2023 Form 5500 filing — The Local 259 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 20241015224743NAL0015494355002) for The Local 259 Pension Fund, reported by Board Of Trustees Of The Local 259 Pensi Pension Fund under EIN 13-6115077 and plan number 001. It reports 4,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015224743NAL0015494355002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Local 259 Pensi Pension Fund
- EIN
- 13-6115077
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 4,432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,090,613
- Total liabilities (EOY)
- $70,035
- Net assets (EOY)
- $133,020,578
- Employer contributions
- $3,806,288
- Total income / additions
- $15,739,352
- Benefits paid
- $5,734,250
- Administrative expenses
- $1,023,753
- Total expenses
- $6,758,003
- Net increase / (decrease)
- $8,981,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | PERF. SVCS. FOR REL PLAN | $289,752 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $188,022 | not reported in the loaded dataset |
| The Segal Company(Eastern States)In | PERF. SVCS. FOR REL PLAN | $102,355 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | PERF. SVCS. FOR REL PLAN | $56,895 | not reported in the loaded dataset |
| Tarter Krinsky & Drogin | PERF. SVCS. FOR REL PLAN | $43,333 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani Llp | SERV. REL. PLAN & UNION | $41,862 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | PERF. SVCS. FOR REL PLAN | $38,557 | $0 |
| Segal Marco Advisors | NONE | $31,000 | not reported in the loaded dataset |