2023 Form 5500 filing — Local 805 Pension & 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 20241029110202NAL0002703107001) for Local 805 Pension & Retirement Fund, reported by Board Of Trustees Local 805 under EIN 13-1917612 and plan number 001. It reports 1,967 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029110202NAL0002703107001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 805
- EIN
- 13-1917612
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,967
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $180,930,181
- Total liabilities (EOY)
- $3,494,442
- Net assets (EOY)
- $177,435,739
- Employer contributions
- $1,985,670
- Total income / additions
- $14,677,306
- Benefits paid
- $12,185,008
- Administrative expenses
- $4,240,728
- Total expenses
- $16,425,736
- Net increase / (decrease)
- -$1,748,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savasta And Company, Inc. | NONE | $243,798 | not reported in the loaded dataset |
| Insight Investment | NONE | $214,410 | not reported in the loaded dataset |
| Epstein Becker & Green | NONE | $110,955 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $108,252 | not reported in the loaded dataset |
| Osullivan Associates Inc. | NONE | $63,800 | not reported in the loaded dataset |
| Quan-Vest Consultants | NONE | $57,996 | not reported in the loaded dataset |
| Prudential Trust Company | NONE | $44,818 | not reported in the loaded dataset |
| Us Bancorp Asset Management | NONE | $42,390 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $20,292 | not reported in the loaded dataset |
| Gould, Kobrick & Schlapp, P.C. | NONE | $20,000 | not reported in the loaded dataset |
| Intercontinental U.S. Real Estate | NONE | $16,953 | not reported in the loaded dataset |
| Jp Morgan Chase | NONE | $11,733 | not reported in the loaded dataset |