2023 Form 5500 filing — Local 816 Labor & Management Pension Trust 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 20241115094649NAL0000687937001) for Local 816 Labor & Management Pension Trust Fund, reported by Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund under EIN 13-1869789 and plan number 001. It reports 1,483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115094649NAL0000687937001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund
- EIN
- 13-1869789
- Plan number
- 001
- Location
- Floral Park, NY
- Participants
- 1,483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,786,612
- Total liabilities (EOY)
- $428,332
- Net assets (EOY)
- $130,358,280
- Employer contributions
- $5,237,769
- Total income / additions
- $19,807,759
- Benefits paid
- $4,648,480
- Administrative expenses
- $732,611
- Total expenses
- $5,381,091
- Net increase / (decrease)
- $14,426,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wedge Capital Management, Llp | NONE | $124,153 | $0 |
| Invesco Advisers, Inc. | NONE | $95,908 | not reported in the loaded dataset |
| Allspring Global Investments | NONE | $76,657 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | NONE | $61,430 | not reported in the loaded dataset |
| Cary Kane Llp | NONE | $52,500 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | NONE | $48,667 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $41,713 | $0 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $11,286 | $0 |