 235 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 20241015192925NAL0049542208003) for Laborers Local 235 Pension Fund, reported by Board Of Trustees Local 235 Pension Fund under EIN 13-6186984 and plan number 001. It reports 1,437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192925NAL0049542208003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 235 Pension Fund
- EIN
- 13-6186984
- Plan number
- 001
- Location
- Elmsford, NY
- Participants
- 1,437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,764,010
- Total liabilities (EOY)
- $507,645
- Net assets (EOY)
- $96,256,365
- Employer contributions
- $4,981,478
- Total income / additions
- $18,577,562
- Benefits paid
- $9,119,980
- Administrative expenses
- $1,070,722
- Total expenses
- $10,190,702
- Net increase / (decrease)
- $8,386,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company, Inc. | ACTUARY | $120,000 | not reported in the loaded dataset |
| Lazard Asset Management, LLC | INVESTMENT MANAGER | $111,990 | $0 |
| Stacey Braun Associates, Inc. | INVESTMENT MANAGER | $107,275 | $0 |
| Boston Partners Global Invest, Inc. | INVESTMENT MANAGER | $96,644 | $0 |
| Clearbridge Investments, LLC | INVESTMENT MANAGER | $61,183 | $0 |
| Marshall & Moss Admin Services | ACCOUNTING | $58,185 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Bank Of America | INVESTMENT CUSTODIAN | $32,104 | $0 |
| Barnes, Iaccarino & Shepherd Llp | LEGAL | $30,000 | not reported in the loaded dataset |
| Irina Honczarenko | EMPLOYEE | $29,346 | not reported in the loaded dataset |
| Gettry Marcus Cpa, P.C. | ACCOUNTANT | $20,700 | not reported in the loaded dataset |
| Intercontinental Real Estate | INVESTMENT CUSTODIAN-MGR | $7,710 | not reported in the loaded dataset |