2023 Form 5500 filing — Exhibition Employees Local 829 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 20241115104215NAL0001261344001) for Exhibition Employees Local 829 Pension Fund, reported by Board Of Trustees Exhibition Employees Local 829 under EIN 13-2995659 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$22.6MReported net assets$22,616,677
Participants254
Provider compensation$391.1K8 Schedule C row(s)$391,117
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241115104215NAL0001261344001
- Plan sponsor
- Board Of Trustees Exhibition Employees Local 829
- EIN
- 13-2995659
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$22.8M total assets
Net assets$22.6MLiabilities$135.3K
Full reported line items
- Total assets (EOY)
- $22,751,938
- Total liabilities (EOY)
- $135,261
- Net assets (EOY)
- $22,616,677
- Employer contributions
- $519,098
- Total income / additions
- $2,475,895
- Benefits paid
- $2,578,006
- Administrative expenses
- $452,779
- Total expenses
- $3,030,785
- Net increase / (decrease)
- -$554,890
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $126,886 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $89,370 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $55,084 | not reported in the loaded dataset |
| Judith P. Broach | INDEPENDENT FIDUCIARY | $39,107 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $38,077 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $22,969 | not reported in the loaded dataset |
| Stulberg & Walsh Llp | IND. FIDUCIARY NON-PTR | $10,509 | not reported in the loaded dataset |
| Segal Select Insurance Serv., Inc. | NONE | $0 | $9,115 |