2023 Form 5500 filing — Road Carriers Local 707 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 20241114121752NAL0030346688001) for Road Carriers Local 707 Pension Fund, reported by Board Of Trustees Of The Road Carriers Local 707 Pension Fund under EIN 51-6106510 and plan number 001. It reports 4,018 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114121752NAL0030346688001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Road Carriers Local 707 Pension Fund
- EIN
- 51-6106510
- Plan number
- 001
- Location
- Hempstead, NY
- Participants
- 4,018
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $689,449,827
- Total liabilities (EOY)
- $2,399,854
- Net assets (EOY)
- $687,049,973
- Employer contributions
- $3,301,578
- Total income / additions
- $56,520,721
- Benefits paid
- $47,060,021
- Administrative expenses
- $1,999,713
- Total expenses
- $49,059,734
- Net increase / (decrease)
- $7,460,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Road Carriers Local 707 Welfare Fd | AFFILIATED BENEFIT FUND | $291,144 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $256,414 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $138,943 | not reported in the loaded dataset |
| Penn Mutual | NONE | $137,832 | not reported in the loaded dataset |
| Pimco | NONE | $117,544 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $112,459 | not reported in the loaded dataset |
| Sage Financial Group, LLC | NONE | $85,328 | not reported in the loaded dataset |
| Morgan Lewis Bockius | NONE | $81,618 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $78,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $71,576 | not reported in the loaded dataset |
| O'Sullivan & Associates | NONE | $69,900 | not reported in the loaded dataset |
| Cary Kane Llp | NONE | $63,590 | not reported in the loaded dataset |
| Prager Metis | NONE | $44,360 | not reported in the loaded dataset |
| Fabricant & Fabricant | NONE | $0 | $21,066 |
| Local 707, Ibt | AFFILIATED LOCAL UNION | $18,780 | not reported in the loaded dataset |