2023 Form 5500 filing — General Building Laborers' Local 66 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 20241202103841NAL0001692849001) for General Building Laborers' Local 66 Pension Fund, reported by Board Of Trustees General Building Local 66 Pension Fund under EIN 11-1974385 and plan number 001. It reports 2,197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202103841NAL0001692849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees General Building Local 66 Pension Fund
- EIN
- 11-1974385
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 2,197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,939,878
- Total liabilities (EOY)
- $7,254,092
- Net assets (EOY)
- $200,685,786
- Employer contributions
- $6,985,126
- Total income / additions
- $28,046,614
- Benefits paid
- $12,181,809
- Administrative expenses
- $1,540,703
- Total expenses
- $13,722,512
- Net increase / (decrease)
- $14,324,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lsv Asset Management | NONE | $352,618 | not reported in the loaded dataset |
| The Segal Co. (Eastern States), Inc | NONE | $108,182 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $103,827 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $101,455 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $77,863 | not reported in the loaded dataset |
| Dahab Associates Inc | NONE | $54,871 | not reported in the loaded dataset |
| Polen Capital Management LLC | NONE | $44,341 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $39,512 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $37,966 | not reported in the loaded dataset |
| High Level Technologies Inc | COMPUTER CONSULTANT | $37,930 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $22,342 | $0 |
| Lavelle Law & Associates Pc | NONE | $21,600 | not reported in the loaded dataset |
| Hancock Whitney | NONE | $14,945 | $0 |
| The Union Labor Life Insurance Comp | NONE | $0 | $0 |